Technical Assistance and Technical Assistance Details tabs

[ScatteredInk]

Tab name: Technical assistance

ta_id title description period_start - date period_end - date funding_organisation/indigo_id recipient_organisation/indigo_id currency

Tab name: Technical assistance details

ta_id title description category - enum (see below), approach - "enum": [ "SPO Board Seat (including Observers)", "Coaching and mentoring", "Trainings, Workshops and Boot Camps", "Conferences and Other External Events", "Access to Networks (External or Peers)" "Specific Expertise (One-to-One or Groups)", "Mentoring", "Informal Relationship Management and Ad Hoc Support", "Other Approach" ], cost_type - enum: [ "Purchased or spent", "In-kind", "Staff cost", "Other" ], cost_of_activities - number number_of_days - number +meta & source block

category enum:

[ "Overall TA - Planning - Project Management", "Overall TA - Planning - Commissioning", "Overall TA - Delivery - In-house Relationship", "Overall TA - Delivery - In-house Specialist", "Overall TA - Delivery - Pro-bono Partner", "Overall TA - Delivery - External Consultant", "Overall TA - Delivery - SPO Staff Member", "Theory of Change and Impact Strategy - Support to develop the Theory of Change and Impact Strategy", "Theory of Change and Impact Strategy - Support to develop an evaluation framework and performance measures", "Developing an Impact Measurement System", "Fundraising - Assistance securing funding from other sources", "Fundraising - Use VPO's reputation to help grantees secure funding from other sources", "Fundraising - Practical support with fundraising", "Fundraising - Fundraising advice or strategy", "Fundraising - Assistance securing follow-on funding", "Revenue Strategy - Business Planning", "Revenue Strategy - Business Model Development or Business Model Canvas)", "Financial Management - Sound Financial Management Capabilities or Financial Management Tools", "Financial Management - Develop Financial Systems", "Financial Management - Financial Management Advice", "Financial Management - Financial Planning or Accounting", "Financial Management - Support To Establish New Financial Systems", "Human Capital Support - Strengthening CEO And Management Team (Coaching And Mentoring", "Human Capital Support - Recruitment And Talent Provision", "Governance Support - Support to Develop Board of Directors", "Governance Support - Advice or Assistance to Strengthen the Board or Governance System", "Governance Support - Board Development or Governance Assistance", "Governance Support - Assistance in Recruitment of New Board Members", "Strategic Support - Strategy Consulting", "Strategic Support - General Management Advice", "Strategic Support - Strategic Planning Advice", "Strategic Support - Support to Develop the Business Strategy", "Strategic Support - Support to Develop New Products or Services", "Strategic Support - Support to Develop New Business Systems or Procedures", "Strategic Support - Advice on management of change" "Operational Support - Marketing", "Operational Support - Operational Management", "Operational Support - Technical Assistance in Specialist Areas", "Operational Support - ICT Advice", "Operational Support - Support on Procurement", "Operational Support - Estate Management or Access to Physical Space", "Operational Support - Legal Advice", "Funding - Financing Capacity Building Grants and Awards - Specific money allocated for non-financial support", "Funding - Financing Capacity Building Grants and Awards - VPOs and VPO’s funders allocate specific resources to non-financial support", "Funding - Financing Unrestricted Grants or Funding - Give unrestricted funding for capacity building", "Funding - Financing Unrestricted Grants or Funding - VPOs and VPO’s funders allocate specific resources to non-financial support/external donations", "Funding - Financing Grants and Contacts with External Capacity-building Providers - Develop Network of Capacity-building Providers", "Funding - Financing Grants and Contacts with External Capacity-building Providers - External Parties Giving Support For Free", "Funding - Financing Capacity Building Through Collaboration Among Funders And Beyond - Investors Team Up To Address Capacity-building Challenges", "Funding - Financing Capacity Building Through Collaboration Among Funders And Beyond - VPOs and VPO’s Funders Allocate Specific Resources to Non-financial Support", "Funding - Financing Management Fees", "Funding - Financing the SPO to Pay for Non-financial Support or Matching", "Funding - Financing Corporate Partners", "Funding - Financing a VPO Subsidy" ]

[odscjames]

period_start - date period_end - date

YYYY-MM again?

cost_of_activities - number

local and USD? I think you said just local before but do confirm

[ScatteredInk]

YYYY-MM again?

Yes.

cost_of_activities - number

Just local.

[odscjames]

@ScatteredInk

Please review schema https://github.com/INDIGO-Initiative/database-app/commit/746b02be1654ccca5fd8e0855fd1feedb64442f6#diff-b4a53e6e10c0fb26e425ce43188a71e0

and Spreadsheet https://github.com/INDIGO-Initiative/database-app/blob/746b02be1654ccca5fd8e0855fd1feedb64442f6/indigo/spreadsheetform_guides/project_v005.xlsx

Had a problem.

Turns out Libreoffice, while saving to XLSX will only let you put a certain amount of characters in a data-validity list field. If goes in fine in app, save and open again, anything beyond a limit is gone.

For now, 'cos we need this up, I've stuck the values in a new sheet. No validity. People can copy and paste.

[ScatteredInk]

Thanks @odscjames

Is the validation being done with openpyxl or just manually? I think it works OK in LibreOffice if you use validation via a cell range (data - validity - cell range) - or at least I've saved and reopened successfully doing it this way. If that's an acceptable workaround, we could just hide or rename this extra tab to avoid mishaps. I think for this one we want a dropdown if at all possible as that's the trade-off for moving to two tabs.

[odscjames]

There is several places the validity could/should be done but in this case it needs to be set up in the Excel file. I'm trying cell range and a hidden sheet ....

[odscjames]

@ScatteredInk Got cell range and hidden sheet,

Schema: https://github.com/INDIGO-Initiative/database-app/commit/5399214629fd5905a190f6797e28ac0655759085#diff-b4a53e6e10c0fb26e425ce43188a71e0 Sheet: https://github.com/INDIGO-Initiative/database-app/blob/5399214629fd5905a190f6797e28ac0655759085/indigo/spreadsheetform_guides/project_v005.xlsx

[ScatteredInk]

This looks good - thanks.

[odscjames]

Live