PLI training on DoRIS
Bulgaria
Training for NFP, CA, PO and AA
November 2013
Hansen Kerimel, Daniela Parisi and Ottar
FMO – Financial Mechanism Office
EEA and Norway Grants
Practical training on
DoRIS
Contacts:
Hansen Kerimel, DoRIS Project Manager and System
Administrator
Daniela Parisi, Statistics and Reporting Officer
Ottar GISLASON, Sector Officer
Technical problems: doris-support@efta.int
Practical training on
DoRIS
WIFI
Network id: To be provided by the FP
Password: To be provided by the FP
Log in details:
Training today only in the test environment
http://dorismaintenance.ascenta.ro/
User: [enter your user name]
Pass: []
Reporting system and Project level Info
14 November 2013
14:00 – New Doris reporting system – we will show the new reporting system
and explain how to download a Doris report.
15:15 – How to create an organization & person – we will explain how to create
organization & person and how to do the administration at PO level
15:30 – Coffee break
15:45 – How to complete the PLI
16:15 – Exercise/Workshop – The Programme Operators enter information into
DoRIS (for institutions that have no real data we will use the Doris dummy
environment/sandpit)
17:00 – Useful manuals and information
17:15 - Q&A
General training Agenda
15 November 2013
10:00 General Doris
• User Profiles
• Workflow concept in Doris
• Inbox (personal/unit/organisation tasks)
• Allocation and delegation of tasks
• Adding, removing and modifying contacts
10:30 – Results Base Management
11:00 Coffee break
11:15 Work cycle
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Programme Agreement Cycle in Doris
Proposal
GRD (Informing POs on updated Indicators)
PA (Draft Version, PIA)
Implementation (FP Notification)
12:30 Lunch Break
13:30 Finance Tasks, Interest Earned, Forecast of Likely Payments
14:15 Q&A
DoRIS general overview
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User profiles
Programme Agreement cycle
Workflow concept in Doris
Inbox
Work cycle
• Programme Agreement Cycle in Doris
• Proposal
• GRD (Informing POs on updated
Indicators)
• PA (Draft Version, PIA)
• Implementation (FP Notification)
Reporting system and Project level Info
15 November 2013
Results Base Management (RBM)
Key Concepts
•Results achievement
•Beneficiary oriented
•Managing for results and reduced risks
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Results Base Management (RBM)
In practice, RBM is:
• defining realistic expected results based on appropriate
analysis;
• clearly identifying program beneficiaries and designing
programmes to meet their needs;
• monitoring progress toward results and resources
consumed with the use of appropriate indicators;
• identifying and managing risk;
• increasing knowledge by learning lessons and integrating
them into decisions; and
• reporting on the results achieved and resources involved.
Results Base Management (RBM)
Results Chain
Impact
Widespread improvement in society/sector Long term
Outcomes Intermediate effects on target groups and systems Medium term
Outputs
Products and services delivered
Short term
Activities
Tasks transforming inputs to outputs
Ongoing
Inputs
Financial, human & material resources
Ongoing
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Results Base Management (RBM)
How do we report on results?
• Project level information
• Update indicators in DoRIS
• Annual Programme Reports
• Reviews, evaluations (mid-term/end)
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New Doris reporting system - How to access
the DoRIS Reporting Service?
In order to use the DoRIS reporting System you need to follow these
instructions:
– Select ‘Report’ on the main toolbar.
– Open the report.
– Select the folder ‘ Doris Reports’.
Project Level Information (PLI) - How to
create an organization & person
Before creating a project the Programme Operators must insert all information related
to the organizations and persons involved in the project into DoRIS.
The organizations involved in the project are the Project Operator, the Project Donor
Partner and the Project Partner.
Project Level Information (PLI)
How to complete the PLI
In order to create a project the POs need to follow these
instructions:
1.Insert all the info about the organization involved;
2.Insert all the contact information for the organizations main
contacts;
3.Click on Create New Project
Project Level Information (PLI)
Project summary
• Max 1 000 characters - no spaces
• Write in an accessible way, using clear and
understandable language
• Be as concrete as possible and avoid jargon,
abbreviations and technical/bureaucratic
language
• Focus on the what the project will actually
achieve
The project summary should cover the
following points:
Why is the project needed? (Describe current problems
/challenges. Include any relevant references to wider public plans or
priorities)
What is the objective of the project? (The objective of a project
is equivalent to an outcome of a programme)
What is the project expected to achieve? (Describe the project
outcome(s) and mention any concrete targets or indicators)
How will the project address these challenges? (Describe the
project outputs – what will be produced or delivered?)
Who is expected to benefit? (Target groups)
How will bilateral relations be strengthened? (Describe the role
of the donor partner, where relevant)
What will the partnership achieve?
Project Level Information (PLI)
Project summary - example
Project summary - example (997 characters-no spaces)
Beneficiary state: Slovakia
Priority sector: Civil Society
Programme number: SK10
Project title: Green Footprint
Summary: Eastern Slovakia is a region facing many challenges, with high rates of unemployment and a large
disadvantaged Roma population.
The objective of the project is to contribute to improving the sustainable development of the region. The
project will specifically focus on developing local sustainable food and energy efficient solutions.
Three community urban gardens and 17 rural gardens will be built. People will be taught basic organic farming
techniques to help them grow their own produce. One hundred energy efficient cooking stoves will be installed
in the homes of Roma families and training provided in their use.
The donor project partner - Change the World (Norgesvel) - will contribute its know-how and many years of
experience in developing local sustainable solutions. It will organise courses and workshops in organic farming,
eco-friendly building techniques and the use of energy efficient devices. It will also create an online database
compiling practical solutions for reducing ecological footprints.
The main beneficiaries of the project will be disadvantaged groups, including Roma. The general public will also
be able to learn from the online database.
Project Level Information (PLI)
Logical relationship
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Project Level Information (PLI)
Scholarship
In order to insert scholarship info the POs need to follow these instructions:
1.Create scholarship file (see print screen)
2.Generate a scholarship report
3. Insert the scholarship info and convert into txt file
4.Upload in DoRIS
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Useful manuals and
information
DoRIS Reporting manual
The manual contains explanations on the DoRIS Report.
Statistical manual
The manual contains definitions and explanations on the statistical information that is to
be recorded in the online Documentation, Reporting and Information System' (DoRIS).
The manual is also useful when working with reports generated from DoRIS.
Project Level Information help texts
The manual contains explanations on the PLI module in DoRIS
Questions and Answers