Approve a registration¶

How to review one submitted application and either approve it, send it back for changes, or archive it. This is the core of a Registration Officer's day.

You need: the Approve action permission (rg:ls:ap:act) and access to the List of Applicants screen.

Before you start¶

An application only reaches you once a field worker marks it Submitted. While it is In Progress it is still being filled in and you cannot action it.

Steps¶

1. Open your queue¶

In the sidebar, choose Registration → List of Applicants. The table shows one row per application:

Column	What it tells you
Reg No	The application's reference number — click it to open the profile
Name	The applicant
District	Where they registered
Submitted By	The field worker
Status	Where the application is in its lifecycle

Filter the Status column to Submitted to see only what's waiting on you.

2. Open the applicant's profile¶

Click the Reg No to open the full profile. Work through the tabs top to bottom — Personal details, Payment Account, Household, Pregnancy, Children, Documents. Look for the automatic-check badges on each section:

Green means checked, not correct

A green badge means the automatic check passed (for example, the bank account verified). It doesn't replace your judgement — a passed check on a mismatched name still needs a human decision.

3. Take the action¶

Open the Comments & Activity tab and choose Take action. The Choose an action dropdown offers only the moves that are valid from the current status:

Action	What it does
Approve	Send to enrolment — the application becomes a beneficiary
Request Edit	Send back for changes — returns it to the field worker
Archive	Archive application — removes it from active review

Request Edit needs a comment

If you choose Request Edit, a comment is required — it's the only way the field worker knows what to fix. The form blocks you with "A comment is required for the Request Edit action" until you add one.

Click Submit Action.

4. Confirm it worked¶

You'll see the toast "Registration status updated." and the profile banner changes to the new status. An approved application now flows to enrolment; a Request for Edit returns to the field worker and comes back to your queue once resubmitted.

What happens next¶

flowchart TD
    Q[Your queue: Submitted] --> R{Your review}
    R -->|looks good| AP[Approve → Enrolment]
    R -->|needs a fix| RE[Request for Edit → field worker]
    R -->|not valid| AR[Archive]
    RE -.resubmitted.-> Q
    AR -.Unarchive.-> Q
    style AP fill:#eef0f7,stroke:#3d4479

Approving in bulk¶

For a whole district at once, use Registration → Enrolment Batch instead. A batch is signed off by two officers — a First Verification and a Second Verification, each recording Approved or Rejected. That two-person control is covered in Two-stage batch verification (coming soon).

Registration Officer overview — the full lifecycle and your other tasks
Not sure what you're allowed to do? Access is set per role — ask a System Administrator.