Approving Enrolments
Introduction
Overview
Once beneficiaries have been enrolled in an intervention they need to be approved as enrolments by a senior staff member.
Who is responsible for approving Enrolments?
Programme is normally responsible for approving enrolments. Check with your Country Office to confirm who in Programme is responsible in your country.
Why is approving enrolments important?
It ensures the following:
- The enrolled beneficiaries match the approved beneficiary list from Programme's intervention plan.
- A senior staff member is checking the beneficiary data and signing off on it so that there is a proper audit trail.
If enrolments are not approved they cannot be included in distribution lists for the intervention. As a result, they will not receive any entitlements.
What do I need to do before approving enrolments?
- Ensure that setting up an intervention and enrolling beneficiaries are completed first.
- If your Country Office requires you to verify enrolments, verifying beneficiaries must be completed first.
- You must be familiar with the intervention plan including the planned caseload and the list of approved beneficiaries.
- For interventions using Bank Accounts and Mobile Numbers, approving enrolments will fail for recipients that do not have bank accounts or mobile numbers. You can use the registry file function of SCOPE to allow FSPs to provide bank accounts or mobile numbers for those recipients. This must be completed before you can approve them.
Where can I learn more?
For more information on approving enrolments, click here to explore related Digital Assistance Services Academy Learning Channel materials.
Instructions
To approve enrolments, log in to SCOPE and perform the following steps:
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In the Country Office page, click See list of projects and interventions.
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In theProjects and interventionspage, click the intervention you want to approve enrolments for.
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In the Intervention page, click the Approve shortcut in the dashboard or click in the menu.
Note: You can view how many enrolments require approval in the Enrolment box in the dashboard.
- In the Approve Enrolments page, check the enrolment list and approve the confirmed beneficiaries.
To approve selected enrolments, click the checkbox next to the enrolments. Then, click Approve selected enrolments from the drop-down menu.
To approve all enrolments, click Approve all X enrolments from the drop-down menu.
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You will automatically receive an email containing the approval results. The email includes a download link for a CSV file that lists the enrolments and which ones have been approved or failed.