Contribution

Find Contribution

Access to the Find Contribution Page is restricted to users with the system roles of Accountant or Clerk or with a role including an access to Insurees and Families/Contribution/Search.

Pre-conditions

Need to enquire on, or edit a contribution, or the family/group, insurees and policies associated.

Navigation

Find Contribution can be found under the main menu Insurees and Policies, sub menu Contributions

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Image 107 - Navigation Contributions

Clicking on the sub menu Contributions re-directs the current user to the Find Contribution Page.

Find Contribution Page

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Image - 108 Find Contribution Page

The Find Contribution Page is the first step in the process of finding a contribution and thereafter accessing the Family Overview Page of insures, policies and contributions. This initial page can be used to search for specific contributions or groups of contributions based on specific criteria. The page is divided into four panels (Image 108).

  1. Search Panel

    The Search Panel allows a user to select specific criteria to minimise the search results. In the case of contributions the following search options are available which can be used alone or in combination with each other.

    • Payer

      Select the Payer; from the list of payers by clicking on the arrow on the right of the selector, to select contributions related to a specific payer.

    • Payment Type

      Select the Payment Type; from the list of types by clicking on the arrow on the right of the selector, to select contributions related to a specific payment type.

    • Payment Date From

      Type in a date; or use the Date Selector Button, to enter the Payment Date From to search for contributions with a Payment Date equal or later than the specified date. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.

    • Payment Date To

      Type in a date; or use the Date Selector Button, to enter the Payment Date To to search for contributions with a Payment Date equal or earlier than the specified date. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.

    • Date Selector Button

      Clicking on the Date Selector Button will pop-up an easy to use, calendar selector (Image 109); by default the calendar will show the current month, or the month of the currently selected date, with the current day highlighted.

      • At anytime during the use of the pop-up, the user can see the date of today.
      • Clicking on today will close the pop-up and display the today’s date in the corresponding date entry box.
      • Clicking on any day of the month will close the pop-up and display the date selected in the corresponding date entry box.
      • Clicking on the arrow to the left displays the previous month.
      • Clicking on the arrow on the right will displays the following month.
      • Clicking on the month will display all the months for the year.
      • Clicking on the year will display a year selector.
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      Image 109 - Calendar Selector - Search Panel

    • Contribution Paid

      Type in the Contribution Paid to search for contributions with the paid amount, greater or equal to the typed amount.

    • Region

      Select the Region; from the list of regions by clicking on the arrow on the right of the selector to select contributions for policies from a specific region. Note: The list will only be filled with the regions assigned to the current logged in user. If this is only one then the region will be automatically selected.

    • District

      Select the District; from the list of districts by clicking on the arrow on the right of the selector to select contributions paid for policies from a specific district. Note: The list will only be filled with the districts belonging to the selected region and assigned to the current logged in user. If this is only one then the district will be automatically selected.

    • Historical

      Click on Historical to see historical records matching the selected criteria. Historical records are displayed in the result with a line through the middle of the text (strikethrough) to clearly define them from current records (Image 110).

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      Image 110 - Historical records - Result Panel

    • Search Button

      Once the criteria have been entered, use the Search button to filter the records, the results will appear in the Result Panel.

  2. Result Panel

    The result panel displays a list of all contributions found, matching the selected criteria in the search panel. The currently selected record is highlighted with light blue, while hovering over records changes the highlight to yellow (Image 111) The leftmost record contains a hyperlink which if clicked, re-directs the user to the actual record for detailed viewing if it is a historical record or editing if it is the current record.

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    Image 111 Selected record (blue), hovered records (yellow) - Result Pane

    A maximum of 15 records are displayed at one time, further records can be viewed by navigating through the pages using the page selector at the bottom of the result Panel (Image 112).

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    Image 112 - Page selector- Result Panel

  3. Button Panel

    The Cancel button re-directs to the Home Page.

  4. Information Panel

    The Information Panel is used to display messages back to the user. Messages will occur once a contribution has been added, updated or deleted or if there was an error at any time during the process of these actions.

Contribution Page

  1. Data Entry

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    Image 130 - Contribution Page

    • Payer

      Select from the list of available (institutional) payers the payer of the contribution (if the contribution is not paid by the family/group itself).

    • Contribution Paid

      Enter the paid amount for the contribution. Mandatory.

    • Receipt No.

      Enter the receipt identification for the contribution. Receipt identification has to be unique within all policies of the insurance product. Mandatory.

    • Payment Date

      Enter the date of payment for the contribution. Mandatory. Note: You can also use the button next to the date of payment field to select a date to be entered.

    • Payment Type

      Select from the list of available types of payment the payment type of the contribution. Mandatory.

  2. Saving

    Once all mandatory data is entered, clicking on the Save button will save the record. Depending on the contribution paid, the following messages will appear.

    1. If the Contribution paid matches the price of the policy:
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    Image 131

    1. If the contribution paid is lower than the price of the policy:
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    Image 132

    Followed by:

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    Image 133

    If you choose Yes, the policy will be (enforced) set as Active. If you choose No, it will remain Idle.

    1. If the contribution is higher than the price of the policy:
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    Image 134

    The user will then be re-directed back to the Family Overview Page, with the newly saved record displayed and selected in the result panel. A message confirming that the contribution has been saved will appear on the Information Panel.

  3. Mandatory data

    If mandatory data is not entered at the time the user clicks the Save button, a message will appear in the Information Panel, and the data field will take the focus (by an asterisk).

  4. Cancel

    By clicking on the Cancel button, the user will be re-directed to the Family Overview Page .

Adding a Contribution

Click on the Green Plus Sign to re-direct to the Contribution Page.

When the page opens all entry fields are empty. See the Contribution Page for information on the data entry and mandatory fields.

Editing a Contribution

Click on the Yellow Pencil Sign to re-direct to the Contribution Page. The Contribution Page will open with the current information loaded into the data entry fields. See the Contribution Page for information on the data entry and mandatory fields.

Deleting a Contribution

Click on the Red Cross Sign button to delete the currently selected record.

Before deleting a confirmation popup (Image 135) is displayed, which requires the user to confirm if the action should really be carried out?

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Image 135 - Delete confirmation- Button Panel

When a contribution is deleted, all records retaining to the deleted contribution will still be available by selecting historical records.