Purpose: Set-up a rationale
Who: FM and PME Users
When: The Rationale area of the Plan section allows users to review and edit the rationale for the strategy and approach for the year’s Field Monitoring activity, taken as a whole, for the entire Country Office, including Field Offices. Users can see who made the last changes and when. Also, there's the possibility of attaching documents. Notice that the Rationale locks on the 31st of December of each calendar year.
- Access the Field Monitoring module in eTools and go to the Plan section in the left navigation column
Ensure you are in the Rationale tab
- To edit the currently displayed rationale, the user should click the Edit/Pencil button at the upper right corner
Note: Users can change the year, to edit Rationale sections for different years
- The Rationale window will appear on the screen. The window contains the following characteristics to be completed by the user:
- Prioritization Criteria;
- Methodology Notes & Standards;
- Modalities;
- Target Visits for the Year;
- Partner Engagement;
- Other Comments
Note: Each text field is limited to 10,000 characters
To save made changes, click the Save button. The info on the user who made the last changes and their date will appear next to the Edit button:
- To add attachments and view the list of all available attachments, users can navigate to the bottom of the Rationale tab.
Users can click on the + icon to add an attachment.
The Add attachment window will open where users can select document type and upload a document:
- The Document Type field allows choosing from the following options: SOP; Other.
- To select a file to upload, click the Upload File button and choose a specific file. After that, click the Add button
Click Add to include the document to the attachments list
- To edit an attachment- click on the pencil icon which will open the window highlighted in the previous step; click Save when you have completed your edits
To delete an attachment click on the trashcan icon.
