{"id":943,"date":"2026-04-13T13:40:49","date_gmt":"2026-04-13T13:40:49","guid":{"rendered":"https:\/\/www.sikasoftonline.net\/?p=943"},"modified":"2026-04-13T13:40:49","modified_gmt":"2026-04-13T13:40:49","slug":"group-registration","status":"publish","type":"post","link":"https:\/\/www.sikasoftonline.net\/index.php\/2026\/04\/13\/group-registration\/","title":{"rendered":"\u00a0Group Registration"},"content":{"rendered":"\n<p id=\"user-content-description\">The\u00a0<strong>Group Registration<\/strong>\u00a0module is designed for the management of collective financial entities such as Susu groups, cooperatives, trade associations, or social clubs. This module allows the institution to register a &#8220;Group&#8221; as a single administrative unit while maintaining linked records of all individual members. It captures vital operational data including meeting schedules, leadership hierarchies (President, Treasurer, etc.), and group objectives, facilitating specialized group-based lending or savings schemes.<\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\" id=\"user-content-purpose\">PURPOSE<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Standardize the registration of non-individual collective bodies.<\/li>\n\n\n\n<li>Document group governance structures for credit risk assessment.<\/li>\n\n\n\n<li>Link individual customers to a shared &#8220;Group Account&#8221; for collective reporting.<\/li>\n\n\n\n<li>Track meeting schedules and locations (via GPS) for field officer visits.<\/li>\n\n\n\n<li>Enable group-level analysis (Gender distribution, objectives, and leadership).<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"user-content-step-by-step-guide\">STEP-BY-STEP GUIDE<\/h2>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Step 1 \u2014 Accessing the Module<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to\u00a0<strong>Customer Records module <\/strong>and select<strong> Group Registration<\/strong>\u00a0via the sidebar.<\/li>\n\n\n\n<li>The dashboard displays\u00a0<strong>Authorised<\/strong>\u00a0and\u00a0<strong>Unauthorised<\/strong>\u00a0tabs for managing group statuses.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"278\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-43-1024x278.png\" alt=\"\" class=\"wp-image-944\" srcset=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-43-1024x278.png 1024w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-43-300x81.png 300w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-43-768x208.png 768w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-43-1536x417.png 1536w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-43.png 1655w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Step 2 \u2014 Creating a New Group Profile<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the\u00a0<strong>Add Group<\/strong>\u00a0button to open the registration form.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"278\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/hh-1024x278.png\" alt=\"\" class=\"wp-image-945\" srcset=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/hh-1024x278.png 1024w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/hh-300x81.png 300w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/hh-768x208.png 768w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/hh-1536x417.png 1536w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/hh.png 1655w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Basic Info:<\/strong>\u00a0Enter the\u00a0<strong>Group Name<\/strong>\u00a0and select the\u00a0<strong>Meeting Day<\/strong>\u00a0(e.g., Every Monday).<\/li>\n\n\n\n<li><strong>Logistics:<\/strong>\u00a0Capture the\u00a0<strong>Meeting Time<\/strong>\u00a0and\u00a0<strong>Meeting Place<\/strong>\u00a0(using Ghana Post GPS coordinates).<\/li>\n\n\n\n<li><strong>Statistics:<\/strong>\u00a0Input the number of\u00a0<strong>Males<\/strong>\u00a0and\u00a0<strong>Females<\/strong>\u00a0currently in the group.<\/li>\n\n\n\n<li><strong>Objectives:<\/strong>\u00a0Define the primary purpose of the group (e.g., &#8220;Mutual Savings&#8221;).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"517\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-44-1024x517.png\" alt=\"\" class=\"wp-image-946\" srcset=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-44-1024x517.png 1024w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-44-300x152.png 300w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-44-768x388.png 768w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/image-44.png 1140w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Step 3 \u2014 Documenting Leadership<\/strong>&nbsp;Fill in the specific officer fields to define accountability:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>President \/ Secretary \/ Treasurer:<\/strong>\u00a0Enter the full names of the primary executives.<\/li>\n\n\n\n<li><strong>Contact Person:<\/strong>\u00a0Designate one individual for all official institutional communications.<\/li>\n\n\n\n<li><strong>Phone No.:<\/strong>\u00a0Provide the verified mobile number for the group&#8217;s lead representative.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Step 4 \u2014 Adding Group Members<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once the group profile is saved\/recalled, the\u00a0<strong>Create Group Members<\/strong>\u00a0button will become active.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"517\" src=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/www-1024x517.png\" alt=\"\" class=\"wp-image-947\" style=\"aspect-ratio:1.9807342643816008;width:563px;height:auto\" srcset=\"https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/www-1024x517.png 1024w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/www-300x152.png 300w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/www-768x388.png 768w, https:\/\/www.sikasoftonline.net\/wp-content\/uploads\/2026\/04\/www.png 1140w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click\u00a0<strong>Find Customers and Add as Group Members<\/strong>.<\/li>\n\n\n\n<li>Use the search tool to locate existing registered customers.<\/li>\n\n\n\n<li>Select the customer and click\u00a0<strong>Add to Group<\/strong>.<\/li>\n\n\n\n<li><em>Review:<\/em>\u00a0The &#8220;Group Members Register&#8221; will now show the member&#8217;s name, occupation, and phone number linked to this group.<\/li>\n<\/ol>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Step 5 \u2014 Finalizing &amp; Authorization<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click\u00a0<strong>Save<\/strong>\u00a0to submit the group profile for review.<\/li>\n\n\n\n<li><em>System Action:<\/em>\u00a0The group remains in the\u00a0<strong>Unauthorised<\/strong>\u00a0queue.<\/li>\n\n\n\n<li>A supervisor must verify the group credentials on the\u00a0<strong>Group Auth<\/strong>\u00a0page before group-based transactions (like Group Loans) can be processed.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"user-content-key-notes\">KEY NOTES<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pre-requisite:<\/strong>\u00a0Every group member must first be registered as an\u00a0<strong>Individual Customer<\/strong>\u00a0through the standard Registration module before they can be added to a group.<\/li>\n\n\n\n<li><strong>Dynamic Statistics:<\/strong>\u00a0While you manually input &#8220;No. of Males\/Females&#8221; during setup, the actual linked member list provides the definitive audit trail for reports.<\/li>\n\n\n\n<li><strong>Recall Function:<\/strong>\u00a0Use the\u00a0<strong>Recall<\/strong>\u00a0button in the search table to update group leadership or add\/remove members as the group evolves.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The\u00a0Group Registration\u00a0module is designed for the management of collective financial entities such as Susu groups, cooperatives, trade associations, or social clubs. This module allows the institution to register a &#8220;Group&#8221; as a single administrative unit while maintaining linked records of all individual members. It captures vital operational data including meeting schedules, leadership hierarchies (President, Treasurer, [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":948,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49,62],"tags":[],"class_list":["post-943","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-records","category-group-registration"],"_links":{"self":[{"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/posts\/943","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/comments?post=943"}],"version-history":[{"count":1,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/posts\/943\/revisions"}],"predecessor-version":[{"id":949,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/posts\/943\/revisions\/949"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/media\/948"}],"wp:attachment":[{"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/media?parent=943"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/categories?post=943"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sikasoftonline.net\/index.php\/wp-json\/wp\/v2\/tags?post=943"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}