IDMS Donor Profile User Manual
Contents
1. DgSYNERGY IRAQ DEVELOPMENT MANAGEMENT SYSTEM IDMS DONOR PROFILE APPLICATION USER MANUAL Version 1 7 COPYRIGHT 2001 2014 5 DONOR PROFILE APPLICATION USER MANUAL 1 TABLE OF CONTENTS 1 INTRODUCTION ccccccceececeee ec eeeeeeeeeeeeeeeeaeeeeaeeeeaeeeeaeeeaseaeaeeaeaeeaeaseaeasuaeaeeauaeuaeaeuansgeaeageans 3 gui eb nue 3 3 DONOR PROFILE DATA ENTRY FORM nn 4 3 1 MANAGING DONOR CONTRIBUTIONS een eee 6 3 1 1 Adding a Contribution Record 6 3 1 2 Editing Contribution Records 7 3 1 3 Removing Contribution Records 8 3 2 MANAGING PLEDGES suomi uen donnee n den die die dues en dia ek deuce dae dite ence red bn 8 3 2 1 Adding a Pledge Record Ss mate amande s 8 3 2 2 Editing Pledge Records si 9 3 2 3 Removing Pledge Records 10 3 3 MANAGING OFFICES aes eae 10 3 3 1 Adding an Office Record Si 10 3 3 2 Editing Office ReCOrds 32 252282 eden even evened vee ed ene cede une eves EE a AAA aa 11 3 3 3 Removing Office Records eee 11 3 4 MANAGING CONTACTS rege RL ete nb dde te tte 11 3 4 12. Note If the desired contact does not exist you can create a new contact record For more details see Creating a New Contact In the DONOR PROFILE DATA ENTRY FORM specify which contact serves as the focal point for the donor organisation 3 4 2 Creating a New Contact In order to add a new contact follow the steps below 1 Click the Create New link at the bottom of the Contacts table A new window will appear Figure 6 Add Edit Contact gt UNICEF Required Field Office Baghdad Country Office x First Name Jaya Last Name Murthy Position Chief of Communications E mail jmurthy unicef org Phone Numbers Mobile Business 00962 796 926 190 Home Fax Address Baghdad Iraq A Cancel Figure 6 Adding a Contact Record Indicate the donor organisation Office that the contact represents Fill in the contact s First Name and Last Name in the respective fields These fields are mandatory Indicate the Position that the contact occupies in the organization in the English and Arabic languages Specify the contact s E mail address in the appropriate field This field is mandatory Indicate the contact s Phone Numbers Mobile Business and Home in the respective fields The Business phone is mandatory 5 DONOR PROFILE APPLICATION USER MANUAL 13 7 Enter the contact s Fax number in the respective field Provide the contact s address in the Address field This field is
3. built in on line data entry subsystem which is designed to allow entering the donor profile related data remotely via Internet This Donor Profile application provides a web based user interface and requires a web browser Internet Explorer pre installed Note To ensure more flexibility and a more user friendly environment IDMS has been implemented as a bi lingual system allowing the users to view the data presented in the system in two languages English and Arabic 5 DONOR PROFILE APPLICATION USER MANUAL 4 3 DONOR PROFILE DATA ENTRY FORM In the Donor Profile application Figure 1 you can provide key information about a donor organisation that acts as an originator of funds for the project The information to be provided includes the donor organisation agency name points of contact within the agency donor s funding policy the pledges etc For more information on how to provide the information requested refer to the table below Field Name Instructions Enter a brief description of the donor organisation agency Mission Vision Mission Vision statements Provide financial information on the Donor Contributions For more details see Managing Donor Contributions Please note that all contribution in this field will be grouped according to the channels that the contributions are intended for All amounts in the Donor Contributions field can be viewed either in USD US Dollar or IDQ Iraq
4. mail address for the office Click the OK button to confirm the information input Or click Cancel to terminate the operation 7 In the DONOR PROFILE DATA ENTRY FORM specify which office serves as a primary one for the donor organisation ve ne Add Edit Office gt UNICEF Required Field Office Name Baghdad Country Office Address UNICEF a International Zone UNAMI compound Mobile 39 083 105 3774 11 E mail baghdad unicef org Add Another Office Figure 4 Adding an Office Record In order to add another office record click the Add Another Office button and provide the information requested as described in the paragraphs above IDMS DONOR PROFILE APPLICATION USER MANUAL 11 3 3 2 Editing Office Records In order to edit an existing office record follow the steps below 1 Click the donor organisation office record that needs to be modified You will be directed to the Add Edit Office sub section 2 Make the appropriate changes in the data displayed 3 Click the OK button to apply the changes made Or click Cancel to discard them 3 3 3 Removing Office Records In order to remove an existing office record click X Remove from the list to the left of the selected record 3 4 Managing Contacts This chapter outlines how to add edit and remove contacts 3 4 1 Adding a Contact In order to add a donor organisation contact record follow the steps below 1 Click the Add Edit Contacts button a
5. mandatory 9 Click the OK button to confirm the information input Or click Cancel to terminate the operation 55 3 4 3 Editing Contact Records In order to edit an existing donor organisation contact record follow the steps below 1 Click the contact record that needs to be modified You will be directed to the Add Edit Contact sub section 2 Make the appropriate changes in the data displayed 3 Click the OK button to apply the changes made Or click Cancel to discard them 3 4 4 Removing Contact Records In order to remove an existing donor organisation contact record should click X Remove from the list to the left of the selected record 5 DONOR PROFILE APPLICATION USER MANUAL 14 4 SAVING DATA When you have finished with data input or modification you should save your changes before you leave the page The following options for saving the data are available both at the top and bottom of the page e Save to save the data entered and to remain on the opened page Note In sub sections clicking the OK button will save the changes made and to navigate you to the previous screen e Save and Close to save the information input and leave the opened page If you wish to cancel your changes use the Cancel button 5 REFERENCES Please refer to the following IDMS related documents e 5 External Assistance Projects Application User Manual e Capital Investments Projects Application User Manual e
6. Adding Contact secs eve evens pinc e 11 3 4 2 Creating a New Contact snoei i e nt ene es eae pe ae EMA 12 3 4 3 Editing Contact Records die a a a dunes 13 3 4 4 Removing Contact Records 4e 13 4 SAVING DATA qu nce eee cece ee ee AT 14 5 14 IDMS DONOR PROFILE APPLICATION USER MANUAL 2 TABLE OF FIGURES FIGURE 1 DONOR PROFILE DATA ENTRY FORM ee eee eee ete ena 5 FIGURE 2 ADDING A DONOR CONTRIBUTION RECORD rtnn AEAEE EEEE EEEE EEEE EEE enna ee nee eae neat ena 7 FIGURE 5 honda tas are tn en TS M 9 FIGURE 4 ADDING AN OFFICE RECORD icsscccteee reds teste a de dater m de di mat dent tonne ra ag es 10 FIGURE D SELECTING A CONTACT ne AA Gea meta 11 FIGURE ADDING A CONTACT RECORD naenin E A E E E E a E AE A A 12 5 DONOR PROFILE APPLICATION USER MANUAL 3 1 INTRODUCTION This document describes the Donor Profile application of the Iraq Development Management System IDMS It provides the necessary
7. E APPLICATION USER MANUAL 7 3 Click the OK button to confirm the information input Or click Cancel to terminate the operation Add Edit Contribution Required Field Year 2009 M a UNDP TTF M Soe Child Protection Sub Sector Juvenile Justice gt USD US Dollar Amount 7 32 548 100 Funding Type Gaal Comments Add Another Contribution Figure 2 Adding a Donor Contribution Record In order to add another contribution click the Add Another Contribution button and provide the information requested as described in the paragraphs above 3 1 2 Editing Contribution Records In order to edit an existing donor contribution record follow the steps below 1 Click the record that needs to be modified You will be directed to the Add Edit Contribution sub section 2 Make the appropriate changes in the data displayed 3 Click the OK button to apply the changes made Or click Cancel to discard them 5 DONOR PROFILE APPLICATION USER MANUAL 8 3 1 3 Removing Contribution Records In order to remove an existing donor contribution record click X Remove from the list to the left of the selected record 3 2 Managing Pledges This chapter outlines how to add edit and remove pledge records 3 2 1 Adding a Pledge Record In order to add a new pledge record follow the steps below 1 Click the respective Add Pledge button at the bottom of the field You will be directed to the Ad
8. IDMS NDP Indicators Application User Manual e IDMS Analytics User Manual e IDMS Administration Center User Manual
9. d Edit Pledges sub section Figure 3 2 Provide the information requested in the form Note Some fields in this section are mandatory to be filled in They are marked with an asterisk Field Name Instructions Select the Year when the pledge is made from the drop down list Year This field is mandatory Event Specify the Event during which the pledge is made This field is mandatory Specify the Sector of economy that the pledge supports This field is Sector mandatory Please note that selection of a sector filters the list in the Sub Sector field and displays only those instances that are related to the selected sector Sub Sector Indicate the Sub Sector of economy that the pledge supports Select the Currency in which the pledge is made This field is mandatory If you have selected the currency different from USD the Currency default exchange rate per 1 USD is provided in the field However you can change it if this is necessary The exchange rate is used when converting the amounts into USD Enter the pledge Amount in the currency selected in the previous Amount f ee i field This field is mandatory Specify the Funding Type for the pledge The following options are available Funding Type e Grant e Loan This field is mandatory IDMS DONOR PROFILE APPLICATION USER MANUAL 9 Comments Provide additional Comments both in the English and Arabic languages if needed 3 Click th
10. e OK button to confirm the information input Or click Cancel to terminate the operation Add Edit Pledges Year Event Amount Funding Type Comments Required Field 2009 Non conference related gt Child Protection Juvenile Justice USD US Dollar 25 478 960 Grant Figure 3 Adding a Pledge Record 3 2 2 Editing Pledge Records In order to edit an existing pledge record follow the steps below 1 Click the pledge record that needs to be modified You will be directed to the Add Edit Pledges sub section 2 Make the appropriate changes in the data displayed 3 Click the OK button to apply the changes made Or click Cancel to discard them 5 DONOR PROFILE APPLICATION USER MANUAL 10 3 2 3 Removing Pledge Records In order to remove an existing pledge record should click X Remove from the list to the left of the selected record 3 3 Managing Offices This chapter outlines how to add edit and remove office records 3 3 1 Adding an Office Record In order to add a new office record follow the steps below 1 Click the Add Office button at the bottom of the field You will be directed to the Add Edit Office sub section Figure 4 Specify the Office Name in the English and Arabic languages Provide the postal Address for the office in the English and Arabic languages Indicate the Mobile phone number of the office in the respective field Specify the E
11. i Dinar To switch between these Donor Contributions options select the appropriate value from the All amounts are displayed in drop down list above the field Note For all total amounts displayed in this field you may see the amount converted to or USD by hovering the mouse cursor on the corresponding amount If the IDQ amount is displayed the tooltip will show the USD equivalent and vice versa if the USD amount is displayed the tooltip will show the IDQ equivalent Provide information about the funds pledged by the donor Pledges ee F organisation For more details see Managing Pledges Provide information about the different Offices of the selected donor Offices organisation agency For more details see Managing Offices Indicated the Contacts for the donor organisation agency They Contacts will be contacted with questions suggestion and or comments For more details see Managing Contacts Describe the Funding Policy adopted by the donor organisation Funding Policy agency Provide information about the Source of Funds for the donor Source of Funds we organisation agency IDMS DONOR PROFILE APPLICATION USER MANUAL Mission Vision ES UNICEF is mandated by the United Nations General Assembly to advocate for the protection of children s rights to help meet their basic needs and to E expand their opportunities to reach their full p
12. information requested in the form Note Some fields in this section are mandatory to be filled in They are marked with an asterisk Field Name Instructions Select the Year when the contribution is made from the drop down Year i list This field is mandatory Indicate the Channel to which the contribution is made by selecting Channel the appropriate instance from the drop down list This field is mandatory Specify the Sector of economy that the contribution supports This de field is mandatory Please note that selection of a sector filters the list in the Sub Sector field and displays only those instances that are related to the selected sector Sub Sector Indicate the Sub Sector of economy that the contribution supports Select the Currency in which the contribution is made This field is mandatory If you have selected the currency different from USD the Currency default exchange rate per 1 USD is provided in the field However you can change it if this is necessary The exchange rate is used when converting the amounts into USD Enter the Amount contributed in the currency selected in the previous A t field This field is mandatory Specify the Funding Type for the contribution The following options are available Funding Type e Grant e Loan This field is mandatory Provide additional Comments both in the English and Arabic Comments languages if needed IDMS DONOR PROFIL
13. instructions that the user should follow during the data entry process The document is addressed to those who will use the IDMS application to add or modify donor profile information 2 OVERVIEW The Iraq Development Management System IDMS is an automated information management system which is designed to improve efficiency and coordination of donor activities in Iraq It is also a powerful tool for tracking and analyzing aid flows The system serves as the main database and data collection and reporting system as it ensures effective access to aid data The main objective of IDMS is to serve as a reliable and credible source of information on overall donor contributions to Iraq s reconstruction economic recovery and socio economic development as well as to support the Government in effectively managing development assistance and promoting the accountable and transparent use of resources In the current version of IDMS the following applications are present e External Assistance Projects e Donor Profile e Capital Investments Projects iraq Development Projects e NDP Indicators The Donor Profile application in IDMS is designed to track information on the donor organisations providing assistance to the country Once you have accessed this application you are able to view the donor profile details and create different types of analytical reports in the List Chart and Report modules Moreover the Donor Profile application contains a
14. otential It is guided by the Convention on the Rights of the Child and strives to establish children s rights as enduring ethical principles and international standards of behaviour towards children All amounts are displayed in USD US Dollar Donor 1 Channel Sector Year 2 Commitment Bilateral 7 835 362 TOTAL 7 835 362 Year Sector Event np Amount Type Is Office Primary x Baghdad Country Office UNICEF International Zone UNAMI compound Baghdad Iraq 39 083 105 3774 baghdad unicef org Add Office Is Contact Focal x Yaya Murthy Baghdad Country Office 00962 796 926 190 imurthyQ unicef org Add 1 Edit Contacts Source of Funds EE 5 of 2007 around 60 of the funding was from government donors 30 from private sector including individual donations The rest comes from a organizations such as other UN agencies NGOs other international organizations Figure 1 Donor Profile Data Entry Form 5 DONOR PROFILE APPLICATION USER MANUAL 6 3 1 Managing Donor Contributions This chapter outlines how to add edit and remove donor contribution records 3 1 1 Adding a Contribution Record In order to add a contribution record follow the steps below 1 Click the Add Contribution button at the bottom of the field You will be directed to the Add Edit Contribution sub section Figure 2 2 Provide the
15. t the bottom of the field You will be directed to the Add Edit Contact sub section Figure 5 a ae Add Edit Contact gt UNICEF Use the look up controls below to search for all the contacts relevant to the organisation Check each contact you would like to add for the organisation and click on Add Selected button Search for in All Fields gt 2 items found Contact Organisation Position E mail Phone F Salam Abdulmunem UNICEF Communications sabdulmunem unicef org 00964 780 9126782 Specialist Jaya Murthy UNICEF Chief of jmurthy unicef org 00962 796 926 190 Communications Add Selected or Create New Selected Contacts Position E mail Phone X Jaya Murthy Chief of Communications jmurthy unicef org 00962 796 926 190 Figure 5 Selecting a Contact 2 Locate the appropriate contact s in the list displayed Note To make it easier to locate the appropriate contact in the long list the system has a search capability To find the relevant contact enter the search criteria in the respective field 5 DONOR PROFILE APPLICATION USER MANUAL 12 Bi and define what field to look in Then click the GO button The list of all contacts matching the criteria will be displayed in the Contacts table Add the selected contact s by ticking the check box to the left of the contact name and clicking the Add Selected button The selected contact s will appear in the Selected Contacts table
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