Edit beneficiaries profiles

Misspelling or double entries may occur during the registration phase. PAs details, such as phone number, may change in the course of the program. You can edit and check the details anytime during the program, following the instructions below.

Who can perform actions in this page?

CVA Manager and CVA Officer roles can perform actions in the Registrations page.
Additional users may be granted only View permission on this page. Learn more about Users & Roles

Editing PAs detailsΒΆ

  • Enter the beneficiary profile by clicking on the reg# hyperlink on the left side. Registrations Page
  • Once in the profile overview, click on Personal Information tab Personal Information
  • Click on Edit Information button on the top right and Search for the field to edit.
  • Type in the new value directly in the field and click Save. The old value will be automatically overwritten.
  • A pop-up Update Information request to fill in the reason for this change. Update Information
  • Add a reason, then Save.

When the details are fully reviewed and correct, you can then mark the profile as validated. Follow the instructions to validate PA profile.

Reason for update

For auditing and accountability reasons, changes in beneficiaries'profile cannot be performed without indicating a reason. All data changes are logged into 121 platform with the old value, new value, reasons for update and are linked to the users email address performing the change. To enhance the audit trail, you can download the data changes report by clicking on Export and selecting Export data changes. You can also overview the changes in the Activity Log within the beneficiaries'profiles.


Next steps? Include Beneficiaries in programΒΆ

Follow the instructions to include beneficiaries directly in the program