User Interface

The overall user interface of UNPP for Agency consists of the following sections. Click on each tab below for more details:
Dashboard
CFEIs
Partners
Reports
User Management
On a Dashboard user has quick preview of actions taking place in the portal and has an access to important links.
For analysis purposes charts and numbers are provided on a separate cards for:
Number of New Partners from past 15 days - displays number, chart and a link to Partners main screen;
Number of Partners by type - displays donut chart with number inside it, below chart user can see a legend, where each Partner type is differentiated by color and a number for each type is added;
Number of New Calls for Expression of Interest - displays number and link to all CFEIs;
Number of Concept Notes to Score - displays a number
Dashboard - first part
In the section below, user can view tables with more detailed information for:
List of Concept Notes requiring your scoring, with information about:
Project Title
CFEI - showed as link to CFEI's Overview tab
Number of Applications
Notification of results deadline

List of Open CFEIs, with information about:
Project Title
CFEI - showed as link to CFEI's Overview tab
Number of Applications
Application deadline

Partner Decisions From 5 Past Days
Dashboard - second part
In this section user can add and view details of Expressions of Interests. Main screen is divided by three tabs, representing types of CFEIs:
Calls for Expression of Interest
Direct Selections
Unsolicited Concept Notes
CFEIs main screen
Calls for Expression of Interest
Calls for Expression of Interest tab
Filters
User can filter the data by the following filters:
Search
Country
Location (field disabled until country is chosen)
Sector & Area of Specialization
Status
UN Agency
Date posted - choose date range (From date, To date)
Filters of Call for Expression of Interest
Results
Table placed below filters, shows the list of search results. Each row represents Expression of Interest with basic information, placed in columns with following labels:
Project Title
UN Agency
Country
Sector & Area of Specialization
Date Posted
Application Deadline
Status
Results of Call for Expression of Interest
Hover behavior 
Column "Sector & Area of Specialization" shows only Sectors, because of lack of space. When hover on a cell with a title, the tooltip with full description of Areas of Specialization grouped by Sector will be displayed.
Hover on a Sector & Area of Specialization cell
Details of a single Call of Expression of Interest
To view details of a single Call of Expression of Interest, user needs to click on the Project Title. This action will take the user to a separate screen. Those screens are described here.
New Call of Expression of Interest
To add new Call of Expression of Interest, user needs to click on "New CFEI" button, placed on the top right of a screen header, which displays a modal window. The flow of adding new Call of Expression of Interest is described here.
Direct Selection
Filters
User can filter the data by the following filters:
Search
Country
Location
Sector & Area of Specialization
Status
Agency
Direct Selection Source
Results
Table placed below filters, shows the list of search results. Each row represents Direct Selections with basic information, placed in columns with following labels:
Project Title
UN Agency
Partner
Country
Sector & Area of Specialization
Direct Selection Source
Status
Hover behavior 
Column "Partner" shows the name of the Partner. In case of too long name, when hover on the cell tooltip with full name is displayed.

Column "Sector & Area of Specialization" shows only Sectors, because of lack of space. When hover on a cell with a title, the tooltip with full description of Areas of Specialization grouped by Sector will be displayed.
Column "Status" shows status of Direct Selection. When hover on this cell, tooltip with Partner status is displayed.
Details of a single Direct Selection
To view details of a single Direct Selection, user needs to click on the Project Title. This action will take the user to a separate screen. Those screens are described here.
New Direct Selection
To add new Direct Selection, user needs to click on "New Direct Selection" button, placed on the top right of a screen header, which displays a modal window. The flow of adding new Direct Selection is described here.
Unsolicited Concept Note
Unsolicited Concept Note tab
Filters
User can filter the data by the following filters:
Search
Country
Location
Sector & Area of Specialization
Agency
checkbox for: Show only those chosen for "direct selection"
Filters of Unsolicited Concept Note
Results
Table placed below filters, shows the list of search results. Each row represents Unsolicited Concept Notes with basic information, placed in columns with following labels:
Project Title
UN Agency
Partner
Country
Sector & Area of Specialization
Submission Date
Chosen for direct selection
Results of Unsolicited Concept Note
Hover behavior 
Column "Sector & Area of Specialization" shows only Sectors, because of lack of space. When hover on a cell with a title, the tooltip with full description of Areas of Specialization grouped by Sector will be displayed.
Hover on a Sector & Area of Specialization cell
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This screen provides information about Partners registered in the UNPP. Agency user can filter the data and view detailed information about a Partner.
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Partners screen
Filters
To filter the data, user can use the following set of filters:
Legal Name
Verification Status
Type of Organization
Country
Sector & Are of Specialization
Population of Concern
Partners screen - filters
Search Results
All search results are displayed in a form of a list. Table contains columns with following labels:
Organization's Legal Name (next to the the name of a Partner badges with verification status and types of flags are displayed)
Acronym
Type of Organization
Country
Experience working with UN
Each row of a list is expandable to provide additional information about a Partner:
Organization's mailing Address
Organization's generic Phone number
Website
Name of Head
Title of Head
Email of Head
Working languages
Sector and areas of specialization
Partners screen - search results
If provided information are not sufficient, user can access more detailed information by clicking Organization's Legal Name. User will be taken to separate set of screens then. Depending on the permission added to the user, the user will have an option to view information about Verification process, to read all observations added to the Profile (not risk-related, risk related and escalated to the UN HQ Editor) with option to run new verification process and add new observation. The user will be also able to view all profile details, Partner's users (in read mode) and applications submitted by this Partner. All screens and flows for theses processes are described here.
Reports section provides possibility to run reports based on set of filters. User can also see filtered data on the maps for better understanding Partners' presence and locations of the CFEIs. Reports can be exported as .csv. Reports section is divided by three tabs:
Partner information
CFEI Management
Verification & Flagging
Partner Information
On this screen user can run the report about Partner Profile and Partner's Contact Information.
Filters
When users enters this screen is able to choose desired information thanks to provided filter options:
Country
Type of Organization
Registered
UN Experience
Country Office
Sector & Area of Specialization
When input fields are filled user can press Submit button to generate data in the form of a list and a map.
Results
For quick access to export feature, export buttons are placed below the filters. If user wants to preview search results, map and a table are provided.
On the map user can see selected area and markers suggesting Partners' presence in this area.
Hover behavior: On hover over the marker, user can view Partners offices in this location.
Under the map a list of Parters is displayed. Table provides basic information about each Partner:
Organization's Legal Name
Number of Offices 
Type of Organization
Country
Experience working with UN
Checking and unchecking the checkboxes placed in each row has an influence on data displayed on the map, as well on data to be exported.
CFEI Management
On this screen user can run the report about CFEIs.
Filters
When users enters this screen is able to choose desired information thanks to provided filter options:
Country
Project Location
Type of Call
Status
Type of Organization
Sector & Area of Specialization
Posting Year
When input fields are filled user can press Submit button to generate data in the form of a list and a map.
Results
For quick access to export feature, export button is placed below the filters. If user wants to preview search results, map and a table are provided.
Hover behavior: On hover over the marker, user can view CFEIs in this location.
Under the map a list of CFEIs is displayed. Table provides basic information about each CFEI:
Project Name
Agency
Country
Project Location
Verification & Flagging
On this screen user can run the report about Verification & Flagging details.
Filters
When users enters this screen is able to choose desired information thanks to provided filter options:
Country
Type of Organization
Profile Type
Verification Status
Verification Status
Verification Year
Flagged
Results
For quick access to export feature, export button is placed below the filters. If user wants to preview search results, a table is provided. Table provides basic information about each Partner:
Organization's Legal Name (with badges indicating a status of Verification and Flagging)
Acronym
Type of Organization
Country
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User Management screens are accessible from a link placed in main left navigation panel.
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User Management link
User Management is has the following items in left navigation:
back button to previous screen
Dashboard with information about user's permissions
Users with filters and list of users
Screens for HQ administrator:
Dashboard
Users
Adding new user is possible via button placed in top right of page header:
Add new user
HQ Administrator can assign permissions for a user and relocate them among different offices.
Editing or deactivating user is possible on hover over the appropriate row in the table - the following icons will be shown:
Hover effect
Deactivation
Editing user's profile - modal window
Difference for Country administrator is following - this administrator can only add/edit users for his  country location:
Dashboard
Users
Add new user
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Last modified 4yr ago