Third Party Monitoring Module
  • Third Party Monitoring Module Documentation
  • INTRODUCTION
    • Glossary / Terminology
    • FAQ
    • Releases / Changelog*
    • Report an Issue / Contact us
  • PRODUCT / END-USER DOCUMENTATION
    • Overview
      • User rights and permissions
    • Third Party Monitoring Module Navigation
    • Overall User Interface
    • Third Party Monitors section
      • List of Third Party Monitors
      • TPM partner details screen
    • List of Visits section
      • List of Visits
      • Visit details
      • Statuses and corresponding actions
        • Draft
        • Assigned
        • TPM Accepted
        • TPM Rejected
        • Cancelled
        • TPM Reported
        • Sent Back to TPM
        • UNICEF Approved
      • Emails notifications flow
    • TPM workflow
  • TECHNICAL DOCUMENTATION
    • Architecture
    • Development Setup
    • Deployment / DevOps
    • Backend Module structure
    • Data Model
    • Fixtures & management commands
    • API Documentation
      • Error Handling
    • Synchronization with VISION
    • Permissions framework
    • FSM Transitions conditions
    • FSM Transitions in view
    • API Metadata
    • Serializer Mixins
    • Model Mixins
    • Tests
    • Attachments
    • Email links & Tokens Authorization
    • Frontend
      • Module structure
      • Build process
      • Tests
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  1. PRODUCT / END-USER DOCUMENTATION
  2. List of Visits section
  3. Statuses and corresponding actions

Draft

PreviousStatuses and corresponding actionsNextAssigned

Last updated 6 years ago

The "Draft" status appears after the PME adds new Visit via the "Add New Visit" button. See more information about adding new Visit .

Click on each tab below to open the detailed information about available options for the Visit in "Draft" status in accordance with the user role:

Here is the overall UI for the Visit in "Draft" status for PME:

Available options

There is a split button "Save" at the bottom of the status panel.

Clicking the arrow on the button opens the additional options "Assign" and "Cancel Visit":

Editing and Saving changes

The user can Save changes by clicking the "Save" button.

Assigning

Email notifications

The following email notifications are sent to the TPM Focal point and corresponding Third Party Monitor after the Visit was assigned:

Cancellation

Clicking "Cancel Visit" option takes user to the following modal window where the user has to write the cancellation reason:

TPM Focal Point has no access to the Visit in "Draft" status.

Visit in the "Draft" status can be edited by PME. See more details on user rights in the article.

Clicking "Assign" button moves user to the screen for Visit in the status.

Similar email notifications are sent after PME re-assigns the Visit in " status.

See more details about email notification flow

The screen for Visit in status is opened after clicking "Continue" button in the modal window.

See more information of the user rights and permissions.

user rights
"Assigned"
"TPM Rejected
here.
"Cancelled"
here
here
Visit in "Draft" status: overall UI for PME
Save button
Additional options for Visit in "Draft" status
Email to Third Party Monitor
Email of granting access to TPM Focal Point
Cancellation modal window