1Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Online Project System (OPS)for Consolidated / Flash Appeals

CAP SectionApril 2012

http://ops.unocha.org/

2Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

3Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

OPS Topics

What is OPS?

How to register in OPS?

How to upload a project?

How to revise a project?

How to use OPS data?

4Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

What is OPS? A web-based database for Consolidated and Flash

Appeals Projects

Who can access it?UN agencies and NGOs participating in consolidated or

flash appeals

What is it for? - To facilitate information-sharing and the appeal review process for humanitarian actors - To allow organisation to directly upload/update their projects- To facilitate Cluster Lead Coordinators’ review and approval of appeals projects

5Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Complete the registration process online. Click on New User to start the process

Create your account (indicate your e-mail, set your password)

Complete your User Profile online (contact details, select your “role”, select your organization)

Submit the access request to the OPS administrator

Check your e-mail! The OPS Administrator will send you the access link within 24h

Activate the access link received by clicking on it

6Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

7Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

8Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

9Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

10Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

11Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

User Profile Search for your

organizations by acronym or full name

Scroll the list and select

12Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Make sure you select the correct role

OPS edit rights depends on the role

Roles are based on tasks to be performed in the appeal process

Only official Field Cluster Lead Coordinators can register with this role

13Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

14Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

15Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

16Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

17Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

18Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Enhanced Geographical Field First complete the uploading of all project data and click

on “save and stay” on your project

Then click on “Add/Edit” on the EGF field

Select the locations of your project activities from the highest administrative level

The locations will be displayed on the project sheet in PDF/WORD and will also be available on the Project Summary Tables page in excel format

19Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Click on the PDF/WORD icons at the top of the project online form

Download the full project sheet

20Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Field Process HQs process

Roles Draft Approved by cluster

Agencies HQ

OCHA

UN/NGO Field Programme

Officer

Edit View View View

Cluster Lead Edit Edit View View

HC Edit Edit View View

OCHA Field Edit Edit View View

Agencies/NGO HQs

Edit View Edit View

OCHA HQ View View View Edit

OCHA CAP Edit Edit Edit Edit

Who can do what when

21Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Project Revision Click on the “Revise” button at the top of the online project form

Only the Appealing organization can initiate a project revision

Projects can be revised any time during the appeal year

The project revision has to be approved by the Cluster Lead

22Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Withdrawing a project Do not use the “reject” button in a revised project

No funding received set the revised requirements to 0

Some funding received revised requirements to match funding received

Check your project funding directly on FTS or on the FTS link in OPS

23Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Using the OPS data

Review projects and process

Contact lists

Who is doing what where: spot gaps and overlaps

Maps and tables

24Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Using the OPS data: EGF

25Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

OPS and FTS

Projects list with project sheets

26Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

FTS list of projects and project sheets

27Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

OPS and FTS

Appeal document

Projects volume

28Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section

Consolidated Appeal Process (CAP): http:// www.unocha.org/cap  

Financial Tracking Service (FTS): http://fts.unocha.org

Online Project System (OPS): http://ops.unocha.org

Inter-agency Standing Committee (IASC): http:// www.humanitarianinfo.org/iasc

For further information:

29Office for the Coordinationof Humanitarian Affairs (OCHA)

CAP (Consolidated Appeal Process) Section