OPS - OCHA

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Online Project System (OPS)
for Consolidated / Flash Appeals
CAP Section
April 2012
http://ops.unocha.org/
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
1
Process) Section
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
2
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?
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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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
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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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
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
5
Process) Section
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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Process) Section
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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Process) Section
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of Humanitarian Affairs (OCHA)
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Process) Section
Office for the Coordination
of Humanitarian Affairs (OCHA)
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Process) Section
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of Humanitarian Affairs (OCHA)
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User Profile
 Search for your
organizations by
acronym or full name
 Scroll the list and select
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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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
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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Process) Section
Office for the Coordination
of Humanitarian Affairs (OCHA)
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Process) Section
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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Process) Section
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of Humanitarian Affairs (OCHA)
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Process) Section
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of Humanitarian Affairs (OCHA)
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Process) Section
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of Humanitarian Affairs (OCHA)
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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
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of Humanitarian Affairs (OCHA)
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 Click on the
PDF/WORD icons
at the top of the
project online form
 Download the full
project sheet
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of Humanitarian Affairs (OCHA)
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Process) Section
Who can do what when
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
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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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
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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Process) Section
Withdrawing a project
 Do not use the “reject” button in a revised project
 No funding received
 Some funding received
set the revised requirements to 0
revised requirements to match
funding received
 Check your project funding directly on FTS or on the FTS
link in OPS
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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Process) Section
Using the OPS data
 Review projects
and process
 Contact lists
 Who is doing
what where:
spot gaps and
overlaps
 Maps and tables
Office for the Coordination
of Humanitarian Affairs (OCHA)
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Process) Section
Using the OPS data: EGF
Office for the Coordination
of Humanitarian Affairs (OCHA)
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Process) Section
OPS and FTS
Projects
list with
project
sheets
Office for the Coordination
of Humanitarian Affairs (OCHA)
CAP (Consolidated Appeal
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Process) Section
FTS list of projects and project
sheets
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of Humanitarian Affairs (OCHA)
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Process) Section
OPS and FTS
 Appeal
document
 Projects
volume
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of Humanitarian Affairs (OCHA)
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Process) Section
For further information:
 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
Office for the Coordination
of Humanitarian Affairs (OCHA)
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of Humanitarian Affairs (OCHA)
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Process) Section
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