OAS User`s Guide - Green Climate Fund

Green Climate Fund
Online Accreditation System:
User’s Guide
Page b
Table of Contents
I.
Introduction
1
II.
Contacting the Fund’s administrator
1
III.
Setting your account
1
IV.
Accessing and signing into your account
1
V.
Resetting your password
2
5.1
Page navigation
2
5.2
Changing your password
2
VI.
VII.
VIII.
IX.
X.
XI.
Terms and conditions
3
6.1
3
Terms and conditions
References
3
7.1
3
Footnotes
Beginning your draft
4
8.1
Page navigation
4
8.2
Instructions page
5
8.3
Uploading an attachment file
6
8.4
Saving your draft
10
Submitting your application
10
9.2
Submitting your application via My Page
10
9.3
Editing your application draft
10
9.4
Submitting your application
11
9.5
Post-submission
12
Printing your application
12
10.1
Page navigation
12
10.2
Preview
13
10.3
Printing out your application
13
Signing out of your account after completing your task
15
Page 1
I.
Introduction
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 OAS 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.
1.
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.
2.
Once a draft is finalized and submitted, it will enter a read-only mode enabling you to
view it but not revise it.
3.
II.
Contacting the Fund’s administrator
In order to gain access to the OAS, please send an email to [email protected]
with an official letter signed by a duly authorized official of the entity with the names and email
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.
4.
III.
Setting your account
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.
5.
IV.
Accessing and signing into your account
Entities can access the OAS at https://accreditation.gcfund.org/ and log in using the
username and the initial password provided by the Fund.
6.
Page 2
Figure 1: OAS Sign In
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
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.
8.
Page 3
Figure 3: Password Change
VI.
Terms and conditions
6.1
Terms and conditions
By using the OAS, the Entity agrees to the Terms and Conditions accessible at
http://www.gcfund.org/fileadmin/00_customer/documents/Accreditation/GCF_Online_Accred
itation_System_Terms_and_Conditions_v1.pdf.
9.
Figure 4: Terms and Conditions page
Page 4
VII. References
7.1
Footnotes
Additional information and references are provided in the footnotes accessible via
hyperlinks.
10.
Figure 5: Footnotes page
VIII. Beginning your draft
8.1
Page navigation
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
http://www.gcfund.org/fileadmin/00_customer/documents/Accreditation/GCF_Online_Accred
itation_System_Terms_and_Conditions_v1.pdf.
11.
Figure 6: Entrance into the OAS
Page 5
8.2
Instructions page
12.
Entities must review the instructions provided.
Figure 7: Instructions page
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.
13.
Figure 8: Entity’s options to select the Direct Access Track or International Access Track
The Fund has two application processes: Accreditation Process and Fast-track
Accreditation Process. All entities may apply via the Accreditation Process. Entities deemed
14.
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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 9: Entity’s options to select the Accreditation Process or Fast-Track Accreditation Process
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.
15.
8.3
Uploading an attachment file
16.
Click Navigate to file attachment to prepare for the attachment.
Figure 10: Navigation to the file attachment function (screen)
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17.
Click Click here to attach a file to attach files.
Figure 11: Navigation to file attachment screen
18.
Click new document and then UPLOAD EXISTING FILE.
Figure 12: Attaching a new file
19.
Click Browse… to select the file required for the application.
Figure 13: Adding the new file attachment
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If you can see the text drag files here on the right side of new document, you have the
capacity to add multiple files simultaneously. To use this function to add multiple files, drag and
drop the necessary files and they will be uploaded automatically.
20.
Figure 14: Saving the file attachment
To delete files, select the one to be deleted and click Delete Document from the FILES
ribbon. Note, folders are never to be deleted.
21.
Figure 15: Deleting a file attachment
22.
Click the refresh icon and select a file from the update list in the drop down.
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Figure 16: Selecting a file
The selected file attachment will be presented as below. Users can view its content by
clicking the filename.
23.
Figure 17: Checking the attachment
Hovering the cursor above the filename shows a drop down icon to the left of the field
box. Clicking this icon shows the Delete [Ctrl + Delete] button which can be used to delete an
attached file.
24.
Figure 18: Deleting a file attachment
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8.4
Saving your draft
25.
Click the Save button to save your draft.
Figure 19: Saving the application draft
IX.
Submitting your application
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.
26.
9.2
Submitting your application via My Page
27.
Click the My Page button in the menu bar on the upper part of the main page.
Figure 20: My Page button from the menu bar on the main page
28.
Click on the Name of the saved application that you would like to submit.
Figure 21: List of saved application drafts
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9.3
Editing your application draft
29.
Be sure to make entries for all required items, utilizing the footnotes along the way.
Figure 22: Tab 7 (Section Ⅶ)
9.4
Submitting your application
Click Submit after ensuring you have specified which item entries are confidential
information and checking the certification statement box.
30.
Figure 23: Confidential Information and Certification checkbox
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9.5
Post-submission
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.
31.
Figure 24: Completing the submission of an application for accreditation via the OAS
X.
Printing your application
10.1 Page navigation
32.
Click the My Page button in the menu bar on the upper part of the main page.
Figure 25: My Page button from the menu bar on the main page
33.
Click on the Name of the draft that you would like to print.
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Figure 26: List of saved application drafts
10.2 Preview
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.
34.
Figure 27: Print preview
10.3 Printing out your application
35.
Click the print icon for a basic setting or edit settings and print.
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Figure 28: Printing the application form
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XI.
Signing out of your account after completing your task
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.
36.
Figure 29: Signing out from the main page
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