Workflow
-
1
Install and sign in
Install Adili from the App Store or Google Play. On Welcome to Adili choose I'm staff. On Sign in to work enter your Email or phone number and choose Send code by SMS or Send code by email, then type the code on Enter your code and choose Continue. Sign in with a password is also there. Use the same account as on the web.
-
2
Choose your workspace
Pick your organization on Choose an organization; a Pending invitation opens with Review and Accept invitation. Switch workspace (from the header or More) changes organization and Branch. Waiting for access means nobody has given you a branch yet: ask your admin, then choose Check again.
-
3
Get around
The tabs are Home, Members, Loans, Work and More. Home shows Needs attention, Recent activity and a Record repayment button. What you can do follows your web role; a blocked action says Not allowed for your role.
-
4
Clear the Work queue
Work lists Approvals, Member requests, Returned to you, Assessments, Collections and Exceptions (Assigned to me or All). On an approval choose Review decision and then Approve or Reject with reason, or Request changes, write What needs changing? and choose Send back.
-
5
Field work
Members → New member registers a member with full KYC (Membership activates on approval). Loans → New loan saves a draft; on the loan, Submit for approval and More actions give Edit loan, Top up, Field assessment, Disburse, Servicing, Write off and Reject application. The Documents tab uploads papers.
-
6
More, updates and offline
More has Operations (Savings & capital, Contributions, Meetings, VICOBA, Complaints, Wallet & plan), Insight (Finance, Analytics, Reports & compliance, Activity log, Reconciliation), Organization and You. Without a connection the app shows saved data and waits to send payments and approvals. When Update required appears, update to keep working.