PCS Surveyor

The surveyor will be responsible for capturing PCS responses for the participants. There are different ways in which a surveyor can capture the responses for a Participant which is described as follows:

1. Onboarding a Participant and Intiate Pre Credit Score:

A Participant if not registered in the Samhita Platform will have to be registered through the Onboarding Participant button, in the       Participants > Onboard Participant menu. Here the details can be filled of the Participant and "Submit" can be clicked. A                       confirmation pop up will show after which there would be a button to "Initiate Pre Credit Score" which will open the PCS              Questionaire for the Surveyor to fill details on behalf of the participant. Once all the details are filled up, the Pre Credit Score is calculated and displayed in the final screen.

2. Intiate Pre Credit Score for an Existing Participant:

For an existing participant, in the Participants > Onboard Partcipant, search for the relevant participant by Mobile Number, and click on Edit for that Participant Entry. In the Edit Participant Screen, there would be a button on the top right section called "Initiate Pre Credit Score" and once clicked the PCS Questionnaire can be filled on behalf of the participant.