Purpose: eTools is linked to VISION to display a number of points of information for an implementing partner (PRG2 vendor records)
Who: All eTools users can view partner details, however, only users with Partnership Manager rights can edit Alternate Name and Shared Partner fields, and add the Core Value Assessment.
When: Information on implementing partner needed
1. Log into eTools with your UNICEF email and password
2. Click on the Menu icon in the top left corner of the screen to open menu
3. Click on Partnership Management
4. Click on Partners
5. A list of your partners will open
6. Click on the Vendor Number to open Partner details
7. Your Partner Details will open
8. In partner details view, the following fields come from Vendor Data Master in VISION and are locked (cannot be edited by any user) in eTools.
- Full name
- Short name
- Vendor Number
- Partner type
- Address
- Phone number
- email address
- Partner Risk Rating
- Type of Assessment
- Date of Report
IMPORTANT: All your partner details are imported from the vendor data master in VISION, except Shared Partner (with another UN agency) information which you have to manually add from the drop-down list and Alternate Name (e.g. in a local language script such as Arabic). These two fields can be added only by Partnership Manager.
9. To add Alternate Name and Shared Partner, go to Partner details and enter Alternate Name and Select the Shared Partner for the drop-down list
10. Click Save