Create a Group Registrant

Registry

This document provides instructions to create registry for a group by a Program Manager. Assuming that the Program Manager received the group data via offline mode.

Prerequisites

  • The user must have Program Manager role.

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

Procedure

Registry screen is displayed.

  1. Click the Groups menu in the menu bar.

Groups screen is displayed.

  1. Click the Create button.

Groups/New screen is displayed.

The fields and their descriptions are given below:

FieldDescription

Enter name of group

Enter the group name. It is a mandatory field.

Incorporate the individual photo.

Tags

Select the appropriate tag from the drop-down.

Registration Date

Auto-populates the current date

Mode of Payment

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

  • Cash

  • Voucher

  • Digital

Kind

Select the appropriate Kind from the drop-down.

  1. Click the Members tab.

The fields and descriptions are given below:

  1. Click the Add a line.

Field Description

Member Name

Select the member name in the drop-down. Note:

The drop-down displays only the individual name created using the individual menu in the menu bar.

Date of Birth

Auto-populates the date of birth

Sex

Auto-populates the sex

Role

Select the configured Role value in the drop-down

Start Date

Auto-populates the current date and time

End Date

Select the end date from the calendar

Status

Auto-populates the status

Delete

Click the delete icon to remove the entry

  1. Click the Save button.

  2. Click the Discard button to exit the screen.

This completes the creation of registry for a group by the Program Manger.

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