Service point lifecycle

This guide is for implementers managing the operational status of service points over time.

Mental model

A service point moves through lifecycle states based on its operational status:

State	What it means	Beneficiaries can use?
Active + Contract	Operating with a valid agreement	Yes
Active + No Contract	Operating but contract expired or not set	Yes (with warning)
Disabled	Temporarily or permanently shut down	No

Think of it like a store: it can be open (active), open but license expired (no contract), or closed (disabled).

Service point form showing agent details, area, and contract status.

Disabling a service point

When a service point stops operating:

1. Open the service point record

2. Check the Disabled box

3. Set the Disabled Date (when it stopped operating)

4. Enter the Disabled Reason (e.g., "Contract terminated", "Flood damage")

5. Save

Field	What it means
Is Disabled	Whether the point is currently inactive
Disabled Date	When the point was disabled
Disabled Reason	Why the point was disabled

Note

Disabling a service point does not delete it. Historical records and transactions remain linked to the point.

Re-enabling a service point

To reactivate a disabled service point:

1. Open the service point record

2. Uncheck the Disabled box

3. The disabled date and reason are preserved for audit purposes

4. Save

Contract status

The Active Contract field tracks whether the managing organization has a current operating agreement:

Contract Status	Meaning
Active	Valid agreement in place
Inactive	Agreement expired or not established

Contract status is independent of the disabled flag. A service point can be active (not disabled) but have an inactive contract.

Bulk operations

To manage multiple service points at once:

1. Go to the service point list view

2. Select multiple records using checkboxes

3. Use the Action menu for bulk operations:

   • Enable - Reactivate selected points

   • Disable - Deactivate selected points

Filtering by status

Use the filter bar to find service points by status:

Filter	Shows
Active	All non-disabled service points
Disabled	All disabled service points
Active Contract	Points with valid contracts
No Contract	Points without active contracts

Combine filters to find specific subsets (e.g., "Active + No Contract" to find points needing contract renewal).

Are You Stuck?

Can I delete a service point instead of disabling it?

Avoid deleting service points if they have linked transactions or beneficiary assignments. Disabling preserves the audit trail.

Beneficiaries are still assigned to a disabled service point?

Disabling a point does not automatically reassign beneficiaries. You need to reassign them to another active service point manually or through a program cycle.

How do I track contract expiry dates?

The current system tracks contract status as active/inactive. For detailed contract management with dates and terms, use the document management system to attach contract documents.

Next steps

• Service points overview - Service point fundamentals

• Area management overview - Geographic area management