Programmes

Programmes define the specific support services your organisation provides — cash transfers, food assistance, health interventions, etc. Each programme has its own applicant intake process, eligibility criteria, and beneficiary list.

Create a programme

1. Click Programmes → New programme.
2. Fill in the programme details:

Field	Description
Name	The programme’s full name
Description	What the programme does and who it serves
Start / end date	The operational period
Status	Draft, Active, or Closed
Intake form	Select a form template for applicant registration
Target beneficiaries	Expected number of beneficiaries

3. Click Save.

📱Create programme formAdd screenshot → src/assets/screenshots/compass/admin/programme-new.png

Manage applicants

Open a programme and click the Applicants tab to see all submitted applications.

Review and approve applicants

1. Click an applicant’s name to open their application.
2. Review their details and any assessment scores.
3. Click Approve or Reject.
4. Add a decision note (required for rejections).

📱Applicant reviewAdd screenshot → src/assets/screenshots/compass/admin/applicant-review.png

Bulk enrolment

To enrol multiple approved applicants at once:

1. On the Applicants tab, check the boxes next to approved applicants.
2. Click Enrol selected.
3. Confirm the action.

Programme beneficiaries

Click the Beneficiaries tab on a programme to see everyone enrolled. From here you can:

• Export the beneficiary list to CSV
• Filter by status or location
• Link disbursement batches to the enrolled group