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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On this page
  • TPM Partner Details section
  • TPM Contacts section
  • Actions Section
  • Exporting
  • Attachments tab
  1. PRODUCT / END-USER DOCUMENTATION
  2. Third Party Monitors section

TPM partner details screen

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Last updated 6 years ago

Here is the overall user interface for TPM Partner details screen. Depending on the , the user will see different screens:

The name of the TPM Partner is displayed in the upper left-hand corner.

There are 3 sections in the Partner Details tab: TPM Partner Details section, TPM Contacts section and Actions section.

TPM Partner Details section

TPM Contacts section

User can add new TPM Contact in the following modal screen opened via "+" button:

The data in this section can be edited via the "Edit" icon, which appears at the end of each row on the mouse hover.

The user can search in this list using the "Search" icon in order to perform data search. The "Search" icon is placed behind the "Edit" button:

Actions Section

Partner's status can be "Synced from VISION", "Blocked in VISION", "Not Synced".

See the example below:

The button "Save" is displayed at the bottom of the panel and provides saving changes of Partner's information.

The "Actions" section is available only for PME.

Exporting

TPM Partner details can be exported to CSV file via "Export" button in the upper right-hand corner.

Attachments tab

Here is the overall UI of Attachments tab:

The Attachment can be added via "+" button in the upper, right-hand corner:

The following modal window is opened after clicking the "+" button:

Attached files can be edited or deleted via "Edit" or "Delete" button accordingly ("Edit" and "Delete" buttons appear after user hover the mouse over the particular line from the Attachments list):

This section is editable in accordance with the .

This section represents the Partner's status in VISION. See the definition of "VISION" .

user rights
here
user rights
TPM Partner details screen: view for PME
TPM Partner details screen: view for TPM Focal Point
TPM Partner Details section: overall UI
TPM Contacts section: overall user interface
Add button
Add new TPM Contact modal window
Edit button in the end of row
Search icon
Actions panel: Synced From Vision status
Export button
Attachments tab: overall UI
Add button
Attach File modal window
Edit button
Delete button