GITBOOK-125: Suseela's Jan 18 changes

README.md

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 # 🏠 Home
 
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-<figure><img src=".gitbook/assets/Open G2P Horizontal [email protected]" alt="" width="375"><figcaption></figcaption></figure>
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 [OpenG2P](https://openg2p.org) is an open-source platform that enables governments and humanitarian organizations to deliver critical social benefits directly to those who need them. It facilitates the building of secure, inclusive and efficient registries and digital cash transfer delivery systems
 
 OpenG2P is a Digital Public Good (DPG) recognized by the[ DPGA](https://digitalpublicgoods.net/) and a significant building block of a country's Digital Public Infrastructure ([DPI](https://docs.cdpi.dev/dpi/readme)). OpenG2P contributes to the G2P transfers DPI layer in a digital economy, while leveraging DPGs in other categories. Its modular and interoperable technology augments existing systems in countries, without discarding what works or starting from scratch.
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 OpenG2P is built on a bedrock of good practices and principles that drive our work towards empowering populations around the world through technology.
 
-<figure><img src=".gitbook/assets/guiding-principles.png" alt="" width="375"><figcaption></figcaption></figure>
+<figure><img src=".gitbook/assets/guiding-principles.png" alt="" width="375"><figcaption><p>Guiding principles</p></figcaption></figure>
 
 The OpenG2P code is currently available on [GitHub](https://github.com/openg2p) under an MPL 2.0 licence. It is currently housed in the International Institute of Information Technology, Bangalore ([IIITB](https://www.iiitb.ac.in/)), a non-profit research university.

guides/user-guides/create-a-program.md

@@ -27,7 +27,7 @@ _**Programs**_ screen provides dashboard view which lists all the available Prog
 
 In _**Programs**_ screen, the available features and their descriptions are:
 
-<table><thead><tr><th width="130">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Create</td><td>Click the <em><strong>Create</strong></em> button to create new user</td></tr><tr><td><img src="../../.gitbook/assets/image (1).png" alt="" data-size="original"></td><td>Click the <em><strong>Export All</strong></em> button to download Users details in excel format</td></tr><tr><td>&#x3C;</td><td>Click the <em><strong>Left</strong></em> arrow to go the previous screen</td></tr><tr><td>></td><td>Click the <em><strong>Right</strong></em> arrow to go the next screen</td></tr><tr><td>Filters</td><td><p>Click the <em><strong>Filters</strong></em> link and select the appropriate options. </p><p>The valid values are: </p><ul><li>Archived</li><li>Add Customer Filter</li></ul><p>The advanced filter option allows you to define conditions and criteria to refine the search results.</p><ul><li>Select the <em><strong>Add Customer filter</strong></em> and then select the appropriate option in the first drop-down to display the specific data based on the option selected.</li><li>Select the criteria in second and third drop-down to refine the search results. </li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul><p><em>Note: To enhance the search, click the <strong>Add a condition</strong> button and follows the steps given in <strong>Add Customer Filter</strong> option</em></p></td></tr><tr><td>Group By</td><td><ul><li>Click the <em><strong>Group By</strong></em> link, select <strong>Add Custom Group</strong> and then select the appropriate options in the drop-down to display the specific data based on the option selected.</li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul></td></tr><tr><td>Favorites</td><td><ul><li><p>Click the <em><strong>Favorites</strong></em> link, select <strong>Save current search</strong> and then check the appropriate options. The valid values are: </p><ul><li>Use by default</li><li>Share with all users</li></ul></li><li>Click the <em><strong>Save</strong></em> button to display the data based on the search</li></ul></td></tr><tr><td>Search</td><td>This field is filled when the available option are selected in Filers, Group By, Favorites</td></tr></tbody></table>
+<table><thead><tr><th width="130">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Create</td><td>Click the <em><strong>Create</strong></em> button to create new program</td></tr><tr><td><img src="../../.gitbook/assets/image (1).png" alt="" data-size="original"></td><td>Click the <em><strong>Export All</strong></em> button to download the details in excel format</td></tr><tr><td>&#x3C;</td><td>Click the <em><strong>Left</strong></em> arrow to go the previous screen</td></tr><tr><td>></td><td>Click the <em><strong>Right</strong></em> arrow to go the next screen</td></tr><tr><td>Filters</td><td><p>Click the <em><strong>Filters</strong></em> link and select the appropriate options. </p><p>The valid values are: </p><ul><li>Archived</li><li>Add Customer Filter</li></ul><p>The advanced filter option allows you to define conditions and criteria to refine the search results.</p><ul><li>Select the <em><strong>Add Customer filter</strong></em> and then select the appropriate option in the first drop-down to display the specific data based on the option selected.</li><li>Select the criteria in second and third drop-down to refine the search results. </li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul><p><em>Note: To enhance the search, click the <strong>Add a condition</strong> button and follows the steps given in <strong>Add Customer Filter</strong> option</em></p></td></tr><tr><td>Group By</td><td><ul><li>Click the <em><strong>Group By</strong></em> link, select <strong>Add Custom Group</strong> and then select the appropriate options in the drop-down to display the specific data based on the option selected.</li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul></td></tr><tr><td>Favorites</td><td><ul><li><p>Click the <em><strong>Favorites</strong></em> link, select <strong>Save current search</strong> and then check the appropriate options. The valid values are: </p><ul><li>Use by default</li><li>Share with all users</li></ul></li><li>Click the <em><strong>Save</strong></em> button to display the data based on the search</li></ul></td></tr><tr><td>Search</td><td>This field is filled when the available option are selected in Filers, Group By, Favorites</td></tr></tbody></table>
 
 ### Create Program
 
@@ -60,6 +60,8 @@ In _**Set Program Settings**_ screen, you can find the below tabs.
 
 <figure><img src="../../.gitbook/assets/Set-Program-Settings-Eligibility Criteria.png" alt=""><figcaption><p>Configure the Default Eligibility Criteria</p></figcaption></figure>
 
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 <table><thead><tr><th width="185">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Eligibility manager</td><td>Default option is selected by default</td></tr><tr><td>Admin Area</td><td>Enter the admin area </td></tr><tr><td>Filter</td><td></td></tr><tr><td>Match all records</td><td>Retrieves the data which matches all records</td></tr><tr><td><img src="../../.gitbook/assets/image (7).png" alt="" data-size="original"></td><td><p>Click the <em><strong>Records</strong></em> button. The <em><strong>Selected records</strong></em> screen is displayed. </p><p><em>Note:</em> </p><ul><li><em>By default the list of three records are listed in the <strong>Selected records</strong> screen.</em></li><li><em>Click the <strong>Cancel</strong> button to close the <strong>Selected records</strong> screen.</em></li></ul></td></tr><tr><td><img src="../../.gitbook/assets/image (9).png" alt="" data-size="original"></td><td>Click the <em><strong>Refresh</strong></em> button to refresh the screen</td></tr><tr><td>Add filter</td><td><p>Click the <em><strong>Add filter</strong></em> button to set eligibility criteria using <a href="https://github.com/OpenG2P/openg2p-documentation/blob/1.2.1/beneficiary-management/eligibility.md#domain-filters">Domain Filters</a>. You may set multiple eligibility criteria. </p><ol><li>Click the <em><strong>Add filters</strong></em> button. The multiple criteria fields are displayed.</li><li>Select the multiple criteria such as ID, condition and count.</li><li>Click the <strong>x</strong> button to remove the entry in the criteria fields.</li><li>Click the <strong>+</strong> button to add new multiple criteria field.</li><li>Click the <strong>...</strong> option to display fields in <em><strong>Any of</strong></em> section. The multiple criteria fields are displayed.</li></ol><p><em>Note: You can click the <strong>...</strong> option to add n number of <strong>Any of</strong> section</em></p><ol start="6"><li>The value chosen in the multiple criteria fields are displayed in the <em><strong>Code editor</strong></em>.</li><li>In the Match records chose one of the followings:</li></ol><ul><li>Select <em><strong>All</strong></em> to display the data belongs to <em><strong>All</strong></em> section </li><li>Select <em><strong>Any</strong></em> to display the data belongs to <em><strong>Any</strong></em> <em><strong>of</strong></em> section</li></ul></td></tr></tbody></table>
 
 <figure><img src="../../.gitbook/assets/Selected-records.png" alt=""><figcaption><p>Selected records screen</p></figcaption></figure>