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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  • There are 4 ways of how user can get to the APD.
  • 1) via the app icon
  • 2) via the "Dashboards" module (adding new AP)
  • 3) via the other modules
  • 4) via the direct link
  1. PRODUCT / END-USER DOCUMENTATION

Action Points Dashboard Navigation

PreviousUser roles and permissionsNextOverall User Interface

Last updated 6 years ago

There are 4 ways of how user can get to the APD.

1) via the app icon

User can switch to the APD by selecting “Action Points” module icon:

2) via the "Dashboards" module (adding new AP)

2. Then user needs to click the "Add Action Point" button:

3) via the other modules

In other modules user should open AP details of the AP which is created in the corresponding module .

Examples:

  • Via the TPM: "List of Visits" section - "Action Points" section for TPM Reported and UNICEF Approved visits - clicking the reference number for particular row with AP;

  • Via the FAM: "Follow-up" section for Final Report engagements - clicking the reference number for particular row in the UNICEF Follow-Up Actions list

See the detailed information about the connections to other modules here.

4) via the direct link

User can access the APD via the link in the email to a particular AP that is assigned to him.

User needs to switch to the Dashboards module via icon by selecting “Dashboards” :

Switch to Action Points
Switch to Dashboards module
Dashboard screen