Help

Information and help for the different sections and activities on PWX.

In case this does not solve your problem, please use the More Help section to contact us.

Browsers Supported

PWX is tested on three browsers: Firefox 11, Google Chrome 17, and Internet Explorer 9. PWX will work on most versions/browsers, but some pages may not show or behave as designed. Please stay with the latest version of your browser for security reasons and for the best PWX experience.

Help with PWX Analytix

Information can be found starting with our introduction. Help and video tutorials can be found at AnalytiX Help.

General Layout

Dashboard

After logging in, the screen that is shown is referred to as the Member Dashboard. This shows you the tasks you need 'To Do' and also provides you access to your active applications (in review or in draft) and to your active projects.

Menu

The menu bar on the top expands after you login. It now also includes: "My Profile", "Refer", and "Help".

Attachments

You can attach files to your profile, to applications, to project reports, and to status reports.
Attachments such as photos, spreadsheets, maps, documents enhance the quality of the information. PWX has a sophisticated yet easy way of managing and displaying photos. Please use it liberally!

To upload a file or photo, click on the "Attach File(s)" button:
1. Type a file name or click on "Browse" and use the finder to select the file on your computer.
2. Enter a Title.
3. Enter a short Description to help readers and reviewers.
4. Click on 'Upload'.
Repeat if you have more than one file/photo. When finished uploading all files click on 'Done'.

If you have many files to upload, you can use the Upload Multiple Files feature. After uploading the files you can edit the Title and Description.

To delete an uploaded file, click 'Delete' on the right of the information on the uploaded file.

Maps (Office Locations, Applications, and Projects)

PWX is innovative in its use of mapping technology - the first in the water sector and still leading! All member offices, applications, and projects are shown on the map. So it is very important to provide correct information so that PWX shows everything precisely on the world map. Each location is determined by a longitude (+ = east, - = west) and a latitude (+ = north, - = south). These numbers can be found using a GPS system or using PWX. While creating or editing a location, the Google map can be used to easily determine the location. Just click on the location desired or drag the existing marker. PWX automatically fills up the coordinates.

User Account(s)

Creating User Accounts

Every organization gets as many logins as needed - you determine the username and password. Click on "Add" under "People" in "My Profile". One person has to serve as the primary contact, click on "Primary Contact" in any users profile to make them primary.

You can also delete logins. It is better to delete than rename the person (history of their activity is kept intact). To delete the Primary Contact, edit any other contact first and make them Primary.

Lost your Password?

Please store your user ID and password in a safe, easy to remember place. Forgetting ID's and passwords are some of the highest sources of questions about PWX. You can eliminate this frustration just by thinking about this consciously ahead of time.

If you have problems with login on PWX, you will be sent to the "Login (Try Again)" page. Here you can try to login again or click on "Forgot Password". On the "Reset Password" page enter your email address or user name and PWX will mail you a new password.

Changing your password

After logging in, please click on "My Profile" on the top navigation bar. In the right hand column, click on "People" and after it opens up, click on "Change Password" under your name.

Updating your Organization profile

After logging in, please click on "My Profile" on the top navigation bar. Scroll to the bottom of the page and click on "Edit Profile". Click "Save" before exiting!

Application (Grant Proposal)

How to apply for funding

Only members of Peer Water Exchange can apply for funding. You will be informed when a funding cycle is opened via email and the notice at the top of the dashboard.

The application consists of three pages/screens. Your data will automatically be saved every time you move from page to page. Your application will be saved to be edited and completed later, if you do not complete it in one session.

If you do not want to fill up the application online, you can download a Word version of the application to fill it up offline. After filling out the Word document and saving it, you can login into PWX and copy and paste each field one at a time into the PWX forms.

Questions about your application(s)

After logging in, the status of your application is accessible from the Member Dashboard under "My Active Applications." Please note that you will be notified by email, when your application is approved.

After Getting Funded

Accepting Funding

When your application is approved, you will get a notification email and you can also verify this on your dashboard in your To Do List under Accept/Manage Funding. If the application was for Project Funding (only one project), you need to accept the funding and 'create' the project.

Log into PWX and click on your Project Application Name under Accept/Manage Funding. Please read through the funding agreement and select "Agree" or "Disagree". Now click on "Accept" or "Decline" Funding. If you accept funding, you will be automatically directed to your new project page. Please make any changes you'd like to make to this project from the original information provided in the application.

If the application was for "Program Funding" (multiple projects), a couple of more steps are involved to create each project and divide the funding amount across the projects you create.

Log into PWX and click on your Project Application Name under Accept/Manage Funding. Please read through the funding agreement and select "Agree" or "Disagree". Now click on "Accept" or "Decline" Funding. If you accept funding, you will be automatically directed to your Project Summary page where you can begin creating projects from your funding. Under the Funding header, click on "Create A Project".

Fill in the fields accordingly for this first project. Make sure to allocate only the amount of funding you expect to use on this project (you can always correct the amount from within the project report later). PWX will automatically reduce the amount available for the other projects you create within this funding program. Click submit when you've finished and you'll be directed back to the Project Summary page to repeat the process for the other projects you'd like to create. The Accept/Manage Funding task will remain in your To Do List until all the funds are used up.

Managing Funding

It's important to do this. Pay particular attention to the status of your application, so it doesn't appear to be pending when actually in progress or in progress when actually complete. The more reports you have time to submit, the better!

Project and Status Reports

The Main Report Page

You can access the project from the Member Dashboard under "My Active Projects." The main screen will become the final project; you can fill it up as you go. You can add pictures, documents, financial reports, interviews with beneficiaries, etc.

Implementation Progress / Operating Status Reports

Frequent project status reports not only build a history of the project that is shared but also can be used by internal staff to make decisions. You should provide reports as frequently as possible; when you start the project and when major activities are initiated or completed. With SMS it is easy to enter in reports during visits from project site itself. Reporting on post-completion operating status gives insight and learning from actual operations.

For reports on the progress during the implementation phase, click on "Submit Report" under 'Implementation Progress' in the right hand column. Post-completion reports are entered by clicking on "Submit Report under 'Operating Status Reports' in the right hand column. The system compares the date of the report to the date of project completion to determine whether it is 'Implementation Progress' or 'Operating Status'.

Filling the report is easy: select date of visit, the status of the project at the time of visit, and enter an appropriate title. The text box is a great place for narratives and interviews (before and after). You can provide links to videos on youtube.com and also attach photos. Submitting photos is easy, but it happens on the next page after you click "Submit". You can upload as many photos after you click "Submit" and click on "Upload Photos" on the following screen. You can upload pictures over time, you do not have to do all during the same session. When you have more pictures to upload, click on the status report under which you want to post them and click on "Upload Photos".

Progress/Status Reports via SMS

SMS is a technology that is affordable and widely available and PWX is proud to include that technology to allow ease of communication and reporting from the field. A short message at every field visit can provide valuable data to managers far from the action. A weekly SMS can easily show progress and surfaces issues.

In PWX, SMS messages get converted to project reports and attached to projects. The main challenge is to attach the SMS to the right project and attribute the right person as the source. To identify the sender and their organization we need users to first register their mobile number.

Send an SMS report to either +91.9243342000 (India) or TXTWEB (or 898932) (USA). The format is:
        @pwx p??? message text     or     .pwx p??? message text
Replace the ??? with the PWX project ID (found at the top right of the project report page); including the community name would be helpful; and do not forget the '@' or '.' as the first letter of the SMS. For example:
        @pwx p126 Antarasingh trench is fully dug, awaiting pipes - Urmila

PWX converts the SMS into a project report and attaches it to a project. If the Project ID is included in the SMS the report gets easily attached, otherwise the PWX team will have to figure out the project and associated organization and then attach it. The sender or the sender's organization should, when they get a chance, verify the correct assignment.

SMS reports are highlighted to show the source being different from regular project reports. SMS sent by a registered staff member of the implementing organization will show up as Progress/Status Reports. SMS sent by other registered PWX members will show up as Peer Reports. SMS received from unregistered phones will show up as a Visitor Report.

Once the SMS is converted to a report, it can be edited and expanded and photos and videos can be attached.

Registering your Mobile

To use the SMS feature, PWX users first need to register their mobile number. On the top menu, click on My Profile. Then click on People in the right column. Click on your name as the section opens up (it should say 'Logged in'). On your contact info click on "Register via SMS". You will be asked to SMS a special code to the specified number to complete your registration; please send the exact code. You will receive an immediate notification that your mobile number has been registered.

If you change your mobile number, you will need to "Re-register mobile" on your profile.

Peer Reports

There are two goals of peer visits. The first is to have an experienced eye review the project to verify whether the work and outcomes satisfy the proposed plan (and budget). Peers should be identify deviations from the plan, and seek to understand the reason for the changes. The second goal is to learn and share. Peers can discuss their experiences and both provide suggestions and take away ideas for both parties to improve.

By documenting the project review and the learnings, we add to the layers of verification and collaboration that make PWX the platform that can change the course of the water crisis. And attract and satisfy the funding agencies and the public too.

Before the visit: study the project report, the status reports, the application, and even the background of the implementer.

After the visit: please login and then follow the steps below in the Visitor Reports section to submit a report. In step 3, click on 'Submit Report' under Peer Reports.

We also expect the implementer (the host organization) to submit a Progress/Status Report of their takeaways from the visit.

Visitor Reports

Visitor reports in PWX are of tremendous help to figure out what is actually happening even years after project completion. Your observations, photos, and videos from a visit help us better assess long-term impact and operating status.

After visiting a project, find the project report of the project you have visited by using our:
1A) Map: the map filters can help reduce the points of the map.
1B) Contextual search engine: at the top of all PWX pages.
1C) Project lists: on our home page -> “PWX summary” -> "Total Programs/Projects”.
      Use the “Quick links” on the right to search through an organisation's data.
2) Select the project and you will be directed to the “Project Summary” page.
Then enter details of your visit:
3) Scroll down to Visitor Reports on the right column and click on 'Submit Report'.
4) “New Visitor Report" page will be displayed, enter in as many details as you can. Interviews and quotes make the project alive.
5) You can add video links to youtube on this page. Photos can be upload on the following page.

Feedback and Ideas

We realize that we are a young site offering a completely new process to different parties with different needs. So we are constantly looking for feedback so that we can improve and serve you and the water sector better. Please email help@peerwater.org. You can submit your thoughts on website experience, or process flow, or other ideas where PWX can have better impact. If you prefer to include other members in a discussion of your idea, please use our blog.

We are also constantly expanding the text on this page, so please inform us of missing or incomplete areas.

Need More Help?

Please contact help@peerwater.org providing the information below. This information is needed so that we can help you better.

1) Information about your operating system and browser version. You can find the version of Firefox or Internet Explorer under the Help menu "About". For example: "Windows 7 with IE 8", or "Windows XP with Firefox 4.0".
2) The page link you are having a problem on (e.g. http://www.peerwater.org/projects/74/edit).
3) Describe what you were trying to do and doing (e.g was editing a project and clicked 'Attach').
4) Attach the file or photo that you are trying to upload, if any.
5) Were you on a dialup connection or a higher speed internet connection?
6) Any other relevant information.