Beginning at the main screen, select Clients then select Groups from the drop-down menu. This will launch the Groups page.
From Mifos home page, there are 3 (three) ways of creating a group: Search Activities box, Clients drop-down menu, or via the Navigation bar.
Once the Create Group page opens. Provide details in the following fields taking note that the fields with asterisk(*) are mandatory.
Field Name (attribute) | Description | Example | Validations (if applicable) |
---|---|---|---|
Office | From drop-down menu, select the office to which the clients belong to in order to create their group. | ||
Name | Provide the name for the group (Mandatory Field) | ||
Staff | From drop-down menu select the available staff belonging to the particular office. | ||
Add Clients | Allows you to select from a list of available clients | ||
Active | Allows you to activate the group for specific date. | ||
Activation date | Allows you to select a current or back date | ||
External id | Provide External Id for the group | ||
Submitted on | Provide the submission date of the created group. |
Once the group is Created, The next step is to assign the meeting date for the group. In order to assign the meeting date, go to the group and click on 'More' tab and then click on "Assign Meeting Date" to see the following window:
After that, the window of a specific group looks like the image below:
You can attach meeting to a group at the Center or Group level. Attaching a meeting at the center level attaches it to all the groups within that center.
At the group level, navigate to the group. From the Group page, click on More drop-down box. Select Attach Meeting option. Fill in the following details:
Tip: Meeting can be created backdated also.
In the Group page, click the +Group Loan Application page. The New Loan Application page opens.
Select the loan product from the Product drop-down menu. The product list choices depend on ??. Selecting the loan product enables other fields on the page.
Make sure the Sync repayments with meeting option is selected.
In the Group page, click the +Group Loan Application page. The New Loan Application page opens.
Select the loan product from the Product drop-down menu. The product list choices depend on ??. Selecting the loan product enables other fields on the page.
Make sure the Sync disbursement date with meeting option is selected.
Click Submit button.
Edit the following details.
Field Name (attribute) | Description | Example | Validations (if applicable) |
---|---|---|---|
Name | mandatory field | ||
Staff | Provide the new staff name | ||
External id | Provide the external id for the group | ||
Activation date | Provide the activation date of the group |
In the Group page, click on Manage Members tab to see the following window.
Click Add button to associate the new existing member to the group.
Select the desired clients and click on ">>" button and select the destination group.
Click Here to see How to create Group Saving Account
Click Here to see How to create Group Loan Account
Click Here to see How to process Bulk JLG Loan Application
Explanation of how this differs with Mifos 2.x In Mifos 2.x the concept of the group meeting and its schedule were rigidly constructed that closely affected every aspect of the client, group, center, loan. Being so central, made setting up these meetings very intuitive, but also very difficult and hard to support anything outside of this meeting behavior. The functionality for configuring group meetings is a little hidden in Mifos X so that's why we need this explanation section. |
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