Action Point Dashboard
  • Action Point Dashboard Documentation
  • INTRODUCTION
    • Glossary / Terminology
    • FAQ
    • Releases / Changelog*
    • Report an Issue / Contact us
  • PRODUCT / END-USER DOCUMENTATION
    • Overview
      • Objectives
      • User roles and permissions
    • Action Points Dashboard Navigation
    • Overall User Interface
    • List of Action Points
    • Action Points Workflow
    • Action Points
      • Creation of Action Point
      • Modification of Action Point
      • Completion of Action Point
      • Additional options for Action Point
    • Connections to other modules
      • Overview
      • Action Points in FAM
      • Action Points in Field Monitoring
      • Action Points in TPM
      • Action Points in Trip Management (T2F)
  • TECHNICAL DOCUMENTATION
    • Architecture
    • Development Setup
    • Deployment / DevOps
    • Data Model
    • Fixtures & management commands
    • API Documentation
      • Error Handling
    • Backend module structure
    • Integration with permissions framework
    • Frontend
      • Module structure
      • Build process
      • Tests
Powered by GitBook
On this page
  • AP list in the FAM
  • User rights
  • Creation and modification of the AP in FAM
  • Completion of the AP in FAM
  1. PRODUCT / END-USER DOCUMENTATION
  2. Connections to other modules

Action Points in FAM

PreviousOverviewNextAction Points in Field Monitoring

Last updated 6 years ago

AP list in the FAM

In the FAM user can access the APs list through the following steps:

  1. Select "Engagements" section in the left navigation panel:

2. Filter Engagements by the "Final Report" status:

3. Click the reference number for the particular row to open the engagement:

4. Select "Follow-up" tab:

5. The section "UNICEF Follow-Up Actions" will be displayed in the "Follow-up" tab:

The UNICEF Follow-up Actions section is the APs list in FAM.

User rights

The spreadsheet below describes the user roles and rights for AP in FAM.

Creation and modification of the AP in FAM

Creation: via "+" button in the upper, right-hand corner of the UNICEF Follow-Up Actions section:

Modification: via "Edit" button at the end of the row with the particular AP ("Edit" button appears after user hover the mouse over the particular line from the APs list ):

There is an additional option for duplication of the AP at the end of each row behind the "Edit" button:

The difference is that "Related partner" field is filled in accordance with the engagement partner by default and is non-editable.

Completion of the AP in FAM

User can complete the AP which is created in the FAM by using the APD.

Clicking the reference number of the particular AP takes the user to the AP details in APD.

The AP details screen for the AP, created in FAM, has some differences:

  • The corresponding name of module is displayed in the Related app field,

  • Related Document field includes link to the task related to the AP.

Modification of the AP, created in the FAM, is available in the APD as well.

Creation and modification of AP are provided in the modal windows with the similar fields as .

in case of the APD
Engagements section in FAM
Filtering by "Final Report" status
List of Engagements filtered by "Final Report" status
Engagement screen with Follow-up section
UNICEF Follow-up Actions section
User rights with AP in FAM
Add action point button
Edit button
Duplicate button
Add Action Point modal window
Reference number for AP in FAM
APD: AP Details for AP created in FAM