Tool Tips

The following are navigation tool tips that should prove useful to a user in navigating through the OneGMS:

I) FAQ Icon
II) Field Description and/or Requirement
III) Save Often!
IV) Print 
V) Red tabs
VI) The comments icon 
VII) Action Icons
VIII) Quick Access (not available for partner/agency)
IX) Active People icon


I) FAQ icon

The FAQ tooltip is accessible on all pages of the OneGMS. It redirects to a guidance note dedicated to the page. Upon clicking on the FAQ tooltip from any of the page of the OneGMS, a new tab will open in your browser, opening the specific related article of the Help portal.

 

II) Field Description and/or Requirement

Field Description: When available, you can hover over this info icon . to display additional guidance. 

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Requirement: all fields marked with a red asterisk * are mandatory.
 

III) Save Often! 

Save Buttons: 'Save' versus 'Save & Exit'

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It is recommended that the user continuously save their work in the OneGMS. There are two saving options available:

  • [Save]: this will save your progress and let the user remain on the screen they are working on.
  • [Save & Exit]: it will save your progress but your will exit the page. 
     

IV) Print

Users can export and print the documents that they are drafting, reviewing or viewing on the OneGMS in a PDF, Word or HTML format. To do so, you click on the print icon d on the top right of the screen and select the format in which you wish to export the document. If you are exporting a project proposal you can choose to include or exclude the comments left by ticking/unticking the checkbox 'With Last Comments'.

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You can also export the budget and financial reports as an Excel file. In the 'Budget' tab, you can click on [Export Budget].

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V) Red tabs

A red header on a tab name indicates that there are required fields within that tab that are missing. You will not be able to move forward with the workflow until all required fields are entered.
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VI)The comment icon
If a user has left a comment in a tab, this icon will be displayed .

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VII) Action icons

These icons indicates the actions you can take regarding a project proposal or a report. 

VIII) The Quick Access (not available to Agency/Partner user role)

The Quick Access tool, accessible from all pages of the OneGMS, enables users to quickly access sections in the OneGMS.

To access the Quick Access tool, click on this icon  on the right-hand side of the menu bar, then click on one of the icons to access its according page on the OneGMS.

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The shortcuts displayed in the Quick Access panel depend on the system functions made available for your user role by the OneGMS Admin team.

IX) Active people icon
To avoid overlapping and mistakes while you work on a project proposal, the OneGMS let you know how many people are working on the same project as you. At the top of the page, this icon indicates how many people are on the same page .. If you hover over it, the system will display the user that is on the same session, the duration and the number of active sessions.

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You can also find all this information in this icon . that appears on the left side f your screen. If you click on it, it will give you more detail on the user who is working on the same page as you. 

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