Verifying Evidence for Applications

Prerequisites:

Ensure users assigned roles have appropriate permissions to view respondent data and verify evidence.

Purpose of Evidence Verification: Verification of evidence ensures that submitted applications or delivered benefits are authentic and meet the organization's standards. This process provides an additional layer of accountability and helps maintain the credibility of field operations.

---

Steps for Evidence Verification:

1. Access Respondent Data:

   • Use the Respondents Search feature or navigate through the dashboard graphs to select a specific field worker's registrations.

   • Open the detailed view of the respondent data associated with the selected registrations.

2. Locate the Evidence Section:

   • Scroll down to the Evidence Section within the respondent's record.

3. Review the Evidence:

   • View the uploaded evidence provided by the field worker (e.g., images, documents).

4. Edit the Evidence Status:

   • Choose one of the following options to update the status of the evidence:

     • Verified: Evidence is acceptable and meets the guidelines.

     • Needs Changes: Evidence is incomplete or does not meet the requirements.

5. Provide Feedback:

   • If the status is marked as "Needs Changes," specify the reason for the rejection in the designated field.

6. Save the Status:

   • Save the updated status to finalize the verification process.

7. Field Worker Notification:

   • Upon saving, the field worker will receive a notification indicating that the evidence requires changes.

   • They can then restore the record on their app, correct the details, and re-upload the evidence.

Verification Guidelines:

• Establish clear guidelines for evidence verification among coordinators.

• Define the type of evidence expected from field workers (e.g., photos, documents) to confirm the submission or delivery of applications.