New Member
New Member captures someone joining the society. It records their identity, their cover plan and who signed them up, and starts them through the onboarding workflow rather than putting them straight onto cover.
Where to find it
Go to BurialPro > New > Member.
What to enter
| Field | Required | Description |
|---|---|---|
| First / Middle / Last Name | Yes | The principal member. A name is required. |
| Omang | Yes | The national ID. Digits only, no spaces, within the configured length, and not already registered. |
| DOB / Gender / Marital Status | No | Personal details. |
| Phone / Email | No | Contact, and where SMS goes. |
| Home Address / Postal Address | No | Where they live and receive post. |
| Cover Plan | Yes | The product, from Products. |
| Joining Fee | No | Charged once, receipted on supervisor approval. |
| Pay Point / Channel | No | Where and how they will pay. |
| Agent | No | Who signed them up, for commission. |
| Region | No | Where they belong. |
An Omang already on the register is refused rather than duplicated. If a returning member cannot be captured, they are almost certainly a terminated member who should rejoin instead — which puts them back into the waiting period, as intended.
What happens next
The member is created with a reference and enters the onboarding workflow. They move through Checked and Approved into the waiting period, and are activated once it ends — see Members.
Related pages
- Members — the register and workflow
- New Dependent — adding their family
- Products — the plans available