Social Welfare Scheme Mgmt connects funded program work with eligibility assessment and benefit follow-through. Programs carries the responsible owner, operating dates, budget and lifecycle.
Programs in one list
Funding Reviewer approves the award after checking its amount, linked program and restrictions.
Every feature works on the same records. Pick one to see the screen your team works in.
Establish the program owner and operating plan, then activate funded work from an approved award.
Programs
| Program name | Owner | Starts at | Ends at | Budget | Status | |
|---|---|---|---|---|---|---|
| Winter heating assistance | Elena Petrov | 03 Nov | 08 Nov | 820 | Active | |
| Family food access | Elena Petrov | 16 Oct | 21 Oct | 380 | Active | |
| Community transport grants | Luca Bianchi | 13 Oct | 19 Oct | 620 | Active | |
| Youth skills bursary | Grace Okafor | 18 Oct | 27 Oct | 380 | Active | |
| Emergency rent support | Sofia Alvarez | 16 Oct | 23 Oct | 760 | Active |
Follow assigned program work and retain the evidence that explains a milestone's completion.
Activities
| Activity name | Program | Due date | Completed at | Status | Owner | |
|---|---|---|---|---|---|---|
| Review heating applications | Emergency rent support | 25 Oct | Planned | Luca Bianchi | ||
| Verify household income | Senior home safety | 12 Oct | Approved | Grace Okafor | ||
| Schedule transport assessment | Emergency rent support | 27 Oct | In Progress | Jamal Carter | ||
| Process bursary approvals | Winter heating assistance | 02 Nov | 23 Oct | Completed | Fatima Rahman | |
| Confirm landlord payment details | Caregiver respite fund | 11 Oct | Planned | Mei Lin |
Record the applicant assessment under the correct program and criteria version, then follow its eligibility state.
Approval conditions
| Applicant name | Program | Assessed at | Criteria version | Status | |
|---|---|---|---|---|---|
| Amina Yusuf | Youth skills bursary | 28 Oct | Heating criteria v2.1 | Pending | |
| Diego Morales | Community transport grants | 16 Oct | Food access criteria v1.4 | Pending | |
| Priya Nair | School meal supplement | 25 Oct | Transport criteria v3.0 | Pending | |
| Elena Petrov | Youth skills bursary | 17 Oct | Bursary criteria v1.2 | Pending | |
| Jamal Carter | Emergency rent support | 23 Oct | Rent support criteria v2.0 | Pending |
Prepare benefits from eligible assessments and track their authorized progression with payment references.
Approval conditions
| Assessment | Due date | Amount | Payment reference | Status | |
|---|---|---|---|---|---|
| Mei Lin | 15 Oct | 680 | BEN-2026-0412 | Planned | |
| Amina Yusuf | 20 Oct | 580 | BEN-2026-0413 | Planned | |
| Priya Nair | 26 Oct | 780 | BEN-2026-0414 | Planned | |
| Mei Lin | 21 Oct | 770 | BEN-2026-0415 | Planned | |
| Mei Lin | 29 Oct | 770 | BEN-2026-0416 | Planned |
Prepare program costs with evidence and apply explicit review checks before any separate payment event.
Expenses
| Program | Expense date | Category | Amount | Evidence | Status | |
|---|---|---|---|---|---|---|
| Caregiver respite fund | 23 Oct | Direct benefits | 600 | signed-eligibility-review.pdf | Review | |
| Emergency rent support | 19 Oct | Case management | 440 | heating-payment-receipt.pdf | Review | |
| Community transport grants | 24 Oct | Transport support | 100 | transport-trip-log.csv | Review | |
| Community transport grants | 29 Oct | Training materials | 20 | training-attendance-oct.pdf | Review | |
| Family food access | 01 Nov | Home safety equipment | 210 | home-visit-checklist.pdf | Review |
Report defined program measures by period and keep unavailable ratios separate from valid observed results.
Outcome results
| Measure | Period start | Period end | Numerator | Denominator | Evidence | |
|---|---|---|---|---|---|---|
| Families with stable food access | 16 Oct | 25 Oct | 820 | 950 | signed-eligibility-review.pdf | |
| Tenancies retained after aid | 22 Oct | 26 Oct | 330 | 590 | heating-payment-receipt.pdf | |
| Caregivers receiving respite | 14 Oct | 22 Oct | 360 | 270 | transport-trip-log.csv | |
| Homes with safety upgrades | 18 Oct | 26 Oct | 30 | 840 | training-attendance-oct.pdf | |
| Families with stable food access | 23 Oct | 27 Oct | 290 | 750 | home-visit-checklist.pdf |
Funded program to benefit follow-through ships ready to use. 2 steps need a named approval before the work moves on: Approve funding award (Funding Reviewer) and Approve benefit disbursement (Benefits Officer).
Funding Reviewer checks the program, amount and restrictions before approving the award.
Validate the approved award and create the program's standard kickoff work.
Record the applicant assessment with its program, date and criteria version.
Prepare a linked Planned benefit for an eligible assessment with its due date and an empty amount.
Benefits Officer checks the Eligible assessment before approving the prepared benefit.
Follow the permitted payment-progress states with the required reference and unchanged amount.
Open any program to see its activities, the roles that work on it, its process stages and its approvals on one page.
Starts at, Ends at, Budget and Owner.
Each line is linked to this program.
Program Manager, Funding Reviewer and Case Worker, each with their own permissions.
Establish program ownership and Approve funding award, with the role that acts.
Approve funding award and Approve benefit disbursement, with who decides.
Planned
| Activity name | Program | Due date |
|---|---|---|
| Review heating applications | Emergency rent support | 25 Oct |
| Verify household income | Senior home safety | 12 Oct |
| Schedule transport assessment | Emergency rent support | 27 Oct |
Program Manager maintains the operating plan, assigned work and measure definitions. Admin maintains the staff identity behind each owner.
Signed in as Funding Reviewer
| Decision | Approver | |
|---|---|---|
| Approve funding awardFunding Reviewer checks the program, amount and restrictions before approving the award. | Funding Reviewer | |
| Approve benefit disbursementBenefits Officer checks the Eligible assessment before approving the prepared benefit. | Benefits Officer | |
| Approve funding awards | Funding Reviewer | |
| Approve benefit disbursements | Benefits Officer |
Everyone opens Social Welfare Scheme Mgmt to the work that is theirs. Pick a role to see what it starts with.
Own program planning, assigned activity and milestone work, and the definitions used to review results.
This is the first screen this role sees.
Eligibility assessments · Program Manager
| Applicant name | Program | Assessed at | Criteria version | Status | |
|---|---|---|---|---|---|
| Amina Yusuf | Youth skills bursary | 28 Oct | Heating criteria v2.1 | Pending | |
| Diego Morales | Community transport grants | 16 Oct | Food access criteria v1.4 | Pending | |
| Priya Nair | School meal supplement | 25 Oct | Transport criteria v3.0 | Pending | |
| Elena Petrov | Youth skills bursary | 17 Oct | Bursary criteria v1.2 | Pending | |
| Jamal Carter | Emergency rent support | 23 Oct | Rent support criteria v2.0 | Pending |
Review the funder award and restrictions and authorize eligible program funding.
This is the first screen this role sees.
Programs · Funding Reviewer
Capture applicant assessments against the program criteria and follow recorded appeal work.
This is the first screen this role sees.
Eligibility assessments · Case Worker
| Applicant name | Program | Assessed at | Criteria version | Status | |
|---|---|---|---|---|---|
| Amina Yusuf | Youth skills bursary | 28 Oct | Heating criteria v2.1 | Pending | |
| Diego Morales | Community transport grants | 16 Oct | Food access criteria v1.4 | Pending | |
| Priya Nair | School meal supplement | 25 Oct | Transport criteria v3.0 | Pending | |
| Elena Petrov | Youth skills bursary | 17 Oct | Bursary criteria v1.2 | Pending | |
| Jamal Carter | Emergency rent support | 23 Oct | Rent support criteria v2.0 | Pending |
Prepare benefit amounts and authorize eligible disbursements before tracking referenced payment progress.
This is the first screen this role sees.
Eligibility assessments · Benefits Officer
| Applicant name | Program | Assessed at | Criteria version | Status | |
|---|---|---|---|---|---|
| Amina Yusuf | Youth skills bursary | 28 Oct | Heating criteria v2.1 | Pending | |
| Diego Morales | Community transport grants | 16 Oct | Food access criteria v1.4 | Pending | |
| Priya Nair | School meal supplement | 25 Oct | Transport criteria v3.0 | Pending | |
| Elena Petrov | Youth skills bursary | 17 Oct | Bursary criteria v1.2 | Pending | |
| Jamal Carter | Emergency rent support | 23 Oct | Rent support criteria v2.0 | Pending |
Prepare program expenses, inspect automated verification results and record separately confirmed payment outcomes.
This is the first screen this role sees.
Programs · Finance Officer
Prepare period results and evidence against the program's declared outcome measures.
This is the first screen this role sees.
Programs · Monitoring Officer
Maintain platform users and the staff identities used for program and activity ownership.
Read funding, eligibility, benefit progress and outcome evidence without confusing them with monetary actuals.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Planned | 37 | ||
| Approved | 6 | 16% | |
| Active | 3 | 50% | |
| Completed | 1 | 33% |
Sample totals per stage
List Programs by Owner and Status with starts at, ends at and Budget to review the operating plan.
Group funding awards by Program and Status, showing funder name, award amount and Restrictions under the agreed monetary convention.
Review Activities and Milestones under each Program using due date, completed at and the appropriate status or evidence fields.
Group eligibility assessments by Program, criteria version and Status without treating applicant names as unique beneficiary identities.
List benefit disbursements by due date and Status with Assessment, Amount and payment reference, keeping preparation separate from confirmed external payment evidence.
Group Expenses by Program, Category and Status with Amount and expense date, distinguishing Approved from Paid.
Group outcome results by Measure and reporting period with Numerator, Denominator and Evidence; report a ratio as unavailable when Denominator is missing or zero.
Compare Eligible eligibility assessments with linked benefit disbursements to inspect planned benefit creation, the 30-day due-date rule and duplicate child records per assessment.
See how Social Welfare Scheme Mgmt fits your kind of team.
Coordinate funded community work with criteria-based assessments and benefit follow-through.
Keep funding restrictions, program expenses and outcome evidence connected to an accountable operating plan.
Keep assessment context and benefit progression understandable across case, program and finance responsibilities.
Each stage of funded program to benefit follow-through names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Prepare program work and explain its evidence while responsible staff retain eligibility and funding decisions.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 11 tablesStart with one team and one process, then add the rest once the basics are running.
Identify the owner, operating dates, budget and funding restrictions. Assign the people responsible for assessments, benefits, expenses and outcome evidence.
Configure staff-to-user references and the operating roles. Check access to applicant records and attachments as well as the shared program context.
Approve an award, inspect the Active program and check the standard kickoff activities and milestones. Repeat processing and inspect existing work for duplicates.
Use the agreed criteria version and a known assessment date. Inspect the planned benefit due 30 days later, confirm its amount is empty and verify repeat handling for the same assessment.
Prepare the amount, approve only against an Eligible assessment and test the required reference at Sent and Confirmed. Inspect external payment evidence through the separately configured process.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Social Welfare Scheme Mgmt for your business. Begin with a funded program, its owner and a case team using an agreed criteria version. Rehearse an eligible assessment, its planned benefit and the payment-reference handoff before expanding.
The action validates the linked program and award amount, activates the program and creates standard kickoff activities and milestones. Program Manager inspects their ownership and evidence expectations. Repeated processing recognizes the standard names.
Case Worker applies the organization's agreed assessment criteria and records the supported outcome with its criteria version. The capture action validates the program and permitted state handling; staff remain responsible for the assessment process.
Capturing an Eligible assessment creates a linked Planned benefit due 30 days after the assessment date. Its amount remains empty for authorized preparation. Repeating equivalent processing for the same assessment must not create another planned benefit.
Approval requires the linked assessment to be Eligible. Benefits Officer checks that context before moving Planned work to Approved.
Both states require a nonempty payment reference. Agree the separate payment process and inspect its actual confirmation evidence before recording the corresponding progress. The status action leaves the amount unchanged.
No. The verification checks a positive amount, present category and Active program, then produces Approved or Rejected. Paid requires the separate externally confirmed payment event.
A missing or zero denominator makes the ratio unavailable. Keep the underlying inputs and evidence, and do not publish an impact or percentage derived from that invalid basis.
Case Worker reviews Appealed Assessments with the program and criteria version that informed the original decision. The case team handles the appeal under its agreed procedure; the appeal alone does not authorize a benefit.
Program Manager reviews My Activities against the signed-in staff identity, due dates and completion dates. For a milestone that appears due, check its completion date and evidence before treating it as unfinished.
Start free, then use Proto to change fields, steps and approvals before your team goes live.