Embedded Files
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 charts and metrics.
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 Dashboard Cards display...
1. Reach Summary Card
This table displays Reach data that can be filtered by Geographic Categories and Ministry Strategies and is divided by product type format, such as print, movie, and web. Key data includes:
Reported Reach
Includes recent months and year-to-date totals
Planned Reach for the current year
Reported vs Planned Reach percentages
This data can be exported or used to navigate to relevant reports for more details.
2. Favorite Reports Card
Reports marked as favorites will appear in this card with a direct link to the full Reports page. This card is personalized and does not change based on any filtering.
3. Inventory Card
The card displays an Inventory snapshot for Totals through the current date, for:
Printer Inventory
Warehouse Inventory
Partner Inventory
It also includes the amount of print products that have been Planned, but not yet Ordered, for the current year.
Remaining to Order
This data can also be filtered by the Geographic Categories and Ministry Strategies, and includes the ability to easily navigate to the Inventory reports.
4. Consignments Card
View consignment activity at a glance. The Consignments card displays the current, previous 2 months, and current year-to-date totals in a chart. This data can also be filtered by the Geographic Categories and Ministry Strategies. Navigate to the All Consignments & Returns report for more details about consignments. Export options are also included.
5. Inactive Programs in the Geographic Categories list
Inactive programs are available in the Geographic Categories list if the program has relevant current-year data (Planned Reach, Reported Reach, Inventory, or Consignments). These are labeled “Inactive” for clarity.
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
Page updated
Report abuse