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Agencies / Partners Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 www.unocha.org

Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Page 1: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

Agencies / Partners

Tooltips and Project WorkflowNathalie Munoz Tord, Consultant

(via Webex Recording), 2 February 2018

www.unocha.org

Page 2: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Tooltips

Field Description and/or Requirement

Save Often!

Print

Red tabs v. Blue tabs

Making and viewing comments

Action Icons

Project Lifecycle Stages and Project Statuses

Page 3: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Field Description and/or Requirement

The question mark (?) icon will provide you with a

field description

The asterisk (*) icon will notify you that the field is

required.

Page 4: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Save often!

‘Save & Stay’ will save the work and let the

user remain on the screen they are working

on.

‘Save & Exit Project’ will allow the user to

save and exit the project.

Page 5: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Print

Users can export the documents that they are

drafting, reviewing or viewing on the GMS in

PDF, Word or HTML, by clicking on the

respective icons at the top right of the screen

when they are inside the document (project

proposal, reports).

Page 6: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Red tabs – blue tabs

Indicate that there is information missing

Page 7: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Adding comments

Pop up box: do not forget to press ‘Save’!

Page 8: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Adding comments

Click here to add a comment

(lower right margin of the screen)

Do not forget to press ‘Save’!

Page 9: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Page 10: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Page 11: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Page 12: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips

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Page 13: Agencies / Partners Tooltips and Project Workflow · 2018. 5. 23. · Tooltips and Project Workflow Nathalie Munoz Tord, Consultant (via Webex Recording), 2 February 2018 . 2 Tooltips