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
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On this page
  • AP list in TPM
  • User rights
  • Modification of the AP in TPM
  • Completion of the AP in TPM
  1. PRODUCT / END-USER DOCUMENTATION
  2. Connections to other modules

Action Points in TPM

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Last updated 6 years ago

AP list in TPM

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

  1. Select List of Visits in the left navigation panel:

  2. Filter list by clicking "Add Filter" button in the top right corner of the screen and selecting the required Status filter ("TPM Reported" or "UNICEF Approved");

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

4. Choose APs section at the page with opened visit:

User rights

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

Modification of the AP in TPM

Adding: via "+" button in the upper, right-hand corner of the list of APs:

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

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

The difference is that Related partner field is filled in accordance with the Visit partner and displayed in the AP details after the creation.

Completion of the AP in TPM

User can complete the AP which is created in the TPM 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 which is created in the TPM 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 Action point.

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

Adding and modifying are provided in the modal screen with the similar options as .

in the APD
List of Visits filtered by "TPM Reported" status
APs section in TPM
User rights with AP in TPM
Add action point button
Edit button
Duplicate button
Add AP modal window
Reference number for AP in the TPM
APD: AP Details for AP created in TPM