Add New PD - Change Status from Signed to Active

Purpose: Change the status of your PD from Signed to Active (PDis in effect)

Who: Partnership Manager

When: Your PD is now in effect

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 PD/SPD


5. List of your PDs will open


6. Click on the reference number of the PD which status you want to change from Signed to Active

7. Go to Review & Sign tab


8. Scroll down to Fund Reservations (FR) and click on plus sign


9. A pop up will appear asking you to add/update FR numbers


10. Click on Add FR Number
IMPORTANT: Your FR number is in VISION. However, before you add it in eTools first add 0 (zero) and then FR number (see below).

 

11. Once you entered FR Number and click on Add/Update

12. The status of your PD/SSFA will change from Signed to Active

IMPORTANT: Please refer to Add Fund Reservation to Your PD/SSFA article for detailed information on adding funds reservation.