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User Guide

1. How to Undo Approval of an Approved Consultant Identify the consultant from the list of approved consultants gt Click on the Undo Approval button gt view the consultant s profile information before undoing approval click on the View button from the Administrator Panel review the information then click on the Undo Approval button Click on the Rejected tab to view a list of all declined consultants How to Approve a Rejected Consultant s Registration gt Identify the consultant from the list of rejected consultants Review the consultant s registration information following the vetting guidelines Go back to the list of rejected consultants and click on the Undo Reject button 21 Donor Registration Vetting Process The tabs on this page list all donors that have registered on the web portal Click on the Pending tab to view a list of all donors whose registration is pending review and vetting by the Administrator How to Review and Vet a Donor s Information Identify the donor from the list gt Click on the View button this will take you to a page that has all donor registration details Review the donor s information After reviewing the information click on Approve or Reject at the end of the information gt f you choose to reject a donor s registration please provide a reason for rejecting in the form provided then click Reject gt After taking action on the donor
2. e View all existing Administrators and Moderators e Add a new Super Administrator Administrator or Moderator e Edit the details of an existing Administrator or Moderator e Delete a Super Administrator Administrator or Moderator Administrators For Administrator roles please see the CMS Administrators section How to Add a New Super Administrator or Administrator Only a Super Administrator can add a new Super Administrator Administrator or Moderator Select the type of Administrator you wish to add from the dropdown menu Super Administrator Administrator or Moderator Add his her details and use the Super Administrator password to create Add New record Click on the button new Administrator will receive the password via email He she can later change the password if needed or desired new Administrator will be listed in the Administrator table How to Edit the Details of a Super Administrator Administrator or Moderator Identify the Administrator whose details you wish to edit in the Administrator table 4 Click on the edit icon located on the action column gt Edit the information and click on the Save button to save the new details How to Add a Moderator In the fields provided in the add Administrator section Select the Moderator from the dropdown menu Add his her details and click on the Ed gt The password will be automatically sent to the Administr
3. Place hover your cursor on the Organization button and click on the type of organization you would like to view from the side menu Civil Society Organizations Registration Vetting Process e The tabs on this page have a list of 4 CSOs that have registered on the we portal e Click on the Pending tab to view a list of all CSOs that are pending review and are vetted by the Super Administrator How to Review and Vet CSO Registration Information Identify the CSO from the list gt Click on the View button connects you to the CSO s profile as it appears on the website portal You will see an Administrator Panel on the left side of the CSO s profile page 12 z KENYA CIVIL SOCIETY Facilitating partnerships PORTAL FOR HEALTH Promoting heath fobose Service Providers Map Resource Centre News amp Ev ORGANIZATION test CSO 1 i AM YJ string Administrator Panel Review CSO information following the standard operating procedure SOP guidelines gt After reviewing the information click on Approve or Reject on the Administrator Panel If you choose to reject a CSO s registration please provide a reason in the form provided on the Administrator Panel then click on the Reject button After taking action on a specific CSO registration you will be taken back to the list of CSOs pending approval gt An approved CSO registration will now be in the Approved
4. hover your cursor on the Site Content button and click on the website section you would like to view from the side menu How to Edit the About Us Website Content gt Click on About Us from the side menu of the Site Content button Edit the text for any of the three tabs of the About Us page i e This Portal Who We Are and FANIKISHA Project gt Click on the Update button below each text box to save the new changes How to Edit Introductory Paragraphs of the Website Pages Click on Page Copy from the side menu of the Site Content button Edit the Introductory paragraphs of the following website pages e CSO Database e Consultants e Map e Resource Centre e Events Add Events e Forum e E Learning e Links e TOR e Contact Us NGOs Co ordination Board Contacts FANIKISHA Contacts gt Click on the Update button below each text box to save the new changes NOTE Once you edit the content in the text boxes and click on the Update button the new content is automatically and immediately displayed on the respective website pages 10 ORGANIZATION The Organization section allows you to view a list of all j j j 7 Organization organizations whose registrations are pending approval those that have been approved and those whose registrations have been declined in each organization type e CSOs e Consultants e Gok e Donors e nternational Implementing Partners
5. on their names Click on the Pending tab to view a list of all documents that are pending review and vetting by the Administrator How to Review and Vet a Document Photo Video gt Identify the document photo video from the list in the table gt Click on the View button to view the details of the document photo video view document contents click on Download next to the document name to download the document or open a website link to view photo video Review the document photo video following the SOP guidelines After reviewing the document photo video click on Approve or Reject at the end of the document s details f you choose to reject document photo video please provide a reason for rejecting in the form provided and then click Reject Follow the same steps as above to vet all other resources and documents Click on the Approved tab to view all documents that have been approved How to Undo Approval of an Approved Document Identify the document from the list of approved documents and click the View button gt Click on the Undo Approval button gt Click on Download next to the document name to download the resource Review the document following the SOP guidelines After reviewing the document click on Reject at the end of the document details Click on the Reject tab to view a list of all rejected resources How to Approve a Rejected Document Identify the document from t
6. 4 If the Super Administrator still has additional questions regarding the CSO he she will contact the organization via the email and or phone number provided for follow up 5 After communication if the Administrator is satisfied with the answers received the CSO should be accepted 6 After communication if the Administrator is still not satisfied with the information received the administration will send an email to the CSO with a message stating that the CSO was rejected because their login information could not be verified 14 Consultant Registration Vetting Process The tabs on this page include lists of all service providers that have registered on the web portal Click on the Pending tab to view a list of all consultants that are pending review and vetting by the Super Administrator How to Review and Vet a Consultant s Registration Information Four Stages 1 Stage one gt Identify the consultant from the pending list Click on the View button this gt will connect you to the consultant s profile as it appears on the web portal You will see an Administrator Panel on the left side of the consultant profile page this Panel will be labeled Administrator Panel Stage One staff member assigned to check for completeness of this application visits the in box info csokenya or ke to confirm that all documents Bio data form Vendor Information Template Certificates Vendor Details docu
7. CSO and Consultant participation Please note that the Administrator can override the system to facilitate a specific ad as and when the need arises e Terms amp Conditions e Privacy Policy e USAID FANIKISHA and Ministry logos at the footer e Contact Us Google Map and Feedback Form e Sitemap e CSO database search functionality e Consultant marketplace search functionality e search functionality and statistics dashboard e Resource centre resource categories resource subcategories search functionality results and statistics e Links page e Forum discussion categories the descriptive text inside each category box THE CONTENT MANAGEMENT SYSTEM THE CMS Administrators Super Administrator This is the Lead Portal Administrator He she will have full access to the entire CMS and will be able to do the following e Have the ability to override some portal functions should the need arise such as the advertisement system e Create Administrators and Moderators for the CMS e Allow or deny access to Administrators and Moderators at his her discretion e Vet and approve or decline user registration information new events new forums and uploaded resources for CSOs service providers international IPs and Gok related organizations donors and individuals Administrators e The Administrators will assist the Super Administrator according to the 10 organizational capacity areas e Have the ability to override some porta
8. Click on the View button this will take you to a page that has all organization registration details Review the Gok organization s information After reviewing the information click on Approve or Reject at the end of the information If you choose to reject a GoK organization registration please provide a reason for declining in the form provided then click Reject gt After taking action on the GoK organization registration you will be taken back to the list of GoK organizations pending approval gt Follow the same steps as above to vet all other organizations registration information Click on the Approved tab to view a list of all approved Gok organization registrations How to Undo Approval of an Approved GoK Organization Registration Identify the GoK organization from the list of approved organization registrations gt Click on the Undo Approval button To review the GokK organization s information before undoing approval click on the View button this will take you to a page where you can view all the GoK organizations registration details At the bottom of the page click on the Undo Approval button Click on the Reject tab to view a list of all rejected GoK organization registrations How to Approve a Rejected GoK Organization Registration Identify the GoK organization from the list of rejected organizations Review the Gok organization registration infor
9. Vetting Process for Resource Centre ELearning Links and TOR FANIKISHA Staff FANIKISHA technical advisors will have rights to upload documents in their respective technical areas No other vetting or approval is needed FANIKISHA Once uploaded documents go to the respective FANIKISHA technical Partners advisors for review and approval Registered CSO The relevant FANIKISHA technical advisors will have 48 hours to review Sa ER provider the document and Approve Reject the document and upload the document to the portal in the relevant technical areas If the advisor does respond the uploading request within 48 hours Web Administrator is authorized to approve the document EIST The account responsible for the upload is automatically informed via arter email that the document has been uploaded or rejected with an explanation If in doubt whether or not permission is needed regarding United States Government related documents please reference the following link for guidance http www cendi gov publications 04 8copyright html 531 FORUMS The Forums section allows you to view a list of all forum topics and comments that are pending approval those that have been approved and those that have been rejected Place hover your cursor on the Forums button and click on the section you would like to view from the side menu that is e Forum topics e Forum comments 29 Forum Topics and C
10. portal Super Administrator will review the description of the organization provided when the CSO registers The Super Administrator will look at the information areas that were not filled out correctly and or seek if the information is not logical 2 To verify the login information the Super Administrator will visit the organization s website if it exists and check If the CSO exists b If the description provided in the website is similar to what was given during the login process c If the CSO does not have a website or if it does not work the Administrator will contact the CSO by phone and verify the information provided d If a KRA PIN number was provided the Super Administrator will verify the KRA number at http www kra go ke index php pin checker to confirm that it is associated with the CSO e If the CSO selected NGO Co Ordination Board from other registration type the Super Administrator will verify the identification number at http www ngobureau or ke Default aspx to confirm that it is associated with the CSO f If the CSO selected Attorney General s Office Companies and Societies from other registration type the Super Administrator will verify the identification number at http www attorney general go ke to confirm that it is associated with the CSO 3 If the above information appears valid the CSO should be accepted The Super Administrator will send a validation email to the CSO
11. tab while a rejected CSO registration will now appear in the Rejected tab Follow the same steps to vet all other CSO registrations that are pending review Click on the Approved tab to view a list of all approved CSOs If you approve a CSO the CSO s information will be available for public viewing on the web portal If you undo approval of a CSO the CSO s information will longer be available for public viewing on the website portal 13 How to Undo Approval of an Approved CSO gt Identify the CSO from the list of approved CSOs gt Click on the Undo Approval button review the CSO s profile information before undoing approval click on the View button from the Administrator Panel review the information then click on the Undo Approval button Click on the Rejected tab to view a list of all declined CSOs How to Approve a Rejected CSO Registration Identify the CSO from the list of rejected CSOs Review the CSO s registration information following the SOP guidelines Go back to the list of rejected CSOs and click on the Undo Reject button Online Civil Society Organization CSO Vetting Standing Operating Procedures SOP Guidelines The below SOPs will help guide the Kenya Civil Society Portal for Health administrative staff through the appropriate steps needed to approve a newly registered CSO on the web portal The following steps are to be followed for any CSOs that register online 1 The
12. EAS OF THE WEBSITE THAT ARE INTENTIONALLY STATIC NOT UPDATABLE ON CMS These are the website areas that cannot be updated on CMS They are built in such a way that changing them would require the inbuilt systems and mechanisms of the portal and admin system to be changed accordingly Some of the static areas also allowed the use of fonts that were more creative and enabled more extensive design factors These areas are changeable however you will need a technical team with HTML CSS and database management knowledge to make changes on your behalf as part of a maintenance agreement NOTE Such changes will have a significant impact on the structure and functionality of the portal and should only be undertaken should the results of the measurement and reporting show that such a change would add significant benefit to the user experience For some of these sections you can only change the Introductory paragraph but NOT the remaining content as content is either fed in through code or pulled from the database For example information that originates from user registration user profile updates upload of news event items upload of documents into the resource centre and the CSO self assessment Areas That Cannot Be Updated on the CMS e Login Join Individual registration process forms Organization registration process form e Advertisements These are automated Information is pulled from the portal database on the basis of
13. Event Identify the event from the list 31 On the action column of the event click on the Undo Approval button to reject an event or the Reject button to reject the event Click on the Reject tab to view a list of all rejected events How to Approve a Rejected Event gt Identify the event from the list of rejected events gt Click on Approve 32 NEWS The News section is created specifically for the Portal Administrators to be able to add news to the website ary portal in the News page All other website users including the registered users cannot add news to the website Place hover your cursor on the News button and click on the section you would like to view from the side menu that is e Add News e View All Click on Add News to add news items to the website How to Add a News Item Add the title of the new item in the news title field Add the information on the news in the text box field gt Click on Add News to save and add the news to the system Click on the View button to view all the news currently added to the system How to View All News That Has Been Published on the Website gt Click on the Published tab Identify the news that you would like to view and click on View on the action column How to Publish News on the Website gt Click on the Pending tab Identify the news that you would like to publish gt Click View on the action column to review the deta
14. Link button Editing a Link On the main menu click on Site Content gt Links Select the Link from the table of links Click on View Editin the Action column of the table Edit the particular item s on the form gt Click on the Update Link button Deleting a Link On the main menu click on Site Content gt Links gt Select the Link from the table of links gt Click on Delete the Action column of the table Adding a Link Category On the main menu click on Site Content gt Links gt Click on the Link Categories tab the name of the new category in the textbox Click on the Add button 38 SURVEY To access Surveys click on the Survey icon on the list of icons on the top right side of the CMS page Only one survey can be published at any particular time When none of the surveys are published the Template Survey is chosen by default You can add as many surveys as possible and published each at its time Add a New Survey On the Survey page type the name of the survey on the form at the top of the page gt Click on Add button A survey is created and now you can add questions the survey The questions are either closed or open type Closed questions have definite answers i e extremely very moderately slightly not at all The open type questions are those that provide a text box where the user types in the answer Type the question in the textbox and choose the
15. MT KENYA CIVIL SOCIETY 74 Facilitating partnerships PORTAL FOR HEALTH Promoting health CONTENT MANAGEMENT SYSTEM CMS MANUAL Organization FANIKISHA INSTITUTIONAL STRENGTHENING Date September 2013 Project KENYA CIVIL SOCIETY PORTAL FOR HEALTH TABLE OF CONTENTS BACKGROUND it 1 AREAS OF THE WEBSITE THAT CAN BE UPDATED ON 5 2 AREAS OF THE WEBSITE THAT ARE INTENTIONALLY STATIC NOT UPDATABLE CMS D0 cccssssssssssssssssssssssssssssssssssssessssussuessessssseseesesesseessesseess 2 THE CONTENT MANAGEMENT 5 5 3 HOW THE CMS WORK 4 CMS LOGIN PAGE aii 5 DAS HBOARD HOME 6 ADMINISTRATORS 8 CONTENT ei e 10 ORGANIZATION iii i o a 12 Online Civil Societv Organization CSO Vetting Standing Operating Procedures SOP 14 Consultant Registration Vetting Process sic 15 Associated Re ured Documents i tie 21 Donor Registration 22 Government of Kenya Organizations Vetting Process 23 International Implementing Partners Registration Vetting 24 PS soca casa
16. and Vet Forum Comments gt Identify the forum comment from the list in the table gt Click on Approve or Reject at the end of the forum comment details gt f you choose to reject a forum comment please provide a reason for rejecting in the form provided and then click Reject Follow the same steps as above to vet all other forum comments Click on the Approved tab to view all forum comments that have been approved How to Undo Approval or Reject an Approved Forum Comment Identify the forum comment from the list On the action column of the comment click on the Undo Approval button to approve the comment or the Reject button to reject the comment Click on the Reject tab to view a list of all rejected forum comments How to Approve a Rejected Forum Comment gt Identify the forum comment from the list of rejected comments gt Click on Approve EVENTS Click on the Pending tab to view a list of all events that are pending review and vetting by the Administrator dey How to Review and Vet an Event gt Identify the event from the list in the table Click on Approve or Reject at the end of the event details If you choose to reject an event please provide a reason for rejecting the event in the form provided and then click Reject Follow the same steps as above to vet all other events Click on the Approved tab to view all events that have been approved How to Undo Approval or Reject an Approved
17. ator in an email where he she can later change the password if needed or desired gt After clicking on the Add New button you will be taken to a page that has the filled in Moderator s details and a list of all the technical areas gt Click on the check box for the technical area that you would like to assign the Moderator password will be automatically sent to the Administrator in an email where he she can later change the password if needed or desired gt Click on the Add New button new Moderator s details will be listed in the table NOTE Assigning a technical area to a Moderator means that whenever a discussion topic forum or resource document is posted under his her assigned technical area he she will receive a notification email requesting him her to view and vet the particular item How to Delete a Super Administrator Administrator or Moderator gt Identify the Administrator that you wish to delete from the list in the table gt Click on the Delete icon on the action column NOTE Deleting a Super Administrator Administrator or a Moderator deletes all their information from the system and renders the Administrator unable to access the CMS SITE CONTENT The Site Content section is built specifically for the Web Portal Administrator to be able to edit the Introductory 50110 paragraphs of the website pages and the content the tabs on the About Us page Place
18. atus the control panel will have the title of the IS advisors required to review the application The IS advisor will also be required to have a look at the consultants folder in E Rooms created in stage one above by the assigned staff member and confirm from the documents submitted that the consultant is fit to work in the particular technical area If the IS advisor is satisfied with the application and feels that the consultant should be moved to the next stage background checks by finance team and If the profile is in order he she will click on Next to move to Stage Three they should also ensure that they provide brief comments supporting the approval in the text box below before clicking Next If any of the documents received from the consultant require updates or if the consultants needs to provide additional information in the profile the IS Advisor will explain briefly in the text box at the bottom and click on Send Mail to inform the applicant via email The application can also be completely rejected The IS Advisor will provide a reason for rejection and then click on the Reject button If the assigned staff member does not perform the above tasks within the agreed 14 calendar days for Stage Two a system generated escalation email will be sent to their supervisor Stage Three The staff member in charge of background checks in the finance department will have received an email from Stage Two above i
19. he list of rejected resources and click on the View button gt Click on Download next to the document name to download the document or link 27 Review the document following the SOP guidelines gt Click on the Approve button Online Recourse Vetting Standard Operating Procedures SOP What are documents Documents include written articles research studies tools and reports videos links audio clips pictures etc All these can be uploaded to the portal Who can upload documents 1 FANIKISHA staff 2 NGOs Co ordination Board staff 3 FANIKISHA partner organizations MSH PACT Danva RATN 4 Organizations that registered in the portal CSOs service providers GoK donors international implementing partners What are the vetting criteria for uploading a document 1 Relevance of document video picture to technical area all documents have to be categorized under one of the 10 OCA areas Author s of the document Year of publication What documents need approval to upload All documents new or updated will need to be approved prior to appearing on the web portal For each document to be submitted for approval the uploading party must tick a box stating that This document is fully authorized to be made available to registered users of the Kenya Civil Society Portal for Health and its uploading does not result in any copyright infringement 28 What is the Approval Process Document Origin
20. ils of the news gt Click on Publish 33 How to Unpublish Already Published News e Click on the Published tab e Identify the news that you would like to view and click View on the action column e Click the Unpublished column which sends the news to the Pending tab NOTE e Ifyou publish a news item the news will be available for public viewing on the web portal e f you unpublish a news item the news will no longer be available for public viewing on the web portal 34 CSO amp CONSULTANTS ACTIVITY LOGS The administrator can view activities for CSOs and consultants and points gained by each The points are used for getting the CSO Consultant of the month How Consultant CSO of the Month is Chosen This is done automatically The CSO Consultant with the highest number of aggregated points in the previous month is chosen as the CSO Consultant of the current month Featured Advertisements Aggregated points are also used in choosing which CSO Consultant should be featured in the ads section of the website The current top three CSOs Consultants are chosen at random at every single display This gives all the top three fair visibility How to Change Points Earned for Each Activity On the main menu click on Organization gt Activity Settings Adjust the respective points in the text boxes gt Click on Update button 35 Activity Settings Settings for determining CSO and Consultant of the Month Ac
21. ious pages where you can review and vet registrants information edit the introductory paragraphs on the different 1 7 Individuais pages of the website and access added functionalitv on the CMS Organization az Documents ay F 5 This manual will cover each of these pages and look at the actions required of the Administrator in each Events News DASHBOARD HOME PAGE The CMS Dashboard Home page has the following sections and statistics AX Dashboard Home and Settings Buttons The top right of the Dashboard Home page has buttons that can be accessed at all times when navigating the CMS When navigating the CMS f Click on Home to go back to the Dashboard Home page Pending Approvals The pending approvals table shows a list of all the web portal user information that requires the Administrator s review and vet The number of items in each area of information is also indicated Pending Approvals fil 9 ce 17 10 vite FTD Click any of the listed user information areas to go to the relevant page to review the information and take action Summary Reports The Summary Reports section shows statistics of the different groups of registrants represented in a pie chart with percentages and a table showing the actual number of registrants in each group Summary Reports Of REGISTRATIONS ADMINISTRATORS PAGE The Administrators page allows you to do the following
22. it easy for all browsers to find what they are looking for e Create a professional world class site that reinforces Kenya is a fast developing nation that is here to help itself Business e Drive browsers to a destination page Contact Us Link to CSO Database Consultants Marketplace Make a Commenton the Forums e Ensure that users have easy access to the information they are looking for e it measureable e Exploit the Search Engine Optimization SEO technique AREAS OF THE WEBSITE THAT CAN BE UPDATED ON CMS These are the portal content areas built specifically to allow the Kenya Civil Society Portal for Health Administrators from the FANIKISHA project and the NGOs Co ordination Board to make updates directly onto the portal These include e Sliding images All text on the sliding images e About Us This portal Who we are FANIKISHA Project e Contact Us NGOs Co ordination Board contacts FANIKISHA contacts e Help Desk Introductory paragraph Howto e CSO Database Introductory paragraph e Consultant Marketplace Introductory paragraph e Map Introductory paragraph e Resource Centre Introductory paragraph e News and Events Introductory paragraph e Forum Introductory paragraph e Links Introductory paragraph Links e TOR Introductory paragraph e E Learning Introductory paragraph E Learning Links e Survey Survey questions AR
23. l functions should the need arise such as the advertisement system e Vet approve or decline user registration information new events new forums and uploaded resources by organization capacity area Moderators e Moderators role is to specifically assist the Super Administrator and Administrators in the forum section e Moderators can approve or decline new forum discussion topics as well as participants comments on all ongoing discussions according to the organizational capacity area assigned to them by the Super Administrator and Administrator e Moderators can approve or decline new resources added to the resource centre according to the organizational capacity area assigned to them by the Super Administrator and Administrator HOW THE CMS WORKS LOGON to Portal CMS URL www csokenya or ke cms You will need the following User Name To be provided to you by your Super Administrator Password be provided to you by your Super Administrator After loading the CMS URL the Landing page will look like the image below where you can add your username and password to log in CMS LOGIN PAGE 4 Admin 2 Once have logged in you will land the Dashboard page which shows the number of items pending the Administrator s vetting as well as Statistics of the website usage T Administrators Dashboard On the left side of the page there are buttons that el ee you can click to access the var
24. mation and click on the Undo Reject button 23 International Implementing Partners Registration Vetting Process The tabs on this page list all international IPs that have registered on the web portal Click on the Pending tab to view a list of all international IPs whose registration is pending review and vetting by the Super Administrator How to Review and Vet an International Implementing Partner s Information Identify the international IP from the list gt Click on the View button this will take you to a page that has all the international IP registration details Review the international IPs information After reviewing the information click on Approve or Reject at the end of the information f you choose to reject an international IP s registration please provide a reason for rejecting in the form provided then click Reject After taking action on the international IP s registration you will be taken back to the list of international IP registrations that are pending approval Follow the same steps as above to vet all other international IPs registration information Click on the Approved tab to view a list of all approved international IP registrations How to Undo Approval of an Approved International Implementing Partner s Registration Identify the international IP from the list of approved international IP registrations gt Click on the Undo Approval button To review the in
25. ment Copy of PIN certificate have been sent by the consultant if the staff member is satisfied with the documents he she will visit e rooms and create a folder for the consultant and place all documents received If documents are incomplete the assignee while logged into the CMS http www csokenva or ke cms will enter some comments the Administrator Panel in the text box just above the Send button about the incomplete documents and click on Send to send an email to the consultant If the documents received are complete the assignee will simply click on Next to move the vetting process to stage 2 IS advisors will be cc d via email about this consultant If the assigned staff member does not perform the above tasks within the agreed 7 calendar days for Stage One system generated escalation email will be sent to their supervisor Stage two The IS advisor will have received an email from Stage One above informing them that the consultant submitted complete documents IS advisor will then log in to the Content Management System CMS http www csokenya or ke cms using their assigned CMS username usually FANIKISHA staff email address amp CMS password go to the area containing pending consultants click on view to view the profile of the particular consultant and have a detailed look at the profile giving special attention to the TECHNICAL AREAS section Next to the consultant s st
26. nforming them that the IS Advisor has reviewed the application submitted and has approved it The Finance staff member will then log in to the Content Management System CMS http www csokenya or ke cms using their assigned CMS username usually FANIKISHA staff email address amp CMS password go to the area containing pending consultants click on view to view the profile of the particular consultant and collect all contact information required to carry out background checks The Finance staff member will also be required to have a look at the consultants folder in E Rooms created in stage one above by the assigned staff member and use the documents submitted such as copy of PIN ID to carry out background checks If the Finance staff member is satisfied with the application and feels that the consultant should be moved to the next stage approval by SMT amp signing of MOU he she will click on Next on the admin panel to move to Stage Four If the assigned finance staff member does not perform the above tasks within the agreed 7 calendar days for Stage Three a system generated escalation email will be sent to their supervisor 4 gt Stage Four The Technical Director DCOP will have received an email from Stage Three above indicating that the IS advisor and background checks by finance have approved and moved the application to Stage Four The DCOP will then log in to the Content Management System CMS http w
27. omments Vetting Process Forum Topics Click on the Pending tab to view a listof all forum topics that are pending revew and vetting bv the Administrator How to Review Vet a Forum Topic Identify the forum topic from the list on the table gt Click on the View button to view the details of the forum topic gt After reviewing the forum topic click on Approve or Reject at the end of the forum topic s details f you choose to reject a forum topic please provide a reason for rejecting the form provided and then click Reject Follow the same steps as above to vet all other forum topics Click on the Approved tab to view all forum topics that have been approved How to Undo Approval of an Approved Forum Topic gt Identify the forum topic from the list gt Click on the View button to view the forum topic details before undoing approval Click on the View button after reviewing click on the Undo Approval button Click on the Rejected tab to view a list of all rejected forum topics How to Approve a Rejected Forum Topic Identify the forum topic from the list of rejected forum topics gt Click on the Review button to view the Administrator s reason for rejecting the forum topic Review the forum topic gt Click on Approve Forum Comments Click on the Pending tab to view a list of all forum comments that are pending review and vetting by the Administrator 30 How to Review
28. s 26 Individual Registration Vetting Process sesermennnznnnnznznnznznnzzmznnnimznzznenaznanannnzarenennznanzzzaza 26 Online Recourse Vetting Standard Operating Procedures 0 28 FORUMS i a 29 31 CSO amp CONSULTANTS ACTIVITY LOGS 35 E LEARNUN Ga e essence seers te eee cen 37 SURVE ti 39 EE 40 BACKGROUND The Kenya Civil Society Portal for Health is a helpful portal aimed at bringing together health focused Civil Society Organizations CSOs professional service providers donors and government agencies aimed toward capacity building and enhancing the impact of health on Kenya The website was developed in 2012 by Danya International Inc Who is Interested in the Kenya Civil Society Portal for Health Parties featured on the portal e Civil Society Organizations e Consultants Parties using the website for research e International Implementing Partners IPs e Donors e Nongovernmental Organizations NGOs and Implementing Agencies e Government of Kenya Gok e Kenyans at large Objectives and tactics of developing the portal marketing e create a web portal and a front end website that endorses the following ethos One stop shop exhaustive list for your organization s needs Creating a support network for Kenyans e Make
29. s registration you will be taken back to the list of donors pending approval Follow the same steps as above to vet all other donor registration information Click on the Approved tab to view a list of all approved donor registrations How to Undo Approval of an Approved Donor Registration gt Identify the donor from the list of approved donor registrations gt Click on the Undo Approval button To review the donor s information before undoing approval click on the View button this will take you to a page where you can view all the donor s registration details At the bottom of the page click on the Undo Approval button Click on the Rejected tab to view a list of all declined donor registrations How to Approve a Rejected Donor s Registration gt Identify the donor from the list of rejected donors Review the donor s registration information and click on the Undo Reject button e Donor Gok international IPs and individual information is not available for public viewing on the web portal 22 Government of Kenya Organizations Vetting Process The tabs on this page list all Government of Kenya Gok organizations that have registered on the web portal Click on the Pending tab to view a list of all GoK organizations whose registration is pending review and vetting by the Super Administrator How to Review and Vet GoK Organization Information gt Identify the GoK organization from the list gt
30. t an individual s registration please provide a reason for rejecting in the form provided then click Reject After taking action on the individual s registration you will be taken back to the list of individuals whose registration is pending approval Follow the same steps as above to vet all other individuals registration information Click on the Approved tab to view a list of all approved individuals registrations How to Undo Approval of an Approved Individual s Registration gt Identify the individual from the list of approved individuals registrations gt Click on the Undo Approval button gt gt To review the individual s information before undoing approval click on the View button this will take you to a page where you can view all the individuals registration details At the bottom of the page click on the Undo Approval button Click on the Rejected tab to view a list of all rejected individuals registrations How to Approve a Rejected Individual s Registration gt gt Identify the individual from the list of rejected individuals Review the individual s information then click on the Undo Reject button 26 DOCUMENTS The Documents section allows you to view a list all documents documents videos photos TORs that are pending approval those that have been approved and those that have been rejected Note that documents that are TOR are indicated with TOR
31. ternational IP s information before undoing approval click on the View button this will take you to a page where you can view all the international IP registration details At the bottom of the page click on the Undo Approval button Click on the Rejected tab to view a list of all rejected international IPs registrations 24 How to Approve a Rejected International Implementing Partner s Registration gt Identify the international IPs from the list of rejected registrations Review the international IP s information and click on the Undo Reject button 25 The INDIVIDUALS Individuals section has information on all the individuals that have registered on the web portal The different tabs allow you to view a list of all individuals whose registrations are pending approval those that have been approved and those whose registrations have been rejected Individual Registration Vetting Process Click on the Pending tab to view a list of all individuals whose registration is pending review and vetting by the Super Administrator How to Review and Vet Individual Registration Information gt gt gt Identify the individual from the list Click on the View button this will take you to a page that has all the individual registration details Review the individual s information After reviewing the information click on the Approve or Reject button at the end of the information If you choose to rejec
32. tivity Added a document to their profile or resource centre Participated in forums by commenting Participated in forums by starting a new conversation Added an event Added an Affiliate to profile Did OCAT Self Assessment Test Added TOR 36 E LEARNING Adding a new E Learning Link On the main menu click on E Learning Click Add New button in the Title description of the link link to the e learning site starting with http choose the category from those provided gt Click on Add E learning button Editing an E Learning Link On the main menu click on E Learning On the list of links provided choose the link you would like to edit You can also search using the search text box at the top of the table gt Click on View Edit in the Action column of the table Edit the particular item s on the form gt Click on the Update button Deleting an E Learning Link On the main menu click on E learning On the list of links provided choose the link you would like to delete You can also search using the search text box at the top of the table gt Click on Delete the Action column of the table 37 LINKS This is for managing the Links page on the front end of the website Adding a new Link On the main menu click on Site Content gt Links On the form type the Link Title Link URL starting with http choose the Category Click on Add
33. type of the question gt Click on Add Question button You repeat the steps of adding more questions to the survey gt Click on Survey icon to go back to the Survey home Choose the survey and click on Publish if you wish to publish at this time Editing an E Learning Link On the main menu click on E Learning On the list of links provided choose the link you would like to edit You can also search using the search text box at the top of the table gt Click on View Editin the Action column of the table Edit the particular item s on the form gt Click on the Update button View Survey Responses Choose the survey on the list in the table gt Click the View Responses link 39 SMS This module is used for sending bulk SMS to CSOs Consultants Partners and or Individuals You can send to all or selected COSs Consultants Partners Individuals This can be accessed by clicking on the SMS icon found at the top right side of the CMS page Send Test SMS gt You can senda Test SMS to make sure that everything is working fine Type the test SMS recipient start with county code without e g 254 gt Click on Send Test Only checkbox the message it is restricted to 140 characters gt Click on Send button Send Actual SMS Type the test SMS recipient start with county code without e g 254 this will act as a control to make sure that the SMS is
34. working the message it is restricted to 140 characters Click on View Editin the Action column of the table gt Select the recipient from the list of CSOs Consultants Partners and Individuals You can click on Select All per each of the categories if you wish to send to the whole group Click on Send button After the messages have been sent a notification will be displayed showing how many messages have been sent This does not indicate delivery View SMS Delivery Reports SMS delivery reports can be accessed through the dashboard provided by SilverStreet that is outside this SMS 40 USER GUIDE Click on the User Guide icon on the top right side of the CMS page to view and download this User Guide CMS Manual 41
35. ww csokenva or ke cms using the assigned CMS username usually FANIKISHA staff email address amp CMS password go to the area containing pending consultants click on view to view the profile of the particular consultant and have a detailed look at the profile gt The Technical Director DCOP will also be required to have a look at the gt consultants folder in E Rooms created in stage one above by the assigned staff member and have a look at the documents reviewed by the IS advisor If the Technical Director DCOP has any queries about the application these will be explained briefly in the text box on the admin panel and the user will click on Send Mail to inform the applicant via email If the application is in order an MOU will be prepared and signed the DCOP will then approve the application by clicking on the Approve button on the admin panel to inform the consultant that their application is successful Once approved the consultant s profile will be visible to the public on the portal If the Technical Director DCOP does not perform the above tasks within the agreed 5 calendar days for Stage Four a system generated escalation email will be sent as a reminder NOTE e If you approve a consultant their information will be available for public viewing on the web portal e If you undo approval of a consultant their information will no longer be available for public viewing on the website portal

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