g2p_program_autoenrol Module#

Warning

Work in Progress: This document is actively being developed and updated. Content may be incomplete or subject to change.

This module extends the functionality of the g2p_programs module to enable automatic enrollment of registrants into social protection programs based on predefined criteria. This feature simplifies program management by automating the enrollment process for eligible individuals.

Purpose#

The main purpose of the g2p_program_autoenrol module is to streamline and automate the process of enrolling beneficiaries into social protection programs. It achieves this by providing the following capabilities:

  • Automatic Enrollment: When a new registrant is created in the system, the module automatically checks for programs configured with auto-enrollment rules.

  • Eligibility Criteria: Program administrators can define specific eligibility criteria using Odoo's domain syntax. This allows them to target specific demographics or groups based on pre-defined attributes stored in registrant profiles.

  • Program-Specific Enrollment: Auto-enrollment can be enabled or disabled on a per-program basis, providing flexibility in managing different types of programs.

  • Optional Removal of Ineligible Registrants: Administrators have the option to automatically remove registrants from a program's membership list if they do not meet the defined eligibility criteria. This ensures that only eligible individuals are considered beneficiaries.

Functionality#

The module introduces the following key features:

  • New Fields in Program Configuration:

    • Auto Enrol Partners: A boolean field to enable or disable auto-enrollment for the specific program.

    • Filter for Partners: A text field utilizing Odoo's domain syntax to define the criteria for automatic enrollment. This allows administrators to specify which registrants should be automatically enrolled based on their profile attributes.

    • Keep only Eligible Partners: A boolean field that, when checked, will automatically remove registrants from the program's membership if they do not meet the defined eligibility criteria.

  • Automatic Enrollment upon Registrant Creation:

    • When a new registrant is created in the system, the module automatically checks for programs that have auto-enrollment enabled.

    • If the registrant meets the defined criteria for a specific program, they are automatically enrolled.

    • An automatic check for eligibility is performed, and if the "Keep only Eligible Partners" option is activated, ineligible registrants are removed from the program membership.

  • Impact on Program Statistics:

    • The module ensures that program statistics, such as the count of eligible and total beneficiaries, are updated dynamically to reflect the results of the automatic enrollment process.

Integration#

The g2p_program_autoenrol module works seamlessly with the g2p_programs module. It leverages the existing program and registrant data structures and extends their functionality.

Benefits#

  • Reduced Administrative Burden: Automating the enrollment process significantly reduces the manual effort required by program administrators.

  • Improved Accuracy: By automating enrollment based on pre-defined criteria, the module minimizes the risk of human error and ensures consistent application of eligibility rules.

  • Enhanced Targeting: The ability to define specific eligibility criteria allows programs to effectively target the intended beneficiaries, maximizing impact and resource utilization.

  • Increased Efficiency: Automatic enrollment accelerates the process of onboarding eligible individuals into social protection programs.

By automating a crucial aspect of program management, the g2p_program_autoenrol module contributes to the overall efficiency and effectiveness of social protection initiatives. It empowers organizations to deliver timely and targeted support to those in need.