Get Beneficiary Tracking running in four steps.

Click Get started, then use Proto to configure Beneficiary Tracking for your business. Select the organization and service for the first operating cycle. Name the operator responsible for preparation and the reviewer responsible for the independent decision. Review roles with the people who will run the pilot.

Bring the service definition and policy reference, staff details and the beneficiary reference convention used by your team. Choose representative applications with supporting documents, including a case that should be returned for correction. Agree the evidence that establishes delivery and identify any intake or fulfillment connection to set up.

Use application intake to prepare a request, then follow it through review and delivery. Include a follow-up action with a named assignee and due date so the team can practice the outstanding-work handoff.

Confirm that the operator and reviewer can explain the same application revision from its records. Check an uncertain delivery result and a correction to executed work, preserving the previous evidence. Review the completed delivery reference and remaining follow-up with the Read Only Analyst. Expand the pilot after the responsible people can complete these handoffs and explain their decisions. The implementation guide sets out the full rehearsal.