PSID Lesotho Data Management - Synergy International Systems
Contents
1. PUBLIC SECTOR INVESTMENT DATABASE FOR LESOTHO DATA MANAGEMENT ADMINISTRATOR S GUIDE Version 1 1 CADYDIC UO AN DATITA CW NAIA AIC A 1 DICIEDVIUEr 1 I 1 WY ZUUL ZUJ 4 2 WLA IN DE TO I LIVIO wv ALL 2 2 2 2 AVEL PSI D LESOTHO DATA MANAGEMENT TABLE OF CONTENTS 1 INTRODUCTION 2 OVERVIEW 3 DATA MANAGEMENT CONSOLE 3 1 ACCESSING THE DATA MANAGEMENT CONSOLE 4 MANAGING CATEGORIES 4 1 ACCESSING THE CATEGORIES SECTION 4 2 SEARCHING FOR A CATEGORY CATEGORY ITEM 4 3 DEFINING THE SORTING ORDER FOR CATEGORIES CATEGORY ITEMS 4 4 MANAGING CATEGORY ITEMS 4 4 1 VIEWING CATEGORY ITEMS 4 4 2 ADDING A CATEGORY ITEM 4 4 3 EDITING CATEGORY ITEMS 4 4 4 DELETING CATEGORY ITEMS 4 5 MANAGING CATEGORY ITEM IMAGES 4 5 1 ADDING AN IMAGE 4 5 2 REPLACING IMAGES 5 MANAGING CURRENCY RATES 5 1 ACCESSING THE CURRENCY RATES SECTION 5 2 ADDING A CURRENCY RATE 5 3 EDITING CURRENCY RATES 5 4 SEARCHING FOR A CURRENCY RATE 5 5 EXPANDING COLLAPSING CURRENCY YEAR GROUP 6 REFERENCES ADMINISTRATOR S GUIDE N OD HD A Ul 11 12 13 14 14 16 PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUIDE TABLE OF FI GURES Figure 1 Data Management CONSOLES iesus eeisodidesie s essebpus2. 4 Foure 2 Categories SOC HOM 5 FIC WES Denning Sorting Order 6 Figure 4 Viewing Category tne 7 Figure an ACUON 8 Fe Adding da Category MR DOO Em 8 Figure 7 Selecting a Category Item to Add an IMage cccccseseccccsssccccesseceeeusececeeeeceeeeeseceseuecesseeceeseeneeees 9 Figure 8 Uploading an 10 Figure 9 Currency Rates Section I tU uid rU Hai 11 Figure 10 Add Button in the Currency Rates 12 Figure 11 Adding Currency CLONES LEE LIU UE 13 Figure 12 Editing Currency 14 Figure 13 Expanding Collapsing Year Group ccccccccccecececeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 15 at v 2429 ra 2 PSID LESOTHO DATA MANAGEMENT ADMINISTRATOR S GUIDE gt 2 1 INTRODUCTION This document describes the Data Management console in the Public Sector Investment Database for Lesotho PSID Lesotho application It provides the necessary instructions which the administrators and or users gran
3. data entry form click the Browse button and select another image 4 Click Ok to apply the changes made 10 PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUI DE 5 MANAGI NG CURRENCY RATES This chapter outlines how you can manage the currencies rates used in the PSID Lesotho application for converting amounts in the source original currency into the target one More specifically it describes how to add new currencies exchange rates edit or delete existing rates and search for them 5 1 Accessing the Currency Rates Section The Currency Rates section can be accessed at Settings gt Data Management gt Currency Rates Figure 1 Once you access the Currency Rates section you will be presented with the list of all currency exchange rates recorded for the application Figure 9 Moreover the currency exchange rates will be organized into groups according to the year quarter that they denote Note All amounts in this section quote the currency exchange rates to 1 US Dollar amp Local Administrator About Help support synisys com PSID LESOTHO Sp settings Data Management Currency Rates New Categories Search Currency Rates User Management 2006 Personal 2006 1 1 347 0 3771 66 7535 23 7952 62 9545 59 8946 2006 11 1 347 0 3771 66 7535 23 7952 62 9545 60 9 2006 11 1 347 0 3771 66 7535 23 7952 62 9545 59 8946 2006 IV 1 347 0 3771 66 7535 23 7952 62 9545 59 8946 2005 9 2005 1 1 34
4. rate has been designed in the Currency Rates section It is intended for locating the appropriate currency rate for the selected year and quarter easily and instantly In order to search for a definite currency rate for the selected year and quarter you need to enter the year and quarter in the search box above the Currency Rates table The results returned will display the currency rates that match the search criteria 5 5 Expanding Collapsing Currency Year Group The Currency Rates section can hold almost unlimited quantity of data related to different periods of time thus making the section hard to work in To avoid this problem as well to provide the users with an environment where they can easily drill down the wealth of information to focus on the data that they are looking for the option for collapsing expanding the year groups has been designed In order to expand collapse a definite year group i e to show hide the data quarter rows associated with the group you need to scroll right to the end of the year row and click the Expand Collapse icon The selected year group will be shown hidden 14 PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUI DE Local Administrator About Help support synisys com PSIDLESOTHO Currency Rates Categories Currency Rates AUD 1 j ROL LSL User Management 2005 Personal 20051 1 347 66 7535 23 7952 6 2359 715 3 2552 7 2005 1 347 66 7535 23 7952 6
5. 2359 7 7594 2552 9 2005 1 1 347 66 7535 23 7952 6 2359 7 759401 2552 2005 V 1 347 66 7535 23 7952 6 2359 7 75 28 2552 7 2004 66 7535 23 7952 6 2359 7 7 28 2552 2004 66 7535 23 7952 6 2359 7 759 1 2552 2004 11 66 7535 23 7952 6 2359 7 7594 2552 2004 IV 66 7535 23 7952 6 2359 7 759440 2552 2003 20037 1 347 0 3771 66 7535 1 1481 8 0595 23 7952 6 2359 7 7 28 2552 200311 1 347 0 3771 66 7535 1 1481 8 0595 237952 6 2359 77 28 2552 9 2003 11 1 347 0 3771 66 7535 1 1481 8 0595 23 7952 6 2359 7 759 2552 2003 V 1 347 0 3771 667535 1 1481 8 0595 237952 62359 7 7594 2552 3 All amounts in this section quote the currency exchange rates to 1 U S Dollar Copyright 2014 Synergy International Systems Inc All rights reserved Figure 13 Expanding Collapsing Year Group 15 PSID LESOTHO DATA MANAGEMENT ADMINISTRATOR S GUIDE 6 REFERENCES Please refer to the following PSID Lesotho related documents e PSID Lesotho Analytical Interface User Manual e PSID Lesotho User Management Administrator s Guide PSID Lesotho Project Application User Manual e PSID Lesotho Sector Application User Manual e PSID Lesotho Donor Application User Manual 16
6. 7 0 3771 66 7535 23 7952 62 9545 59 8946 4 2005 1 1 347 03771 66 7535 23 7952 62 9545 59 8946 2005 11 1 347 0 3771 66 7535 23 7952 62 9545 59 8946 2005 V 1 347 0 3771 66 7535 23 7952 62 9545 59 8946 2004 2004 1 1 347 0 3771 66 7535 1 1481 8 0595 237952 6 2359 62 9545 59 8946 200411 1 347 0 3771 66 7535 1 1481 8 0595 23 7952 6 2359 62 9545 59 8946 2004 l 1 347 0 3771 66 7535 11481 8 0595 237952 6 2359 62 9545 59 8946 4 12347 2771 AR 7535 11404 2n Q 2370252 cA 7350 R2 QRAR RA 804A 4 All amounts in this section quote the currency exchange rates to 1 U S Dollar Copyright 2014 Synergy International Systems Inc All rights reserved Figure 9 Currency Rates Section The information displayed on the screen for each currency rate includes the following Column Name Description By clicking this icon you can edit the currencies rate values for Edit Icon the selected year quarter For more details see Editing Currency Rates 11 PSID LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUIDE This is a period of time that the selected currency rate is related to Year Quarter Note The table holds only the years and quarters for which there exist data This is the list of currencies used in the PSID Lesotho application The currency names are represented with a three letter acronym However upon the mouse over event the full name of the currency will be displayed Currency 5 2 Adding a C
7. A MANAGEMENT ADMI NI STRATOR S GUIDE Note The currency rates displayed in the table hold five digits If the currency rate holds more than five digits the extra digits will be replaced with dots However you can hover the mouse upon a currency rate and the tooltip will display it in the full 4 Click the Save button to save the information input Local Administrator About Help support synisys com Dashboarc Data Management Currency Rates Categories Currency Rates User Management Personal 2013 1 2013 1 4 2013 11 7 2013 2012 2012 1 2011 7 20117 2011 1 2011 1 2011 1V 2010 2010 1 1 20101 117 4 G All amounts in this section quote the currency exchange rates to 1 U S Dollar Copyright 2014 Synergy International Systems Inc All rights reserved Figure 11 Adding Currency Rates 5 3 Editing Currency Rates In order to edit the currency rates already recorded for a definite period follow the steps below 1 Select the year quarter to edit the currency rates for 2 Click the Edit icon to the left of the selected year quarter The currency rates for the selected period will display Figure 12 3 Make the required changes 4 Click the Save button to apply the changes made After making changes to the currency rates you can define whether you want to perform recalculation over the older data according to t
8. Office Organisation Type 3 Output Paris Declaration Indicator Sub Sector Thematic Marker Copyright 2014 Synergy International Systems Inc All rights reserved Figure 2 Categories Section The information displayed on the screen for each category includes the following Column Name Description ean This is a graphical image icon logo etc that is associated with a certain category and is used for better visualization Name This is a name that is used for the category Please note that the name is what users see when displaying search results PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUIDE This is a brief description of the category understandable to the Description general public It provides additional information about the category 4 2 Searching for a Category Category Item The list of category items can be long and hard to browse in This is the reason why the option of searching for a category item has been designed in the Categories section It is intended for locating the appropriate category items easily and instantly In order to search for a definite category item you need to enter the keyword in the search box above the category items table The results returned will display the category items that match the search criteria 4 3 Defining the Sorting Order for Categories Category Items In the Categories section you have the possibility of sorting the items listed in e
9. ach sub section alphabetically in ascending or descending order In order to define the sorting order for the section items follow the steps below l Go to the section for which you want to define the sorting order different from the default one 2 Click the arrow that appears in the header of the column according to which you want to sort the section items Clicking the arrow once again will sort the items in the list in reverse order Figure 3 amp Local Administrator About Help support synisys com Da Data Management Categories y Paris Declaration Indicator Categories Search Currency Rates E User Management Is this project of a programme based approach Indicator 9 Personal Does this project use a Project Implementation Unit indicator 6 E Does this project use the Government s procurement system Indicator 5b Is this project managed using the Government financial management system Indicator 5a w What percentage of the total budget for this project is allocated to technical cooper Indicator 4 Copyright 2014 Synergy Intemational Systems Inc rights reserved Figure 3 Defining Sorting Order 4 4 Managing Category Items This section outlines how to view add edit and delete category items PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUIDE 4 4 1 Viewing Category Items Categories listed in the Data Management console consist of a number of items that
10. ator About Help support synisys com Data Management Categories Currency Rates User Management Approved Awaiting Funding Personal Project Approved Project Completed And Closed Project Cruise Phase Ongoing Project Deferred Project Delayed Project Start up Preliminary state E E E A Fy To be specified Copyright 2014 Synergy Intemational Systems Inc All rights reserved Figure 7 Selecting a Category I tem to Add an I mage PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUI DE 3 In the data entry form click the Browse button and upload an image for the selected category item 4 Click the Ok button to save the changes made Local Administrator About Help support synisys com Data Management Categories gt Implementation Status gt Project Approved Categories Icon 9 Browse t CNcon add gif Currency Rates User Management Personal Name Project Approved Copyright 2014 Synergy International Systems Inc All rights reserved Figure 8 Uploading an I mage 4 5 2 Replacing Images In order to replace the image associated with a definite category item follow the steps below l Select the appropriate category in the list The list of all category items will display Figure 7 2 Locate the category item for which you want to use a different image and click its name The category item data entry form will open Figure 8 3 In the
11. comprise category instances In order to view the items of a specific category click the category name The list of the items that comprise the selected category will display Figure 4 Local Administrator About Help support synisys com i Settings Data Management aleaories gt Fund Categories Currency Rates User Management AFDB African Development Bank Personal Africa China Denmark European Union France GAG EB E Saudi Arabia South Africa To Be Specified United Kingdom United Nations System Copyright 2014 Synergy Intemational Systems Inc rights reserved Figure 4 Viewing Category I tems To go back to the list of categories you can make use of the navigation control breadcrumb trail found at the top of the screen Figure 4 4 4 2 Adding a Category Item order to add an item to a category follow the steps below 1 Click the name of the category that you want to add an item for All existing items of the selected category will display Figure 4 2 Select the Add option from the Actions list found at the top right corner of the screen Figure 5 A data entry form will open Figure 6 3 Fill in the information requested Please note that this information may vary depending on the type of the category selected Note Some category items may require uploading images associated with them For more detail
12. he new rates provided 13 PSID LESOTHO DATA MANAGEMENT ADMINISTRATOR S GUIDE Local Administrator About Help support synisys com PSID LESOTHO Dashboard Portfolio Sectot Settings Data Management Currency Rates New Categories Search Currency Rates AUD BHD CAD CNY CZK DKK EGP ISK PKR IDR XDR IRR IQD User Management 2005 Personal 2005 1347 0 3771 66 7535 1 1481 8 0595 23 7952 6 2359 5 7723 7 7594 62 9545 59 8946 9 128 2 1 8 0505 237952 6 2359 5 7723 7 7594 62 9545 59 8946 9 128 2005 2005 2 1 8 0595 23 7952 6 2359 5 7723 7 7594 62 9545 59 8946 x 9 128 22 134773 1 80505 237952 62359 57723 7 7594 629545 598946 9128 200 IE 0 3771 2 80595 237952 6 2359 62 9545 59 8946 4i 66 7535 1 80595 237952 62359 62 9545 59 8946 92 1 1481 1 8 0595 23 7952 6 2359 629545 59 8946 1 8 0595 237952 6 2359 62 9545 59 8946 8 0595 23 7952 1 8 0595 23 7952 6 2359 62 9545 59 8946 1 8 0595 237952 6 2359 62 9545 59 8946 6 2359 1 8 0505 23 7952 6 2359 62 9545 59 8946 5 772317 1 80595 237952 6 2359 62 9545 59 8946 exchange rates to 1 U S Dollar Save Cancel Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 12 Editing Currency Rates 5 4 Searching for a Currency Rate The list of currency rates can be long and hard to browse in This is the reason why the option of searching for a currency
13. inistrative tools which aim at providing the application administrators with the possibility of performing their daily assignments in an easily manageable way One of the administrative tools that PSID Lesotho is incorporated with is the Data Management console The Data Management console is a space within the PSID Lesotho application that allows organizing the user defined categories used in the application as well as their items Through the Data Management console the application administrator can manage the collection of categories and currency rates present in PSID Lesotho They can view the categories used in the application add new items to existing categories etc PSID Lesotho provides a web based user interface and requires a web browser pre installed PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUIDE 3 DATA MANAGEMENT CONSOLE This chapter describes the Data Management console under the Settings section where you can manage the user defined categories and currencies rates existing in the PSID Lesotho application You may organize the categories present in the system view their items add new items to them edit the existing items etc 3 1 Accessing the Data Management Console For accessing the Data Management console go to Settings gt Data Management Figure 1 A Local Administrator About Help support synisys com Data Management User Management Categories Users Currency Rates Roles G
14. roups Copyright 2014 Synergy International Systems Inc All rights reserved Figure 1 Data Management Console The Data Management console consists of the following sections e Categories to manage the user defined categories existing in the system see MANAGING CATEGORIES e Currency Rates to manage the rates of the currencies that are used in the application see MANAGING CURRENCY RATES PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUI DE 4 MANAGI NG CATEGORI ES This chapter outlines how you can manage the items of the categories used in the PSID Lesotho application More specifically it describes how to add new category items edit or delete existing category items and search for them 4 1 Accessing the Categories Section The Categories section can be accessed at Settings gt Data Management gt Categories Figure 1 Once you access the Categories section you will be presented with the list of all categories recorded in the application Figure 2 Local Administrator About Help support synisys com Vi Settings Data Management Categories Categories Search Currency Rates U Ma t 4 wad aceite Factors Causing Delay Personal National Strateqy Development Plan Goal Vision 2020 Pillar Activity Caused by Contact Contact Sector Country of Origin Funding Source Funding Type Q Implementation Status Millennium Development Goal
15. s on how to upload images Managing Category Item Images 4 Click the Ok button to save the information input PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUI DE Local Administrator About Help support synisys com Settings Data Management Categories Funding Source Categories Search Currency Rates User Management 3 AFDB African Development Bank Personal 3 Africa 3 1 hina Denmark T European Union r3 France 3 Germany GOL ry India 3 Ireland Japan Kuwait Other Saudi Arabia Go South Africa Be Specified United Kingdom United Nations System Copyright 2014 Synergy Intemational Systems inc nghts reserved Figure 5 Selecting an Action to Perform Local Administrator About Help support synisys com Data Management Categories gt Funding Source gt European Union Categories European Union Currency Rates User Management Personal Copyright 2014 Synergy International Systems Inc All rights reserved Figure 6 Adding a Category Item 4 4 3 Editing Category Items In order to edit a category item follow the steps below l Click the name of the category All existing items of the selected category will display Figure 4 2 Click the name of the category item that you want to edit The item details will display 3 Make the req
16. ted with administrative rights should follow in order to ensure successful application data management 2 OVERVIEW The Public Sector Investment Database for Lesotho PSID Lesotho is an automated information management system which 15 designed to improve efficiency and coordination of the efforts made by the Ministry of Planning of the Kingdom of Lesotho with the aim of tracking the external projects funded by the Development Partners and country government The system serves as the main database and data collection and reporting tool for MoP as it ensures effective access to development data as well as provides an insight into the external projects and programs currently being implemented in the country The main objective of PSID Lesotho is to serve as a reliable and credible source of information on external projects implemented in Lesotho to support the Government in effectively monitoring the progress and performance of projects and programs and ensuring the their alignment with the Government s development goals priorities and strategies Moreover PSID Lesotho promotes transparency and accountability of funds improves governance supports project implementation and facilitates results based decision making on development assistance in Lesotho The PSID Lesotho application incorporates business intelligence and data management solutions with comprehensive application administration functions As such it is equipped with a number of adm
17. uired changes 4 Click the Ok button to apply the changes made PSI D LESOTHO DATA MANAGEMENT ADMI NI STRATOR S GUIDE 4 4 4 Deleting Category Items In order to delete a category item follow the steps below 1 Click the name of the category All existing items of the selected category will display Figure 4 2 Select the checkbox to the left of the category item that you want to delete Please note that you can select multiple checkboxes to simultaneously delete several category items 3 Select the Delete option from the Actions list found at the top left corner of the screen 4 5 Managing Category Item I mages The Categories section allows you to associate unique images with each item of some categories e g Organizations Sectors etc used in PSID Lesotho These images can be country flags company logos graphic images representing a sector etc The images are displayed next to the category item they represent in the List and Map modules of the PSID Lesotho application see PSID Lesotho Analytical Interface User Manual in REFERENCES and are used for better visualization 4 5 1 Adding an Image In order to add an image to a category item follow the steps below l Select the appropriate category in the list The list of all category items will display Figure 7 2 Locate the category item that you want to add an image for and click its name The category item data entry form will open Figure 8 Local Administr
18. urrency Rate In order to add a currency rate follow the steps below 1 Click the New button found at the top right corner of the screen Figure 10 The Add Currency Rates data entry form will open Figure 11 Please note that you will be able to add currency rates only for the year quarter that holds no data recorded for it Otherwise you will have to edit the respective year quarter data to introduce any changes in the currency rates recorded or fill in the missing information For more details see Editing Currency Rates Local Administrator About Help support synisys com PSID LESOTHO Dashboard Portfolio Data Management Currency Rates Categories Search Currency Rates AUD BHD BDT CAD CNY CZK DKK EGP HKD User Management 2013 Personal 2013 1 2013 11 2013 11 2013 2012 2012 1 2011 20111 201171 2011 11 2011 IV 2010 20101 1 1 2010 11 1 17 4 m 4 d amounts in this section quote the currency exchange rates to 1 U S Dollar Copyright 2014 Synergy International Systems Inc All rights reserved Figure 10 Add Button in the Currency Rates Section 2 Specify the period to provide the currency rates for by selecting the corresponding Year and Quarter from the drop down lists 3 Provide the currency rates for the selected period Please note that you can enter up to four digits after the decimal symbol 12 PSI D LESOTHO DAT
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