1-24 of 86 results in category: “Participant Lifecycle and Communications”
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Transfer

Transfer

Series - 2 Resources
This series explains what Transfer is all about and how it is to be encoded in Connect.
Planned Exit

Planned Exit

This process flow shows the steps in processing a Planned Exit.
Unplanned Exit

Unplanned Exit

This process flow shows the steps in processing Unplanned Exit.
Biennial Update

Biennial Update

This documents shows the step by step guide in doing a Participant Update (Biennial).
How to Use the Beneficiary Letter Portal via Mobile Phone

How to Use the Beneficiary Letter Portal via Mobile Phone

This video tutorial is intended for our youths who will access the Beneficiary Letter Portal via mobile phone. Watch this step-by-step guid…
Survival to Sponsorship Transition

Survival to Sponsorship Transition

This process flow shows the transition process from Survival to Sponsorship.
Child Letter: Use of Preferred Names for Sponsors and Participants

Child Letter: Use of Preferred Names for Sponsors and Participants

Starting 2021, we will now be using preferred names only in letters in addressing the sponsor/s and the participants. This job aid contains reminders…
Guide to Sponsorship Launch Reporting Milestone

Guide to Sponsorship Launch Reporting Milestone

This job aid serves as our guide about Sponsorship Launch Reports
How to Check the Sponsor Letter and Verify Gift IDs for a Participant Letter

How to Check the Sponsor Letter and Verify Gift IDs for a Participant Letter

This job aid provides step-by-step instructions on how to check the sponsor letter associated with a participant's reciprocal letter and verify the g…
How to Resolve  “Rework Profile/Photo”

How to Resolve “Rework Profile/Photo”

This job aid serves as guide in resolving rework for profile or photo.
Dashboard Reminder

Dashboard Reminder

This is a reminder on what to do after refreshing the dashboard 7 days after submission
How to Change Program Type

How to Change Program Type

This job aid serves as a guide for changing the program type in Connect
Sample Template in Creating Notes

Sample Template in Creating Notes

This job aid serves as guide in creating notes.
How to Check the Correct Sponsor Letter for a Participant

How to Check the Correct Sponsor Letter for a Participant

This job aid serves as a guide to check the correct sponsor letter for a participant in Connect.
How to Upload Project Gift Thank You Letter in Connect

How to Upload Project Gift Thank You Letter in Connect

This job aid serves as a guide in resoliving the duplicate photo issue in the Beneficiary Photo App.
How to Resolve “Duplicate Photo Error” in Beneficiary Photo App

How to Resolve “Duplicate Photo Error” in Beneficiary Photo App

This job aid serves as a guide in resolving the duplicate photo issue in the Beneficiary Photo App.
Video Tutorial: How to Send Photo Replacement

Video Tutorial: How to Send Photo Replacement

In this video, you will learn step-by-step how to replace a participant's photo using the Beneficiary Photo App.
How to Send Photo Replacement

How to Send Photo Replacement

This job aid serves as a guide for replacing a participant's photo using the Beneficiary Photo App.
Gift Delivery

Gift Delivery

This documents shows the step by step guide on gifts delivery to participants.
Process Flow: Sponsor to Participant (S2P) Letter

Process Flow: Sponsor to Participant (S2P) Letter

This job aid shows the process flow of a letter from a sponsor to their participant.