All Users Access
Agency HQ (Finance and non-Finance) Access
CERF Finance Officer Access
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All Users Access
All Agency users and CERF Secretariat users may access and read any active or completed CERF Financial Reports, via the Timelines tab (TIM) of the project’s Project Proposal template. In the Financial Report Timelines table, clicking on the desired hyperlinked report name will open a new browser tab to the selected financial report template.
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Agency HQ (Finance and non-Finance) Access
After a financial reporting template is activated, Agency HQ may access the reporting template on the right side of an Agency HQ homepage in OneGMS, under the Reports (Active) tab of the Active Instances and Project Location listing, in either the Interim Financial Reports list or the Final Financial Reports list. To open the reporting template, Agency HQ users may click on the linked report name.
Submitted and approved reports may be accessed via the Closed Instances tab.
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CERF Finance Officer Access
CERF Finance Officers will be able to access financial reports in the Financial Report Task-list inbox, of their OneGMS homepage, by clicking on the blue redirect icon () beside the task name.