Drafting a Monitoring Activity
While drafting a monitoring activity, users can set the following parameters:
Who performs the monitoring activity;
Where the activity will take place;
When this happens;
What will be monitored.
This step is prior to confirming a list of monitoring questions for the activity.
During this stage, at the outset, the Draft screen has no particular info. The user goes through the fields and selects the required information. Here and further, to add specific info, users can click the Edit button in the upper-right corner of a specific field:
The Attachments tab provides access to related documents:
The principles of adding, editing, and removing the attached documents were described in the Plan section part of this documentation.
Activity Details
Typically, the user starts with selecting the Location to be visited, which is mandatory. Each Location has an affiliated list of acceptable visit sites to be chosen. If the desired site is not in the system, the user should coordinate with the PME to add it.
The User can select Start and End dates for the Monitoring activity. It can be done by entering the date manually or by using the calendar widget:
In the Sections field, the User has the option to select relevant UNICEF Sections.
The user can select Field Office if applicable. The Field Offices are defined at the workspace configuration stage before eTools is rolled out. These are maintained by the admin user in the particular country office.
UNICEF Sections can be selected from the drop-down list. Users can set as many of them as required:
Monitor Information
In this field, User selects whether the monitoring activity is done by a Staff Member or a Third Party Monitor (TPM):
If Staff was selected, users could choose names of Staff undertaking the monitoring activity and the person responsible for the Monitoring Activity from the drop-down lists:
In the case of Third Party Monitor, the user selects the name of the TPM. Then, TPM users can enter the screen and add their own team member names:
Entities to Monitor
In the Entities to Monitor section, a User in any order can select:
CSO or government partners;
CP Outputs to be monitored;
PD/SSFAs.
To add a new entity, click the Add New Item button:
To add a new Partner, users can set one of the available options from the drop-down list. This process can be repeated to add as many Partners as needed:
To add a new CP Output, users can set one of the available options from the drop-down list. Also, there's the filtering feature available. This process can be repeated to add as many Partners as needed:
To add a new PD/SSFA, users can set one of the available options from the drop-down list. Also, there's the filtering feature available. The user can filter by Partner Organization and/or CP Output. PD/SSFA titles should be included next to the reference numbers:
When drafting a monitoring activity is finished, click the Next button at the top of the window to move to Questionnaire Setup:
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