Active Groups

Filtered to currently active groups that are meeting and transacting. It is the working list officers use to schedule meetings, follow up contributions and confirm a group is in good standing before disbursing a group loan.

Active Groups
Active Groups — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Groups then Active Groups
  2. Locate the group by name, branch or officer
  3. Open it to review the current roster and standing
  4. Schedule the next meeting from the group record
  5. Confirm group health before processing group lending

Fields reference

Every field on this screen, drawn from the live data model.

FieldTypeRequiredDescription
Max Defaulters %
max_defaulters_percent
Decimal—Maximum percentage of defaulters before group suspension
Group Name
name
TextYesGroup Name
Group Type
group_type
Choice: Solidarity Group, Joint Liability Group (JLG), Village Savings & Loan (VSLA), Chama/Investment Club, Cooperative, SACCO, Center, OtherYesGroup Type
Branch
branch_id
Link → mfi.branchYesBranch
Has Message
has_message
Yes/No—Has Message
Group Code
code
Text—Group Code
Status
state
Choice: Draft, Pending Approval, Active, Suspended, Closed—Status
Parent Group/Center
parent_id
Link → mfi.member.group—Parent Group/Center
Sub-Groups
child_ids
List—Sub-Groups
Formation Date
formation_date
Date—Formation Date
Registration Date
registration_date
Date—Registration Date
Registration Number
registration_no
Text—Registration Number
Meeting Frequency
meeting_frequency
Choice: Daily, Weekly, Bi-Weekly, Monthly, Quarterly—Meeting Frequency
Meeting Day
meeting_day
Choice: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday—Meeting Day
Meeting Time
meeting_time
Decimal—Meeting Time
Meeting Venue
meeting_venue
Text—Meeting Venue
Latitude
latitude
Decimal—Latitude
Longitude
longitude
Decimal—Longitude
Chairperson
chairperson_id
Link → mfi.member—Chairperson
Vice Chairperson
vice_chairperson_id
Link → mfi.member—Vice Chairperson
Secretary
secretary_id
Link → mfi.member—Secretary
Treasurer
treasurer_id
Link → mfi.member—Treasurer
Members
member_ids
Tags—Members
Member Count
member_count
Number—Member Count
Active Members
active_member_count
Number—Active Members
Maximum Members
max_members
Number—Maximum Members
Minimum Members
min_members
Number—Minimum Members
Share Value
share_value
Decimal—Share Value
Minimum Contribution
min_contribution
Decimal—Minimum Contribution
Max Shares Per Meeting
max_shares_per_meeting
Number—Max Shares Per Meeting
Social Fund Contribution
social_fund_contribution
Decimal—Social Fund Contribution
Joint Liability
joint_liability
Yes/No—Joint Liability
Cross Guarantee Required
cross_guarantee
Yes/No—Cross Guarantee Required
Cycle Number
cycle_number
Number—Cycle Number
Cycle Start Date
cycle_start_date
Date—Cycle Start Date
Cycle End Date
cycle_end_date
Date—Cycle End Date
Cycle Duration (Months)
cycle_duration_months
Number—Cycle Duration (Months)
Attendance Rate %
attendance_rate
Decimal—Attendance Rate %
Repayment Rate %
repayment_rate
Decimal—Repayment Rate %
Total Savings
savings_total
Decimal—Total Savings
Loans Outstanding
loans_outstanding
Decimal—Loans Outstanding
Field Officer
field_officer_id
Link → res.users—Field Officer
Notes
notes
Long text—Notes
Company
company_id
Link → res.company—Company

Actions & buttons

Buttons available on this screen and what they do:

  • Submit for Approval
  • Activate
  • Suspend
  • Reactivate
  • Close Group
  • Start New Cycle

Status lifecycle

Records on this screen move through these statuses:

Draft → Pending Approval → Active → Suspended → Closed

Notes & rules

  • Model mfi.member.group filtered to active
  • Working list for group servicing
  • Precondition check for group loans
  • Pairs with meetings and contributions tracking

Technical model: mfi.member.group · Record: Member Group

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