1. Social Welfare Scheme Mgmt
  2. Start Social Welfare Scheme Mgmt
Get started

Get Social Welfare Scheme Mgmt running in four steps.

Prepare a program, its assessment criteria and the people who will authorize funding and benefit work.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Social Welfare Scheme Mgmt. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Social Welfare Scheme Mgmt in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Social Welfare Scheme Mgmt for your business. Identify Program Manager, Funding Reviewer and the case and benefits team for the pilot. Assign Admin to establish staff identities and operating access.

Prepare the first operating cycle

Bring the program plan, award restrictions and standard kickoff activities and milestones. Choose an assessment with a known date and agreed criteria version. Identify the person who prepares the benefit amount and the source of its payment reference.

Include a program expense and a defined outcome measure with period evidence. Agree the monetary and date conventions before importing records. Use implementation and the data model to establish references and inspect existing linked work.

Review before release

Approve the award and inspect the program kickoff. Capture an eligible assessment and verify the planned benefit’s due date and empty amount. Test approval against a noneligible assessment and payment progression without a reference.

Verify expense rejection cases and confirm the rule never writes Paid. Test missing and zero outcome denominators and keep the ratios unavailable. Review roles and pricing before widening access or connecting another system.

Set up Social Welfare Scheme Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started