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Create and Approve Program Cycle

Description

This guide will provide the steps to create and approve the disbursement cycle under a program.

Pre-requisites

The user should have a role which is configured in the Approver Group under Configure the Cycle Manager while creating program.

Steps

  1. 1.
    Navigate to Programs using the menu bar.
  1. 2.
    Click on the program name for which cycle needs to be created.
  1. 3.
    After Clicking on Create New Cycle, the new cycle will be added in the cycle section with Draft status.
  1. 4.
    Navigate inside the cycle using the arrow icon button beside the cycle name.
  2. 5.
    After clicking on Copy Beneficiaries from Program button program beneficiaries will be copied into the cycle.
  1. 6.
    Click on Prepare Entitlement to create entitlements to beneficiaries as per the Entitlement Manager configuration
  1. 7.
    Once the entitlement is ready click on Approve button where cycle status will be moved from Draft to To Approve.
  1. 8.
    Once more click on Approve button to approve the cycle and the cycle status will be moved from To Approve to Approved.
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