# Eligibility

## Introduction

Eligibility is a list of criteria/requirement that an individual/group must possess to eligible for a given program. A program administrator can apply the criteria in the registry to create a list of beneficiaries, assuming that eligibility can be expressed unambiguously based on an individual's demographic data.

## Eligibility Manager

In OpenG2P, Eligibility Manager is an independent Odoo module for configuring eligibility to a program. The module provides both simple filters and advanced filters, such as the [Proxy Means Test](https://docs.openg2p.org/1.3/pbms/functionality/eligibility/proxy-means-test), to define most eligibility requirements. Program administrators can also script their own custom plugins and add them to the Eligibility Manager.

OpenG2P supports three types of Eligibility Managers.

| Eligibility Manager                                                                                                                                                                    | Description                                                                                                                                                                                                                                                                       |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [Default Eligibility Manager](https://docs.openg2p.org/1.3/pbms/functionality/eligibility/user-guides/create-eligibility-manager-1/create-default-eligibility-manager)                 | Default Eligibility Manager is assigned to each program by default. The program manager runs the Default Eligibility Manager if the registrants are to be filter based on his/her eligibility criteria, as it is mandatory to configure at least one Default Eligibility Manager. |
| [ID Document Eligibility Manager](https://docs.openg2p.org/1.3/pbms/functionality/eligibility/user-guides/create-eligibility-manager-1/copy-of-create-id-document-eligibility-manager) | ID Document Eligibility Manager verifies the valid registrants based on his/her ID document. The program manager should configure the ID type that will be used to verify the eligibility of the registrants.                                                                     |
| [Phone Number Eligibility Manager](https://docs.openg2p.org/1.3/pbms/functionality/eligibility/user-guides/create-eligibility-manager-1/create-phone-number-eligibility-manager)       | Phone number Eligibility Manager verifies the valid registrants based on his/her phone numbers. This Phone Number Eligibility Manager is often configured along with the ID Document Eligibility Manager.                                                                         |

## Eligibility Manager configuration

In the OpenG2P program, the process involved to configure eligibility manager are:

1. Program manager must configure Eligibility Manager(s) from the three types of Eligibility Manager supported by OpenG2P
2. After Eligibility Manager is configured, program manager adds Eligibility Manager to a program

Note:

* One Eligibility Manager can be associated with only one program
* A program can have multiple Eligibility Managers

### Eligibility criteria

Program manager configures eligibility criteria to enroll the eligible registrants in the program. The filters used in configuring eligibility criteria are:

| Filter           | Description                                                                                                                                                                                                                                               |
| ---------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Domain Filter    | OpenG2P supports a variety of domain filters to set criteria for age, gender, household size, composition, and location. Program manager can use these filters to define eligibility criteria.                                                            |
| Proxy Means Test | The Proxy Means Test (PMT) is considered the most effective approach to reduce the error of exclusion. PMT is available as a separate plug-in in the OpenG2P platform. Using this plug-in, program manager can configure the regression analysis formula. |
| Computer fields  | Computed fields are a powerful tool for abstracting information from a set of fields. Program manager can use these fields in PMT and domain filters to configure complex eligibility criteria.                                                           |

For example, the image here shows eligibility criteria with two filters: first for checking that the registrant is part of exactly one program, and second for checking that the registrant is unemployed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-fe57d45576f8b1cc41409785568e291a65a6e0fe%2Feligibility-criteria-filters%20(1).PNG?alt=media" alt=""><figcaption><p>Eligibility filters</p></figcaption></figure>

## Related user guides

:notebook\_with\_decorative\_cover:[Create Eligibility Manager Types](https://docs.openg2p.org/1.3/pbms/functionality/eligibility/user-guides/create-eligibility-manager-1)

:notebook\_with\_decorative\_cover:[Configure Proxy Means Test](https://docs.openg2p.org/1.3/pbms/functionality/eligibility/user-guides/configure-proxy-means-test)