Understanding Initiatives
Initiatives represent the programs, schemes, or benefits offered to respondents based on their eligibility. By setting up and managing initiatives in the app, you can ensure that respondents are matched with the right programs efficiently and accurately, helping organizations deliver the appropriate benefits to the right individuals.
Prerequisites for Managing Initiatives
To manage initiatives, users must have create/edit permissions. This ensures that only authorized users can create, modify, and publish initiatives.
Viewing and Navigating Initiatives
To view and manage initiatives, follow these steps:
Click on the "Initiatives" Tab : This tab is located in the top menu bar of the app.
Sub Tabs Overview : Once inside the Initiatives section, you will find several sub-tabs, each serving a different purpose:
Initiative List : Displays a list of all initiatives available in the organization. From here, you can view, update, or delete existing initiatives.
Categories : Allows you to organize initiatives based on types (e.g., health-related, financial aid, education support). Categorizing initiatives helps in managing and filtering them easily.
Eligibility Criteria Types : This tab allows you to define the eligibility conditions that determine which respondents qualify for which initiatives. These criteria are linked to questions in the questionnaire.
Document Types : Displays the document types required for supporting documents or the documents needed for verifying eligibility when applicants apply for an initiative.
Benefit Types : This tab allows you to categorize initiatives by benefit type (e.g., cash support, document assistance, incidental services), making it easier to manage and filter initiatives effectively.
Department : This tab allows you to map the initiatives to their respective departments (e.g., Social Justice, Health, Women and Child Development), making it easier to organize, manage, and filter them efficiently.
Creating and Managing Initiatives
Adding a New Initiative : To create a new initiative, click on the "Add New Initiative" button. Fill in all the relevant details such as the initiative name, description, eligibility criteria, and document requirements.
Link Eligibility Criteria : For each initiative, set eligibility criteria based on the answers given by respondents in the questionnaire. These criteria are used to automatically determine who qualifies for each initiative.
Publish Initiatives : Once an initiative is set up, it must be published so that it is available for field workers to offer to respondents during surveys or interactions.
Best Practices for Managing Initiatives
Regularly Review and Update Initiatives: Ensure that initiatives reflect the latest program policies, eligibility requirements, and available benefits. This helps keep the app current and ensures that respondents receive accurate information.
Clear Descriptions and Translations: It’s important to provide clear, concise descriptions of each initiative and make sure that all details are translated into the relevant languages for your user base. This ensures that the information is accessible and understood by all respondents and field workers.
Ensure Accuracy: Double-check that all eligibility criteria, document requirements, and initiative descriptions are accurate before publishing. This helps avoid confusion or issues with initiative delivery.
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