# Create Eligibility Manager under Program

## Description

This guide provides step-by-step instructions to create and configure the Eligibility Manager under the program.

## Pre-requisites

A user should have a Program Manager role to create a Eligibility Manager under program.

Note:

Refer _**Create User and Assign Role**_ user guide to know how to assign role for a User.

## Procedure

1. In the menu bar, click the icon ![](https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2Fgit-blob-1b48611b7e3fc05b72b589735073c90404ac05ef%2Fimage.png?alt=media) and select _**Programs**_.
2. The _**Programs**_ screen is displayed.

<figure><img src="https://content.gitbook.com/content/CwMntokukpQZjoCcqMwL/blobs/j8QVyy9k7d5lQ5iGWNt5/programs.png" alt=""><figcaption><p>Choose Program module</p></figcaption></figure>

2. Click the program name for which configuration to be done.
3. The selected program screen is displayed. For example, here the program selected is Individual Cash Program.

Note:

By default, in the _**Program**_ field, you can find the selected program name.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FnSO3Dh9c9UK8BgeKFEyI%2Fprogram-list.png?alt=media&#x26;token=12be7538-12df-4882-af44-be0734792f49" alt=""><figcaption><p>Program list</p></figcaption></figure>

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FWjNAdovLmFwA8iuLBPE7%2Fsample-program-screen.png?alt=media&#x26;token=b1ff5f0f-bdc4-4a35-976d-2c5635ebeef7" alt=""><figcaption><p>Sample program screen</p></figcaption></figure>

4. Enter the _**Description**_ of the program.
5. Choose one of the _**Target Type**_&#x73;. The values are

&#x20;       Group

&#x20;       Individual

6. Click the _**Configuration**_ tab.

Note:&#x20;

You can configure the required Managers from the available list.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FkgWRpkG5CSs8KDnsNh43%2Fconfiguration.png?alt=media&#x26;token=e5a6e53e-5869-447e-9e2c-4f0769185454" alt=""><figcaption><p>List of Configurable Managers</p></figcaption></figure>

### Eligibility Manager configuration

1. In the _**Eligibility Managers**_ section, click the link _**Add a line.**_
2. The _**Add: Eligibility Managers**_ screen is displayed.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FT0sQEaykRhgSMr5tc09Q%2Fadd-eligibility-managers.png?alt=media&#x26;token=88311a8a-7b9a-4bc1-8b6c-da80827f0080" alt=""><figcaption><p>Add: Eligibility Managers</p></figcaption></figure>

In _**Add: Eligibility Managers**_ screen, the features and their descriptions are:

<table><thead><tr><th width="130">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Search</td><td>This field is filled when the available option are selected in Filers, Group By, Favorites</td></tr><tr><td>Filters</td><td><p>Click the <em><strong>Filters</strong></em> link and then select Add Customer Filter.</p><ul><li>Add Customer Filter</li></ul><p>The advanced filter option allows you to define conditions and criteria to refine the search results.</p><ul><li>Select the <em><strong>Add Customer filter</strong></em> and then select the appropriate option in the first drop-down to display the specific data based on the option selected.</li><li>Select the criteria in second and third drop-down to refine the search results. </li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search.</li></ul><p><em>Note: To enhance the search, click the <strong>Add a condition</strong> button and follows the steps given in <strong>Add Customer Filter</strong> option.</em></p></td></tr><tr><td>Group by</td><td><ul><li>Click the <em><strong>Group By</strong></em> link, select <strong>Add Custom Group</strong> and then select the appropriate options in the drop-down to display the specific data based on the option selected.</li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search.</li></ul></td></tr><tr><td>Favorites</td><td><ul><li><p>Click the <em><strong>Favorites</strong></em> link, select <strong>Save current search</strong> and then check the appropriate options. The valid values are: </p><ul><li>Use by default</li><li>Share with all users</li></ul></li></ul><ul><li>Click the <em><strong>Save</strong></em> button to display the data based on the search.</li></ul></td></tr><tr><td>&#x3C;</td><td>Click the <em><strong>Left</strong></em> arrow to go the previous screen</td></tr><tr><td>></td><td>Click the <em><strong>Right</strong></em> arrow to go the next screen</td></tr><tr><td>Create</td><td>Click the <em><strong>Create</strong></em> button to Eligibility Managers</td></tr></tbody></table>



3. Click the _**Create**_ button.&#x20;
4. The below screen _**Add: Eligibility Managers**_ screen is displayed.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FhVzWlGblaSB9GQxCARTD%2Fadd-eligibility-managers-1.png?alt=media&#x26;token=83855f0a-10c0-40d0-80f3-0811ec501d2b" alt=""><figcaption><p>Add: Eligibility Managers</p></figcaption></figure>

The feature and their description is:

<table><thead><tr><th width="211">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Manager</td><td><p>Select the Manager from the drop-down. The three available managers are:</p><ul><li>Default Eligibility</li><li>ID Document Eligibility</li><li>Phone Number Eligibility</li></ul></td></tr></tbody></table>

Note:&#x20;

Once the Manager is selected, an additional field is displayed.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FCwVbDNDTcQtRV1mO9S9w%2Fadd-eligibility-managers-2.png?alt=media&#x26;token=8dde83c0-8d5c-4e39-acc3-5242ea4b8a41" alt=""><figcaption><p>Choose Eligibility Manager </p></figcaption></figure>

5. Enter the Eligibility Manager's name in the second field.

Note:

In the drop-down, choose the Eligibility Manager's name, if already available or click the option _**Start typing**_ to enter the new Eligibility Manager's name.

6. While entering the new Eligibility Manager's name, a button _**Create and Edit**_ pops up.
7. Click the _**Create and Edit**_ button.
8. _**Create: Manager screen**_ is displayed.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2Fm5X7PXN9pMKazdxUyIrF%2Fcreate-manager.png?alt=media&#x26;token=e6dc6820-0a65-4530-bcbd-f4fd5f79175c" alt=""><figcaption><p>Create Manger screen</p></figcaption></figure>

In the Create: Manager screen, the features and their descriptions are:

<table><thead><tr><th width="185">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Enter the name of the Eligibility manager</td></tr><tr><td>Domain</td><td>Set the eligibility criteria's using <em><strong>Add Filter</strong></em> button on the creation page.</td></tr><tr><td>Match all records</td><td>Retrieves the data which matches all records</td></tr><tr><td><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FEddVldldMPiKpEIPsn4d%2Fimage.png?alt=media&#x26;token=b0ad8bed-8761-4275-b069-0a8255d7a7bf" alt="" data-size="original"></td><td><p>Click the <em><strong>Records</strong></em> button. The <em><strong>Selected records</strong></em> screen is displayed. </p><p><em>Note:</em> </p><ul><li><em>By default the list of three records are listed in the <strong>Selected records</strong> screen.</em></li><li><em>Click the <strong>Cancel</strong> button to close the <strong>Selected records</strong> screen.</em></li></ul></td></tr><tr><td><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2Fv3FFCBoNIir99xu9GiKD%2Fimage.png?alt=media&#x26;token=6bd486b1-9782-4a52-8084-59819352a0a8" alt="" data-size="original"></td><td>Click the <em><strong>Refresh</strong></em> button to refresh the screen</td></tr><tr><td>Add filter</td><td><p>Click the <em><strong>Add filter</strong></em> button to set eligibility criteria using <a href="https://github.com/OpenG2P/openg2p-documentation/blob/1.2.1/beneficiary-management/eligibility.md#domain-filters">Domain Filters</a>. You may set multiple eligibility criteria. </p><ol><li>Click the <em><strong>Add filters</strong></em> button. The multiple criteria fields are displayed.</li><li>Select the multiple criteria such as ID, condition and count.</li><li>Click the <strong>x</strong> button to remove the entry in the criteria fields.</li><li>Click the <strong>+</strong> button to add new multiple criteria field.</li><li>Click the <strong>...</strong> option to display fields in <em><strong>Any of</strong></em> section. The multiple criteria fields are displayed.</li></ol><p><em>Note: You can click the <strong>...</strong> option to add n number of <strong>Any of</strong> section</em></p><ol start="6"><li>The value chosen in the multiple criteria fields are displayed in the <em><strong>Code editor</strong></em>.</li><li>In the Match records chose one of the followings:</li></ol><ul><li>Select <em><strong>All</strong></em> to display the data belongs to <em><strong>All</strong></em> section </li><li>Select <em><strong>Any</strong></em> to display the data belongs to <em><strong>Any</strong></em> <em><strong>of</strong></em> section</li></ul></td></tr></tbody></table>



9. Click the _**Save**_ button to save the data.
10. Click the _**Discard**_ button to exit the screen.
11. The added new Eligibility Manager is listed in the Configuration tab list.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2F24STsmaqyARspGBuXjsI%2Feligibility-configuration-manager-list.png?alt=media&#x26;token=83e4f8e4-b9b3-41d1-9964-800f1e00b6ce" alt=""><figcaption><p>List of Eligibility Managers</p></figcaption></figure>

12. Click the _**Save**_ button which will save the eligibility manager to that program under configuration.

### Configuration tab - List Eligibility Manager

In the Add Eligibility Manager screen, you can find the list of Eligibility Manager.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FASAQGAH3NAuUdbCtkxfM%2Feligibility-manager-list.png?alt=media&#x26;token=89685c47-8316-4bec-816a-be6e5587b909" alt=""><figcaption><p>Eligibility Manager list</p></figcaption></figure>

1. Check the required Manager in the list, it enables the _**Select, Action**_ button. It  also shows the number of entries selected.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FFhwRe6TFU0qEDDcJevyY%2Feligibility-manager-list-1.png?alt=media&#x26;token=31064d57-79c8-44fe-98b6-9a8a39a70a5a" alt=""><figcaption><p>Selected Eligibility Manager list</p></figcaption></figure>

2. Click the _**Select**_ button.
3. The selected Manager will be listed in the Eligibility Manager section below the _**Configuration**_ tab.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2F2z7CA01M7Spq3qqeHZ1f%2Fconfiguration%20-1.png?alt=media&#x26;token=4faf4827-c3e4-4355-99b3-84f32ec59bc1" alt=""><figcaption><p>New list of Eligibility Manager</p></figcaption></figure>

### Delete - Eligibility Manager

In the Add Eligibility Manager, you can find the list of Eligibility Manager.

1. Check the required Manager in the list, it enables the _**Select, Action**_ button. It   also shows the number of entries selected.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2FLzU1IOJ9R1nyp7JnNEQo%2Fdelete-eligibility-managers-1.png?alt=media&#x26;token=b54df8f6-6661-4e37-9665-eb4953799de3" alt=""><figcaption><p>Search, Action button enabled</p></figcaption></figure>

2. Click the _**Action**_ button and then click _**delete**_.&#x20;

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2F24v02MLfx0SN77YRBJvG%2Fdelete-eligibility-managers.png?alt=media&#x26;token=8df5371b-be71-4396-8885-56dfafc8f25b" alt=""><figcaption><p>Action button</p></figcaption></figure>

3. The _**Confirmation**_ dialog box pops up.
4. Click the _**OK**_ button to delete the entry.  The selected entry will be deleted
5. Click the _**Cancel**_ button to retain the entry.

<figure><img src="https://252389534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCwMntokukpQZjoCcqMwL%2Fuploads%2Fe6qI4IauV5CYbQw6rjCK%2Fdelete-eligibility-managers-2.png?alt=media&#x26;token=6b908639-b706-4cc0-ab66-0a7e9dfc006b" alt=""><figcaption><p>Deleted entry screen</p></figcaption></figure>

