After adding your Workplan to MandE 2.0, it is important to log in periodically to provide updates as tasks and deliverables are completed, enter progress notes, and to submit quarterly reports.

Adding Updates

Throughout the operation, it may be necessary to do things like:

• Update Items: For instance, changing the status of something from “in progress” to “complete” or edit start and finish dates. This is important because the status of these items are directly linked to the dashboards, so that the management team can note whether any Activity is falling behind schedule in accomplishing its associated interventions, tasks, or deliverables.
• Update the Results Framework and Indicators tabs: in the same way, your project’s progress towards indicators and fulfilling the Results Framework objectives are also directly linked to the dashboards, allowing the management team to view progress across all Activities.
• Getting Items Audited: You may have noticed by now a box on certain items that says “audited.” The purpose of these boxes is that it allows management level staff to verify that a task or item marked as complete is actually complete. Only users with certain permission levels in MandE 2.0 are allowed to do this.
• Writing Internal Comments: Within the Activity View, there is a column called “internal comments” with speech bubble icons underneath. This column is OPTIONAL, but allows team members to write memos to each other and their manager that provide additional information about a particular Intervention, Task or Deliverable. For instance, there might be a note saying that an item is overdue because of waiting for confirmation from a project partner.

• Adding progress notes: Progress notes are added to Task Level items. Essentially there is one progress note per quarter, and throughout the quarter, project staff should be diligent in filling it out with any important notes on progress of the specific task. As a convention, progress notes should start with the date you are writing [5/29/2020] for easy recall later, and can be thought of as a diary entry. Progress notes can read by managers and other members of the team to get a quick overview on what has occurred with a task. It is also a helpful feature that is linked to quarterly report templates, enabling useful progress details on the task/deliverable to be pulled into the quarterly report template, avoiding the loss of recall at quarterly reporting