Operations

Operations is the day-to-day member desk: onboarding new applicants, working the approval queue, and maintaining active and dormant member records alongside their communications, referrals, complaints and financial-literacy activity.

This section covers:

• All Members — The master register of every member CIF in the institution, regardless of status. Each record holds the member's personal details,
• Pending Approval — A filtered queue of member applications awaiting officer or committee approval before they become active. It enforces the maker-ch
• Active Members — The working list of all approved, transacting members. These are the members eligible to hold savings, take loans and join groups.
• Dormant Members — Lists members flagged dormant after a prolonged period without transactions, in line with the institution's inactivity policy. Sur
• Communications — A log of every outbound and inbound communication with members such as SMS, email, calls and visits, captured against the member C
• Referrals — Tracks members introduced by existing members, recording the referrer, the new member and any referral reward or status. Referral
• Complaints — The complaints desk captures, routes and resolves member grievances within service-level targets, a consumer-protection requiremen
• Financial Literacy — Financial literacy training tools let the institution define learning modules, enrol members and issue completion certificates, su