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Navigating HopeWorks 3
Navigating HopeWorks 3
HopeWorks has various tools that can help users find the data they need or the area they need to work in. A user must learn to navigate through the different HopeWorks sections, budget categories, and geographical areas, and understand how the data is summarized in metrics located at the top of the page.
The HopeWorks home page has 3 main sections, the Main Menu, the Categories Tree and the Dashboard.
The Main Menu section displays the different data sections of the HopeWorks system. This menu may look different for each user, as it will only display the sections that each user has been given permission to access. Menu items may give you access to a sub-menu list that will direct the user to different areas of HopeWorks.
The Categories Tree displays the programs that the user has access to. Programs are organized by country and regional location.
The Dashboard section displays data summarized into various graphs and metrics.
The Metrics Bar provides a summary of the main data points for a program, country, region, or geographical area. These data points help team members assess the current state and/or progress of the programs they are responsible for.
The Dashboard Cards show the HopeWorks user information that can be used to identify progress in their area's ministry plan and goals.
Navigating HopeWorks 3 using the Main Menu
Navigating HopeWorks 3 using the Main Menu
The Main Menu is the first stop for every HopeWorks user as they decide in which section of HopeWorks they would like to get information from or enter data in. Each HopeWorks section has different tree tabs that by default show general categories. The user can drill down to more specific views of the data.
Users can also use the search box to filter through the different options available in each tree tab.
Navigating HopeWorks 3 using the Navigation Tree
Navigating HopeWorks 3 using the Navigation Tree
Go to the Navigation Tree at the top of the HopeWorks page. Click on the drop-down arrow by Overview to select a section from the main menu to navigate to.
Overview Dashboard
Overview Dashboard
The HopeWorks Overview displays the most commonly searched data in HopeWorks. It provides a broad and quick picture of the current state of a program, country, region, or geographic area.
The Metrics numbers represent...
Reported Reach: Total reach numbers calculated from Activity Reports entered.
Partner Inventory: Total inventory in partner warehouses. This is the total number of products that have been consigned but not yet reported as distributed.
Planned Reach: Total Planned reach numbers are calculated for the Total reach planned for a program, country, region, or geographic area.
The Dashboard Cards display...
Reported Reach: Total reach numbers calculated from Activity Reports entered by year.
Budget (Pro-rated) vs. Expenses: Total year planned budget (prorated to date) compared to total expenses reported.
Expenses by Cost Center: Percentage of total expenses reported by cost center.
Planned Print Status: Total products by supply chain stage, planned, initiated, ordered, shipped, and received.
Timeline
Timeline
Timeline, a new feature, presents a historical record of changes and attachments for specific forms.
When viewing the timeline, four main activities are visible:
Comments
Record status changes
Data changes
File changes.
Access to these details is based on permissions and the nature of information collected by the form.
Currently, Timeline has been integrated into the Beneficiaries and Disbursements sections. In the near future, it will be extended to other sections of HopeWorks!
Questions? E-mail us at support@hopenet.net
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