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NPHCDA PFMO platform
  • Pages
    • userguide
      PFMO Platform User Guide
    • platformstructure
      Platform structure
    • pfmo
      PFMO module
      • collectdata
        To collect data effectively:
      • techdetails
        A few technical details
      • getstarted
        Getting started
        • dashboard
          Dashboard
        • phcoverview
          PHC overview page
        • documentchecklist
          Using the document checklist
      • generalinfo
        General Information
      • budgetstargets
        Budgets and Targets
        • clinicaltargets
          Clinical Targets
        • fintargets
          Financial Targets
        • infratargets
          Infrastructure Targets
        • hrtargets
          Human Resources
      • fiduciarymgt
        Fiduciary Management
        • recordexpenditure
          Record expenditure data
        • cashwithdrawals
          Cash Withdrawals
        • revenuecash
          Revenue and Cash Inflows
        • payrollrecords
          Payroll Records
      • programaticsupport
        Programmatic Support
        • monthlysummaryreport
          Monthly Summary Report
        • programsimplemented
          Programs Implemented
      • operationalmgt
        Operational Management
        • supplychainmanagement
          Supply chain management
        • facilityinfra
          Facility Infrastructure
        • operationalcomp
          Operational Compliance
        • hrdata
          Human Resource data
      • summary
        Summary page
    • pfmo
      PFMO module
      • getstarted
        Getting started
        • documentchecklist
          Using the document checklist

Using the document checklist

Click on Add Data.
Review the checklist page for document types and formats required in each section.
The checklist page allows you to select the sections you want to add data to. For example, to add expenditure data only, you can select the items in Fiduciary Management. You will be directed to the relevant Fiduciary Management page after completing the General data section.
Click on Get Started.
A modal window will prompt you to select the month and year for which you intend to record data.
Note: You are able to enter data for the current month and/or the most recently ended month. If you select a month in the future, you will be restricted to recording data in the Budget and Targets section only.
Click Get started to begin with the General Section.
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