Questions, answered

Click Get started, then use Proto to configure Beneficiary Tracking for your business. Begin with a pilot service, its owning organization, an operator and an independent reviewer. Prepare a representative application with evidence and agree what establishes delivery before the first operating cycle.

Each application carries a citizen reference alongside its application number. Agree the source of that reference during setup, then use it consistently when adding requirements or documents to the case.

The Citizen Service Portal Operator registers the request, records requirement checks and attaches evidence. The assigned owner remains visible as the application moves through preparation and review.

The Citizen Service Portal Reviewer records an independent decision against the exact application revision. The decision can be Approved, Returned or Rejected, with a reason and evidence reference. The preparer cannot provide their own independent approval.

Keep the requirement Pending while it needs attention, and record the document’s verification result separately. Assign a follow-up with a responsible person and due date, then record its resolution when the requested work is complete.

The operator follows the decision and delivery action. The application moves through Decided toward Delivered, with the operation run and attempts retaining the execution outcome. Confirm the required delivery evidence and retain the completion date and delivery reference.

Inspect the original attempt and provider reference before taking further action. Keep the investigation assigned to a named person and reconcile the outcome with the provider when a connection is involved.

Use the correction process to preserve the prior revision, evidence and decisions while a successor goes through independent review. If a delivery is superseded, assign the compensating follow-up and retain its resolution.

Yes, as a connection to set up during implementation. Agree field mappings for incoming requests and the receipt evidence for fulfillment results. Rehearse a representative request and an uncertain provider response before routine use.

Review application progress, requirement outcomes, independent decisions and recorded delivery results. Inspect overdue follow-up alongside completed work so staff can identify the cases needing attention next. See reports for the operating questions.