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📔 Configure Proxy Means Test

This document provides step-by-step instructions to enable and configure the Proxy Means Test (PMT).

Prerequisites

The user must have a Program Manager role.

Note:

Refer Create User and Assign Role user guide to know how to assign a role for a User.

Procedure

  1. Click the main menu icon and select Programs.

Programs screen is displayed.

  1. Click on the program name to configure PMT.

For example, here, Safety Net Program is selected.

The Programs/Safety Net Program screen is displayed.

  1. Click the PMT Configuration tab in the Safety Net Program section.

The PMT Configuration fields are displayed.

  1. Check the Enable PMT check box.
  2. Click on Add a line in the PMT Parameters field.

The Create PMT Parameters screen is displayed.

  1. Select the appropriate field in the drop-down.
  2. Enter the number in the weightage field.

{% hint style="info" %} The above-mentioned selection fields are computed fields and can be added in the settings. {% endhint %}

  1. Click the Save & New button to select a new field and provide its weightage or click the Save & Close button which will save the fields and their weightage to that program under configuration.

  1. Click the Save button.

Procedure to add computed fields

{% hint style="info" %} Enable developer mode.

Settings --> Developer Tools --> 'Activate the developer mode' {% endhint %}

  1. Click the main menu icon and select Settings.

The Settings screen is displayed.

  1. Click the Technical in the menu bar.

  1. Select the Models below the Database Structure section.

  1. Search Program Registrant Info model in the search bar.

  1. Click the g2p.program.registrant_info model.

The Models/Program Registrant Info screen is displayed.

  1. Click the Fields tab.
  2. Click the add a line link.

The Create Fields screen is displayed.

  1. Enter the Field Name, Field Type, Field Label, dependencies field and compute logic.

  1. Click the Save & New button to select a new computed field or Save & Close button which will save the computed field in the model.

  1. Click the Save button.

{% hint style="info" %} So, these computed fields will display in the selection field of PMT Configuration. {% endhint %}