📔Create an Individual Registrant

Beneficiary Registry

This document provides instructions to create registrant for an individual in Beneficiary Registry module.

Prerequisites

  • The user must have Registrar and Administrator role.

  • The user must have access to the Beneficiary Registry module in OpenG2P systems.

Procedure

Registry screen is displayed.

  1. Click the Individual in the menu bar.

Individual screen is displayed.

  1. Click the Create button.

Individual/New screen is displayed.

The fields and their descriptions are given below:

FieldDescription

Family Name

Enter the family name of the individual. It is a mandatory field.

Given Name

Enter the given name of the individual. It is a mandatory field.

Additional Name

Enter the additional name of the individual. It is a optional field.

Add the individual photo.

Tags

Select the appropriate tag from the drop-down.

Registration Date

Displays the current date by default

Mode of Payment

Select the appropriate mode of payment from the drop-down. The available options are:

  • Cash

  • Voucher

  • Digital

Is Encrypted

Check the box, if the individual requires encryption

  1. Click the Personal Info tab.

The fields and their descriptions are given below:

FieldDescription

Area

Enter the area of the individual

Address

Enter the address of the individual

Email

Enter the email id of the individual

Notification

Select the individual's preferred way to receive notification in the drop-down. The available options are:

  • None

  • Email

  • SMS

  • Both Email & SMS

Preference District

Enter the individual's preferred district name

Birth Place

Enter the birth place of the individual

Date of Birth

Enter the date of birth of the individual

Approximate Birthdate

Check the box, if the date of birth of the individual is not available

Age

Enter the approximate age

Gender

Select the appropriate option in the drop-down.

CivilState

Enter the civil state of the individual

Occupation

Enter the occupation of the individual

Income

Enter the income of the individual

  1. Click the Add a line.

  2. Enter the Phone Numbers, Country, and Date Collect.... of the individual.

  3. Click the Save button.

  4. Click the Discard button to exit the screen.

The newly created individual registrant gets added in the individual list.

This completes the creation of an individual registrant in the Beneficiary Registry module.

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