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Assessments & PMT

Compass provides two tools for beneficiary eligibility assessment: Assessment forms for structured data collection and the Poverty Measurement Tool (PMT) for scoring-based eligibility.

Assessment Forms

Section titled “Assessment Forms”

Assessment forms are structured questionnaires used to collect information from beneficiaries — for household surveys, needs assessments, intake evaluations, and more.

Create a form template

Section titled “Create a form template”
  1. Click Assessments → Form Templates → New template.
  2. Give the template a name and optional description.
  3. Add fields using the form builder:
    • Text, number, date, dropdown, checkbox, and scale fields are supported
    • Mark fields as required or optional
    • Group related fields into sections
  4. Click Save template.

Run an assessment

Section titled “Run an assessment”
  1. Click Assessments → New assessment.
  2. Select the beneficiary and the form template to use.
  3. Fill in the form responses (or record responses from the beneficiary).
  4. Click Submit assessment.

Assessment results appear on the beneficiary’s profile under the Assessments tab.

Poverty Measurement Tool (PMT)

Section titled “Poverty Measurement Tool (PMT)”

The PMT calculates an eligibility score for each beneficiary based on household and socioeconomic variables you define. Scores determine who qualifies for a programme.

Define a PMT formula

Section titled “Define a PMT formula”
  1. Click Assessments → PMT Formulas → New formula.
  2. Name the formula and add the scoring variables:
    • Each variable has a weight (how much it contributes to the total score)
    • Variables typically map to fields from an assessment form
  3. Set the eligibility threshold — the minimum score required to qualify.
  4. Click Save formula.

View PMT scores

Section titled “View PMT scores”

PMT scores are calculated automatically when a beneficiary completes an assessment linked to the formula.

To view a score:

  1. Open a beneficiary’s profile.
  2. Click the Assessments tab.
  3. The PMT score and eligibility status (Eligible / Not eligible) are shown alongside the assessment results.
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