Beneficiaries

Beneficiaries are the individuals your organisation supports. This section covers how to find, register, and update their profiles.

Search for a beneficiary

1. Click Beneficiaries in the sidebar.
2. Use the search bar at the top to search by name, ID number, or phone number.
3. Use the filters to narrow by status, programme, or location.
4. Click a row to open the beneficiary’s profile.

📱Beneficiaries listAdd screenshot → src/assets/screenshots/compass/caseworker/beneficiaries-list.png

Register a new beneficiary

1. Click Beneficiaries → New beneficiary.
2. Fill in the registration form:

Section	Fields
Personal details	Full name, date of birth, gender, national ID
Contact	Phone number, address, location/geo code
Household	Household size, relationship to household head
Programme	Link to an existing programme (optional)

3. Click Save.

📱New beneficiary formAdd screenshot → src/assets/screenshots/compass/caseworker/beneficiary-new.png

Beneficiary profile

A beneficiary’s profile has several tabs:

Tab	What it shows
Overview	Basic details, contact info, assigned caseworker
Cases	All cases linked to this beneficiary
Visits	Visit history
Disbursements	Payment and transfer history
Documents	Uploaded files and records
Assessments	PMT scores and assessment results

📱Beneficiary profileAdd screenshot → src/assets/screenshots/compass/caseworker/beneficiary-profile.png

Edit a beneficiary’s details

1. Open the beneficiary’s profile.
2. Click Edit in the top-right corner.
3. Update the relevant fields.
4. Click Save changes.

Note

Some fields (e.g. national ID) may be locked after initial registration. Contact your administrator if you need to correct a locked field.