Release Notes 8.6 – eTools Help Center / UNICEF

General

Optimized system performance for faster load times, now bringing a much-improved experience to users in internet-constrained environments.

Access Management Portal

Added a feature that allows external users to update their job descriptions directly in the Access Management Portal (AMP).

Action Points

Display the full Action Point reference in the list view
End-users can attach the supporting documents required for closing Action Points. A new attachment field labeled "Supporting Document" is now available for High Priority Action Points.

Resolved the system error that was preventing the download of Action Points from the Action Point module.

Field Monitoring

Staff assigned as Report Reviewer can now either APPROVE or SEND BACK a report without requiring the PME role in eTools.
Added a radio button on the planning page to mark remote monitoring, allowing COs to easily track and differentiate between remote and in-person monitoring activities.
Introduced an asterisk (*) next to mandatory fields such as start date, end date, date of visit, and mandatory questions like the HACT 3 questions to indicate required fields.
Updated the Report Reviewer feature to prevent users from assigning themselves and to allow adding two reviewers for cases requiring multiple approvals.
Renamed "Overall Finding" to "General Observations."
End-users can now see clearly "General Observations" under the Partner tab on the Key Informant Interview page.
The ability to export visits has been introduced, enabling staff to conduct further analysis.
Introduced an option for colleagues to mark "No Action Point," which will activate the continue button only after it is selected.
Added filters to the FM Action Points, allowing users to display only active Programme Documents (PDs) and active outputs, similar to the functionality in the planning stage.
Improved readability by enhancing the font size, making the content clearer and easier to read.

Financial Assurance

Implemented segregation of duties in the High Priority Action Point module to prevent the same person from both creating and closing an action point.
Added a remark emphasizing the use of USD currency when recording financial findings and reporting follow-ups in the Follow-Up tab of the FAM module (Audit and SC reports).

Fixed an issue where low-priority observations from spot checks were incorrectly reported under "Summary of High Priority Observations" during spot check finalization.
Resolved an issue where the Financial Findings table in the Follow-Up tab was read-only and missing labels after the engagement was finalized.
The sorting function by partner name and audit firm now working as expected.

Partnership Management Portal

Only staff with the PRC Secretary role in eTools can cancel a Programme, whereas previously, this permission was granted to the Partnership Manager role.
Improved User Experience on Mobile.
UNICEF staff can add a short comment when accepting quarterly progress reports and final reports. This comment field has a limit of 50 characters.
Regular and final reports showed the same rating. Final reports now correctly display "Achieved as planned" or "Not achieved as planned."
The PCA generation instructions have been updated to remove the section "Activities involving Children and Young People."
The default mode for invalid attachments is now set to be toggled off and hidden when the document is first opened.

Planned Programme Visits (PVs) for canceled PDs are no longer calculated or displayed.
Only staff with the PRC Secretary role in eTools can cancel a Programme, whereas previously, this permission was granted to the Partnership Manager role.
Special Reports can be accepted and comments viewed in the "Other Info" tab.

Partnership Reporting Portal

Improved User Experience on Mobile.
UNICEF staff can add a short comment when accepting quarterly progress reports and final reports. This comment field has a limit of 50 characters.
Regular and final reports showed the same rating. Final reports now correctly display "Achieved as planned" or "Not achieved as planned."

Special Reports can be accepted and comments viewed in the "Other Info" tab.
Addressed the bug whereby the final Quarterly Progress Report could not be sent to the partner.
End-users can download the list of reports in PDF format.
The issue with accepting the French version of the Quarterly Progress Report (QPR) has now been addressed.