Adding a new Initiative
Initiatives are the core programs, schemes, or benefits offered to respondents based on their eligibility. To ensure these initiatives are set up correctly and are ready for field workers, follow the steps outlined below:
Prerequisites for Adding Initiatives
To manage initiatives, users must have create permissions. This ensures that only authorized users can create and publish initiatives.
Step 1 : Navigate to the "Initiatives" Tab
Go to the "Initiatives" tab in the top menu bar of the app to begin setting up a new initiative.
Step 2 : Click on "Add New Initiative"
Once in the Initiatives section, click on the "Add New Initiative" button to create a new program or scheme.
Step 3 : Fill in Initiative Details
You will now need to provide specific details for the initiative. Here’s a breakdown of what to include:
Name : Enter a descriptive name for the initiative, such as "Health Insurance for Families." Make sure the name is clear and reflects the purpose of the initiative.
Description : Add a brief description to explain the purpose or scope of the initiative. For example, "This initiative provides health insurance coverage for low-income families."
Language : Select a default language for the initiative (other than English). This ensures accessibility for a wider range of users in the region.
Evidence Needed : Specify any evidence (documents, verification) that the field worker may need to submit to apply for the initiative. This is a Yes or No option.
Category : Choose a category that best classifies the initiative (e.g., healthcare, education, financial aid). This helps organize initiatives for easier reference.
Department : Select the department responsible for managing or administering the initiative (e.g., Health Department, Social Welfare Department).
Mode of Application : Indicate how field workers can apply for the initiative, whether online, through the field workers, or via other channels. Options include (Online/Offline)
Parent Initiative : If this initiative is part of a larger program, mark it under Parent Initiative. If it's a standalone program, select NA.
Duration for Delivery : Define the timeline for how long the initiative takes to process after submission.
Applicable Locations : Select the states/provinces where this initiative is applicable. You can choose multiple locations, depending on where the initiative is available. This will then filter the initiative for users within those locations, if you don't want to setup any criteria for location you can keep it "All".
Priority : Mark the priority of the initiative. This ensures the initiative appears at the top of the eligible schemes list for field workers.
Initiative Code (Optional) : If your organization uses an internal code for initiatives, you can specify it here to help with tracking or reporting.
Important Contacts (Optional) : Maintain a contact list for all important individuals or teams who manage or oversee the initiative. This can include:
Title (e.g., Program Manager, Administrator)
Name
Name in different languages (for multilingual support)
Phone number
State/Province
District
Primary contact: Mark if this person is the primary point of contact.
Click Save beside the grid to store the contact information.
Step 4 : Map Eligibility Criteria : For more details click here
Step 5 : Define the Application Process : For more details click here
Step 6 : Document Types: For more details click here
Step 7 : Setup Benefits :For more details click here
Step 8 : Save and Publish :
If you’re not ready to publish the initiative yet, click Save as Draft. This saves the initiative for later review.
When you’re ready to make the initiative available to field workers, click Publish. This makes the initiative accessible and visible in the app.
Once published the field workers will be notified about a new initiative, if they have internet access their app will automatically download the new initiative or they can alternatively re-open the app to get the updates.
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