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PAM (People Affected Management) template is a standard EspoCRM template for managing affected persons data. It contains individuals contact details, information about household composition, assistance projects run by a National Society, tasks for the assigned team, history of communication and support provided. When linked to another entity in EspoCRM, data can be used for various assistance programs: there will be no need to fill in the beneficiary's data in a new form, the operator will be able to select a name from the list and include a person or a household in any project.

Persons Affected entity

This entity contains contact information of individuals. Click the 'Create Person Affected' button in the upper right corner and fill in the form.

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CRM - Persons Affected Creation Form

This section describes the "Persons Affected" creation form in the CRM system. The form captures all necessary information related to a person affected by an event, and it is structured into multiple sections for organized data entry.

Form Overview

  • Page Title: Persons Affected › create

  • This page is used for creating a new record for a person affected by a specific situation.

  • Buttons:

  • Save: Submits the form data to save the record.
  • Cancel: Cancels the creation process and discards entered data.
  • More Options (...): Additional features, settings, or actions may be available here.

Main Form Sections

The form is divided into the following sections:

1. Overview Section

This section includes basic details about the affected person.

  • First Name (required)
  • Last Name (required)
  • Other Name: Optional field for alternate names (e.g., nicknames).
  • Nationality (required): Dropdown or text field for the person's nationality.
  • Gender (required): Dropdown to select gender.
  • Date of Birth (required): Date picker for DOB.
  • Age: Automatically calculated based on the Date of Birth field.
  • ID Type (required): Dropdown to select the type of ID (e.g., Passport, National ID).
  • ID Number: Text field for the ID number associated with the selected ID type.
  • Languages Spoken (required): Field for specifying spoken languages.

2. Address Section

This section collects the person's location information.

  • Country (required): Dropdown for selecting the person's country of residence.
  • Province: Field for selecting or entering the province.
  • City: Field for specifying the city.
  • Postal Code: Field for entering the postal code.

3. Contact Information Section

This section gathers communication details.

  • Phone: Allows multiple phone numbers, with an option to choose phone types (e.g., Mobile, Home).
  • Edit and delete icons are available for managing phone numbers.
  • Email: Input for the person's email address.

4. Individual Information Section

This section captures additional personal details related to the individual.

  • Disability Type: Field to specify any disabilities the person may have.
  • Vulnerability Type: Input for specifying vulnerability factors (e.g., elderly, child, etc.).
  • Is She Pregnant?: Checkbox to indicate if the person is pregnant.
  • Household: Dropdown to associate the person with a household.
  • Head of Household: Dropdown to specify whether the person is the head of the household.

Right-Side Widgets

  • Assigned User: Dropdown to assign the person to a specific user in the CRM system.
  • Teams: Dropdown to assign the person to specific teams or groups.

Notes

  • Fields marked with an asterisk (*) are required for submitting the form.

Backend Formulas and Logic

1. Name Field

  • Logic: The name field is generated dynamically:
  • If extraName is provided: name = firstName + " " + extraName + " " + lastName.
  • If extraName is not provided: name = firstName + " " + lastName.

2. Age Calculation

  • Logic: The age field is calculated as the difference (in years) between the current date and the dateofbirth field.

3. Head of Household (HHH) Logic

  • If isThisMemberAHeadOfHouseholdTemp is set, it updates the isThisMemberAHeadOfHousehold field.
  • If the person is the Head of Household:
  • The household record is updated with this member's ID and name.
  • All other members in the household are marked as not being the Head of Household.
  • If the Head of Household changes:
  • The oldest member is identified and assigned as the new Head of Household.

4. Household Statistics Updates

The following fields are recalculated whenever household membership changes: - calculatedTempMale: Number of male members. - calculatedTempFemale: Number of female members. - calculatedTempChildren: Number of children under 18. - calculatedTempPregnant: Number of pregnant women.

5. Consistency Checks

  • The system verifies if the stored household statistics match the calculated statistics.
  • If there is a mismatch, the household record is updated.

6. Adding a New Household Member

  • When a new person is added to a household:
  • The system recalculates statistics (e.g., gender counts, age groups, pregnancy status) and updates the household record.