Green Climate Fund Online Accreditation System: User s Guide

Transcription

1 Green Climate Fund Online Accreditation System: User s Guide

2 Page b Table of Contents I. Introduction 1 II. Contacting the Fund s administrator 1 III. Setting your account 1 IV. Accessing and logging into your account 1 V. Resetting your password Page navigation Changing your password 2 VI. Terms and conditions 3 VII. References Footnotes 3 VIII. Beginning your draft Page navigation Instructions page Uploading an attachment file Saving your draft Accessing and revising your draft 7 IX. Submitting your application Submitting your application via My Page Submitting your application while accessing the application Completing the submission of your application Post-submission 8 X. Printing your application Page navigation Preview Printing out your application 10 XI. Signing out of your account after completing your task 10

3 Page 1 I. Introduction 1. The Online Accreditation System ( OAS ) is a secure internet accessible application which allows an applicant entity ( Entity ) to submit an application for accreditation to the Green Climate Fund ( Fund ). The applications are received by the Fund via the OAS. A computer utilized for applying through the online accreditation system is required to support one of the major browser software products, including Google Chrome, Microsoft Internet Explorer, Apple Safari, and Mozilla Firefox. It is recommended to use the latest version of one of these browser software products to ensure best ergonomics, security and compatibility. The application form is optimized for screen resolutions of 1280*800 pixels or higher. 2. Applicants are provided the option of saving multiple drafts from which they can choose from to submit a final version. Applicants can reopen and revise these drafts at any given time due to the OAS having its storage in a protected Cloud space enabling access from any location or computer. 3. Once a draft is finalized and submitted, it will enter a read-only mode enabling you to view it but not revise it. II. Contacting the Fund s administrator 4. In order to gain access to the OAS, please send an to accreditation@gcfund.org with an official letter signed by a duly authorized official of the entity with the names and addresses of persons to whom the Fund is permitted to release OAS account information (including a username and initial password). This letter should be accompanied by documentation acceptable to the Fund evidencing the authority of the signatory. III. Setting your account 5. The Fund generates and issues OAS accounts to Entities, including a username and initial password. The Entity will be responsible for maintaining the confidentiality of its account password and username, all activities that occur thereunder, as well as notifying the Fund of any unauthorized use or other breach of security. IV. Accessing and logging into your account 6. Entities can access the OAS at and log in using the username and the initial password provided by the Fund.

4 Page 2 Figure 1: OAS login page V. Resetting your password 5.1 Page navigation 7. Click the Password Change button in the menu bar on the upper part of the screen. Figure 2: Menu bar for changing your password ( Password Change ), your page ( My Page ), and administrator access ( Administrator ) on the upper side of the main page. 5.2 Changing your password 8. Enter the initial password in the input field for Old Password and your new password in the input field for New Password. After inputting the required information, click the Change Password button to finalize the password change. Figure 3: Password change page

5 Page 3 VI. Terms and conditions 9. By using the OAS, the Entity agrees to the Terms and Conditions accessible at itation_system_terms_and_conditions_v1.pdf. VII. References 7.1 Footnotes 10. Additional information and references are provided in the footnotes accessible via hyperlinks Figure 4: Footnotes page VIII. Beginning your draft 8.1 Page navigation 11. Click the Online Accreditation System button to enter the application form. By using the OAS, the Entity agrees to the Terms and Conditions accessible at: itation_system_terms_and_conditions_v1.pdf.

6 Page 4 Figure 5: Entrance into the OAS 8.2 Instructions page 12. Entities must review the instructions provided. Figure 6: Instructions page 13. The Entity must first select either the Direct Access Track or International Track before completing the subsequent questions on the Instructions page. If the Entity selects the Direct Access Track, it shall additionally select the related questions.

7 Page 5 Figure 7: Entity s options to select the Direct Access Track or International Access Track 14. The Fund has two application processes: Accreditation Process and Fast-track Accreditation Process. All entities may apply via the Accreditation Process. Entities deemed eligible by the Fund s Board to apply under the Fast-track Accreditation Process may select this option if it chooses to, and will further be required to select the other funds that the Entity is accredited by. Figure 8: Entity s options to select the Accreditation Process or Fast-Track Accreditation Process 15. The Entity must make the selections indicated above before it can click Next to start filling in their application. Once the Entity clicks Next, it will not be permitted to return to the Instructions page unless it begins a new application form.

8 Page Uploading an attachment file 16. Click Click here to attach a file. To attach more files, click Add Item. We recommend file sizes of 10MB or smaller. For big file attachments, it is best to utilize a file hosting service and leave a link to which the file is connected. Applicants experiencing network performance issues or wanting to save connection fees are recommended to insert links to big files saved in a hosting service platform. The Fund downloads these files to store them with submitted copy files of applications. Figure 9: Attaching a file 17. Hovering the cursor over the file attached will show the options to Attach, Download, and Remove the file. Figure 10: Attaching, downloading and deleting an attachment file 8.4 Saving your draft 18. Click the Save button to save your draft. Figure 11: Saving your draft

9 Page Accessing and revising your draft 19. To access your saved draft to further revise it, click on the file name to open the draft. Figure 12: How to access a saved draft application Figure 13: Re-entered draft IX. Submitting your application 20. There are two options for submitting your application. One option is to submit a saved application via My Page, where you can select from the list of drafts that you have saved. The other option is to submit the application you are filling out by clicking the Submit button on the last page of the application. 9.1 Submitting your application via My Page 21. Click the My Page button in the menu bar on the upper part of the main page. Figure 14: My Page button 22. Click on the Name of the saved application that you would like to submit.

10 Page 8 Figure 15: Saved application drafts 9.2 Submitting your application while accessing the application 23. After having completed and checked the entries of all sections, click Submit. 9.3 Completing the submission of your application 24. Click Submit after ensuring you have specified which item entries are confidential information and checking the certification statement box. Figure 16: Submitting your application 9.4 Post-submission 25. Once the submission is completed, the Entity will be prompted to either return to the main page or close the window. By closing the window, the Entity will automatically be logged out of the account and OAS.

11 Page 9 Figure 17: Completing the submission of an application for accreditation via the OAS X. Printing your application 10.1 Page navigation 26. Click the My Page button in the menu bar on the upper part of the main page. Figure 18: My Page button 27. Click on the Name of the draft that you would like to print. Figure 19: Saved application drafts 10.2 Preview 28. To print the tab being viewed, click Print Preview from the File menu of your browser. To print the complete application form, applicants are required to go to each of the tabs and pages and repeat the process.

12 Page Printing out your application 29. Click the print icon for a basic setting or edit settings and print. XI. Signing out of your account after completing your task 30. Applicants are strongly advised to sign out of the system whenever they complete saving a draft, submitting, or planning on leaving their screen unattended. To log out, click the Sign Out option from the drop down menu on the upper right side of the main page. Figure 20: Main page where applicants can sign out of their account