Solivia Monitor

System Documentation

A complete reference for every module, interface element, and workflow within the Solivia Monitor platform. This guide covers all functional areas of the application, providing descriptions of screens, controls, and data fields.

Interactive Tour

Open Platform Flipbook →

Executive Guide (15 Pages)

User Journey & Implementation PDF →

Navigation Dashboard Projects Framework Reporting Results DataHub Integrations Settings

Navigation Sidebar

The sidebar is persistently visible across all application views and provides access to every functional module. The organisation logo and name are displayed at the top. Navigation links are ordered by operational workflow — from portfolio overview through project management, strategic framework modelling, periodic reporting, scorecard analytics, data centralization, and administrative settings.

DashboardPortfolio-level overview displaying programme count, performance statistics, and analytical charts.

ProgramsComplete registry of all programmes with keyword search, multi-criteria filtering, progress tracking, and operational status management.

FrameworkLogical model builder for constructing and maintaining the Theory of Change hierarchy (Goals → Outcomes → Outputs → Activities → Indicators).

ReportingPeriodic data entry interface and progress ledger, alongside segregation-of-duties Indicator Reporting Review for quality assurance.

ResultsAutomated RAG-status performance summaries, Scorecards Grid, and time-series Progress Grid derived from reported results.

DatahubCentralised repository for structured datasets, natural language AI Analytics dashboard generator, and live BI Export feeds (Power BI / Tableau).

SettingsOrganisation profile configuration, global currency and timezone preferences, programmatic API key management, and user administration.

DocumentationQuick link located in the sidebar footer providing instant access to this system reference.

Organisation Dashboard

The Dashboard is the primary landing screen following authentication. It presents an aggregated portfolio view without requiring navigation to individual programme records. The page header displays the authenticated user's name and job title.

Summary Stat Cards

Three headline metric cards are rendered across the top of the dashboard:

Total Programs

The count of all active programmes registered within the organisation.

On Track

The count of programmes whose status is classified as On Track in the current reporting cycle.

Total Indicators

The aggregate count of all active indicators tracked across the full programme portfolio.

Portfolio Charts

Program Status DensityA doughnut chart illustrating the distribution of programmes across operational status categories (On Track, At Risk, On Hold, Completed, etc.).

Lifecycle DistributionA polar area chart presenting the spread of programmes across development lifecycle stages (Design, Implementation, Scale-Up, Closure, etc.).

Recent Programs Table

A tabular list of the five most recently created active programmes. Each row displays the programme name, status badge, and start date. The Manage action navigates directly to the full programme detail page. The View All control at the table header navigates to the Projects Registry.

Projects Registry

The Projects Registry maintains the master list of all programmes within the organisation. Records can be searched by title or code, filtered by operational status or developmental stage, and navigated to for in-depth execution management.

Toolbar Controls

Search BarFilters the programme list in real time to records matching the entered title or project code keyword. Submitting an empty search resets the filter.

+ New ProjectOpens a modal programme creation form. The new record is automatically assigned to the authenticated user's organisation.

Filter Bar

Status FilterNarrows the list to programmes matching a specific status: On Track, At Risk, On Hold, Extended, Completed, or Cancelled.

Stage FilterNarrows the list by programme lifecycle stage (e.g. Planning, Execution, Closing, Closed).

Filter / ResetSubmits the filter criteria or resets all active filters back to the full portfolio view.

Programme Table Columns

AchievementA donut chart representing the ratio of cumulative actual values to cumulative targets across all indicators, expressed as a percentage.

ProgressA donut chart representing the proportion of milestones (output activities) that have reached Completed status.

Title & DatesProgramme title, unique project code, start date, and scheduled end date.

Status BadgeColour-coded pill: Green = On Track; Yellow = At Risk / On Hold; Blue = Extended; Grey = Completed / Cancelled.

ViewNavigates directly to the comprehensive Programme Detail page.

UpdateOpens the Update Program Status modal, enabling rapid changes to Stage and Status without leaving the registry.

Programme Detail Page

The Programme Detail page is accessible from the Projects Registry via the View action, or from the Dashboard via any Manage link. The page is structured around six comprehensive functional modules, each containing specialized sub-tabs covering all operational, financial, and strategic dimensions. Tab state is preserved in the URL query string, enabling direct bookmarked linking to any section. An Export PDF button produces formatted reporting briefs.

Module Tab: Overview

The Overview tab presents the programme summary in a responsive layout combining headline narrative descriptors with executive statistics.

Programme SummaryDisplays the programme title, unique project code, and full duration timeline (start date to end date).

Stage & Status BadgesColour-coded pills showing current lifecycle stage (Planning, Execution, Closing, Closed) and operational status.

Achievement BarHorizontal bar showing aggregate indicator achievement percentage (actual vs. cumulative target across all indicators).

Progress BarA second progress bar reflecting the proportion of programme milestones (output activities) marked Completed.

Budget CardDisplays the total allocated budget in the organisation's default currency.

Target BeneficiariesThe aggregate planned participant reach figure as configured during programme setup.

Coverage AreasPaginated list of geographic sub-national administrative locations linked to this programme (5 items per page).

Programme DescriptionFull narrative text, creation date, last updated date, and the user who created the record.

Module Tab: Implementation

The Implementation module consolidates field execution tracking into three specialized sub-tabs:

Sub-tab: Milestones/Workplan

An interactive Gantt chart tracking all output-level milestones and nested activities:

View Controls: Day, Week, Month (default), and Year zoom buttons (Year is auto-selected for durations exceeding 365 days).

Status Filters: Filter pills for All Tasks, Not Started, Ongoing, Completed, On Hold, Late, and Cancelled with counts.

Interactive Bars: Colour-coded Gantt timeline bars (Green = Completed, Amber = Ongoing, Red = Late, Blue = On Hold, Dark Grey = Cancelled) with detailed tooltips displaying date ranges and status.

Sub-tab: Beneficiaries

Multi-dimensional reach analytics disaggregated by participant category and geography:

Summary Cards: Target Beneficiaries (Planned total by gender), Direct Targets (direct recipients), and Indirect Targets (community spillover).

Location Breakdown Tree: Hierarchical drilldown tree (e.g. County → Sub-County → Ward) with searchable expandable nodes displaying demographic matrices (Male, Female, Total).

Interactive Map: Leaflet.js map with circle markers positioned at programme sites, with radii proportional to participant counts.

Sub-tab: Partners

Comprehensive partner and donor management dashboard:

Summary Cards: Total Donors, Total Contribution Received, Active Partners, and Pending Disbursements.

Visual Analytics: Donor Contribution Progress donut, Partner Type Distribution donut, Top 5 Donors bar chart, and stacked Disbursements Over Time chart.

Master Ledgers: Paginated Partners table (Type, contact, address, downloadable ToR) and Donors table (Funding type, contributed amounts, disbursement schedule, contract document).

Module Tab: Finance

The Finance module provides complete fiscal oversight across six dedicated sub-tabs:

Dashboard

High-level financial KPIs: Disbursed Rate %, Burn Rate (Spent ÷ Disbursed), Available Cash Balance, Cost per Beneficiary, Runway analysis, and Next Quarter deficit risk indicator.

Budget

Granular programme budget line-items, category cost allocations, and multi-year budget revision tracking.

Funding

Committed donor contribution tranches, inflow schedules, and funding gap / deficit analysis.

Committed Spend

Tracks purchase orders, operational commitments, and encumbered funds prior to actual disbursement.

Expenditures

Chronological ledger of actual expenditures (Date, Amount, Purpose, Receipt attachments) with pagination and sum totals.

Financial Register

Master reconciled transaction book comparing Budgeted vs. Committed vs. Disbursed vs. Spent amounts.

Module Tab: Operations

The Operations module governs programme logistics, procurement pipelines, and asset custody across six sub-tabs:

Approvals

Multi-tier requisition, purchase, and payment approval workflows with role-based sign-off stages.

Vendors

Supplier directory with tax registrations, performance ratings, banking info, and active contract files.

Procurements

Purchase requests, RFQs, competitive bid analyses, contract awards, and purchase order tracking.

Assets

Fixed asset registry documenting asset tags, serial numbers, custodians, conditions, and locations.

Accounting

Journal entries, payment vouchers, ledger postings, and financial balance reconciliations.

Registers

Operational custody, vehicle movement logs, compliance registries, and incident journals.

Module Tab: Documentations

The Documentations module serves as the programme's digital archive, structured into five specialized folders:

Documents

General document repository (Project proposals, MoUs, compliance agreements, photos) with download actions.

Reports

Formal programme progress reports (Monthly, Donor, Annual, Final) with executive summaries and attachments.

Evaluations

Baseline assessments, Mid-Term reviews, Endline evaluations, and external consultant reports.

Accountability

Community feedback logs, complaints response mechanisms (CRM), and stakeholder engagement notes.

History

Chronological audit log tracking lifecycle changes, status transitions, and user modifications.

Module Tab: Settings (Program Settings)

Formerly located in Framework Maintenance, Program Settings has been moved to Programme Detail Settings to act as the primary configuration engine. Data entered here populates dropdowns and calculations system-wide across six inner sub-tabs:

Identity

Configure core programme title, total budget capacity, unique project code, start date, and end date.

Sites & Beneficiaries

Define overall planned participant reach benchmark to drive portfolio-wide reach calculations.

Donors

Partners

Onboard external entities and explicitly assign operational roles (Implementing, Technical, Funding, Advocacy).

Risks

Maintain the foundational risk register with descriptions, likelihood ratings, impact ratings, and risk owners.

Theory of Change

Wire the causal logic engine by explicitly linking Outputs to Outcomes using IF WE → THEN WE statements with explanatory rationales.

Strategic Framework

The Strategic Framework module provides the core interface for defining and maintaining the logical hierarchy of a programme — connecting overarching Goals to Outcomes, Outcomes to Outputs, and Outputs to Activities and Indicators. A programme selector dropdown at the top allows switching context seamlessly. The + Add New Program button opens a modal to provision new logframes directly.

Tab: Builder

The Builder tab is an interactive hierarchical canvas for architecting the Theory of Change structure. Users can build, rename, and nest Goals, Outcomes, Outputs, Activities, and Indicators in real time with immediate database persistence. Each node includes inline controls for quick creation, renaming on blur, and node deletion.

Tab: Maintenance

The Maintenance tab provides a dedicated granular editing interface for all logframe entities. With Program Settings moved to Programme Detail, Maintenance focuses strictly on the five logical Theory of Change levels:

GoalAllows editing of the overarching programme Goal title and narrative description.

OutcomeLists all defined strategic Outcomes. Each can be updated with full title and description.

OutputLists all deliverable Outputs. Each can be configured and connected to parent outcomes.

ActivityStreamlined operational activity editor. Fields include: Title, Description, Start Date, and End Date (these dates directly drive the Gantt chart in the Milestones/Workplan view).

Indicator

The most comprehensive configuration sub-tab, governing all indicator measurement parameters:

Core Configuration: Indicator Name, Description, and Logical Level (Goal, Outcome, Output).
Measurement Rules: Indicator Type (Percentage, Rate, Proportion, Average, Boolean, or Number) and reporting Frequency.
Cross-cutting Disaggregations: Multi-select assignment of disaggregation options (e.g. Gender, Age Brackets).
Targets: Base numeric Baseline value, cumulative Target value, and Means of Verification (MoV).
Manual Data Injection: A secondary form to inject historical or ad-hoc actual values outside the main Reporting module, complete with Organisational Unit assignment, calculation components (Numerator/Denominator), disaggregated values, and narrative notes.

Tab: Full View

The Full View tab renders a read-only, top-down visual logframe representation of the complete programme architecture in a single scrollable view. Designed for stakeholder reporting, logical verification, and donor compliance audits.

Program Reporting

The Reporting module serves as the primary operational hub for field data collection and M&E quality control. Accessible via Reporting in the sidebar, it incorporates a split-pane data collection interface alongside an enterprise-grade segregation-of-duties review workflow.

Top Tab: Data Entry & Progress Ledger

Framework MapA sticky hierarchical navigation tree on the left. Groups all indicators by Goal, Outcome, Output, and Activity. Selecting any indicator immediately loads its tracker in the right pane.

Indicator Identity CardDisplays the selected indicator's full description, baseline, cumulative target reach, latest actual value achieved, and a dynamic progress bar.

Data Entry FormThe primary submission interface for recording periodic actuals. Fields include reporting date/period, absolute recorded value, calculation components (Numerator/Denominator) if applicable, disaggregation breakdowns, narrative variance comments, and file upload for Means of Verification (MoV) evidence.

Progress LedgerA chronological table displaying recent submissions for the selected indicator. Shows reporting date, previous vs. current values, submitter, narrative comments, and verification status badges (Submitted / Approved / Rejected).

Reporting – Indicator Performance Progress Ledger

Top Tab: Indicator Reporting Review

A dedicated Quality Control panel implementing strict segregation of duties. M&E managers and administrators review submitted indicator actuals before they are factored into official scorecard calculations:

Summary KPI CountersFour headline metric cards: Total Submissions, Pending Approvals, Approved, and Rejected counts.

Status Filter PillsInstant filter controls to isolate records: All, Pending, Approved, or Rejected.

Review TableDisplays Indicator Name, Parent Program, Reporting Period, Value Reported, Submitter, Submission Date, and attached Evidence Files.

Approval / Rejection ModalAllows authorized reviewers to either approve or reject submissions, complete with compulsory reviewer feedback notes and timestamped audit logs.

Program Results & Scorecards

The Results module (accessible via Results in the sidebar) delivers automated performance intelligence derived directly from verified data entries. It features executive visual KPIs alongside an algorithmic RAG scorecards ledger across two specialized tabs.

Tab: Scorecards Grid

RAG DistributionA Doughnut chart illustrating the portfolio proportion of indicators in Green (≥90%), Amber (50–89%), and Red (<50%) performance bands.

Active Indicators KPICount of active indicators broken down by Goal, Outcome, and Output levels.

Avg Target ReachThe aggregate percentage achievement tracked across all framework indicators for the active programme.

Data Quality IndexCompleteness and timeliness rating derived from scheduled reporting frequencies and submission completeness.

Scorecards LedgerA comprehensive table grouping all indicators hierarchically (Goal → Outcome → Output → Activity) showing Baseline, Cumulative Target, Latest Aggregate Actual, Reach %, and auto-calculated RAG variance badges.

Tab: Progress Grid

The Progress Grid provides a multi-period execution matrix comparing planned milestone targets against cumulative achievements over time:

Time-Series MatrixDisplays milestone performance categorized by reporting cycle across all output activities.

Milestone GaugesHalf-doughnut gauge charts visualizing percentage achievement per output activity.

DataHub — Control Center

The DataHub centralises all external datasets, automated AI analytical capabilities, and business intelligence export feeds. A programme selector dropdown at the top filters content by programme context across three operational tabs.

Tab: Overview (Datasets)

KPI MetricsHeadline cards displaying Total Records Synced, Active Datasets count, and Active Connections count.

Dataset CardsEach uploaded dataset displays its title, record count, and upload date. Actions include Open Data (tabular explorer with column search/filters), View Schema, and Download CSV/Excel.

+ Upload DatasetModal requiring Dataset Name, optional Description, and a file upload (CSV or Excel). Automatically parses columns and indexes tables into SQL for indicator calculations.

Indicator SQL LinkingUploaded datasets can be queried directly to drive framework indicators using the Calculated (Dataset SQL) tracking type.

Tab: AI Analytics

Natural Language AgentInteractive prompt box connecting via Server-Sent Events (SSE) to the streaming AI analytics engine (/framework/api/magic/stream/).

Dynamic Dashboard BlocksAutomatically parses plain-English requests and constructs real-time Theme Header blocks, KPI metric cards, interactive chart blocks, and data tables.

Tab: BI Export

Power BI ConnectorLive REST API JSON feeds accessible via Power BI's "Get Data → Web" interface, complete with one-click URL copy buttons.

Tableau ConnectorDirect Web Data Connector endpoints for feeding Tableau workbooks with live programme analytics.

Core EndpointsPre-built feed URLs for Programs & Budgets (/api/v1/analytics/programs/), Indicator Progress (/api/v1/analytics/indicator_progress/), and custom dataset tables.

API DocumentationDirect link to the Swagger / OpenAPI schema explorer for programmatic developers.

Integrations BridgeDirect tab bar link navigating to the Data Integrations connector hub.

Data Integrations

The Integrations module enables automated synchronization with third-party survey tools, mobile data collection engines, and external SQL database servers. It is organised into two primary operational tabs:

Tab: Services

Available ConnectorsNative connectors for: KoboToolbox, DHIS2, CommCare, SurveyCTO, PostgreSQL, MySQL, SQL Server, and Google Sheets.

Connection ModalForm configuring Connection Name, Base URL, API Token (for Kobo/cloud services), or database credentials (Username/Password/Port).

Connected EcosystemLists all actively linked service instances with health indicators, manual sync triggers, and asset mapping tools (e.g. mapping Kobo form fields or DHIS2 elements into DataHub datasets).

Sync StatisticsLive counters displaying Total Data Points Synced, Active Indicator Maps, and automated CRON synchronization schedules.

Tab: Sync Logs

Transaction AuditAn immutable 30-day historical log detailing every synchronization operation. Each entry records the source service, exact timestamp, status (Success / Failure), and the volume of records retrieved.

Organisation Settings

The Settings page is restricted to users with the Administrator role. It provides governance controls for organisation branding, system-wide defaults, programmatic API security, and platform user administration across four dedicated tabs:

Tab: Profile

Organisation LogoUpload PNG or JPG image. Displayed in the sidebar header and embedded onto generated PDF exports.

Organisation NameThe registered title of the organisation, applied across all interfaces and reports.

WebsiteThe public URL of the organisation, linked on exported reports.

DescriptionA narrative description of the organisation's mandate or mission.

Tab: Global Settings

Default CurrencySets the currency symbol and code applied to all financial budgets and calculations. Options include USD, EUR, GBP, KES, UGX, TZS, and NGN.

TimezoneControls date/time presentation across all audit timestamps. Options include UTC, Africa/Nairobi, Africa/Lagos, Africa/Johannesburg, and Europe/London.

Fiscal Year StartDefines the financial year commencement date, used as the baseline for fiscal reporting periods.

Tab: API Keys

Generate New KeyCreates a new cryptographic credential with a custom description label. The complete secret is displayed once upon creation.

API Keys TableLists all generated keys with masked previews, creation dates, and Active/Revoked status management.

Tab: Team Management

Accessible directly from the Settings tab bar. Administrators can invite users by email, assign platform roles (Admin, Manager, Viewer), manage permissions, and deactivate accounts. This section governs organization-wide user accounts, distinct from programme-level assignments managed within Programme Detail.

Solivia Monitor · System Documentation · v2.0

For API integration reference, consult the BI Export section within DataHub and API Keys within Settings.

Official Implementation Blueprint

Enterprise User Journey & Lifecycle Guide

Explore the complete end-to-end platform lifecycle: from demo self-registration and multi-tenant workspace provisioning, through role-based delegation, strategic logframe pegging, dual-stream activity budgeting, and multi-track operational execution.

Download Executive PDF (15 Pages) Open Interactive Flipbook

Journey Stages: 00. Blueprint 01. Registration 02. Sandbox Mode 03. Delegation 04. Logframe M&E 05. Activity Budget 06. Multi-Track Exec 07. Governance Matrix

Architectural Paradigm

The Sequential Governance Flow

Solivia Monitor is built on an architectural guarantee: programmatic activities are defined in the M&E framework before finance allocates line-item budgets. This structural discipline eliminates "orphan budget lines" (expenses not tied to approved development objectives) and aligns cross-functional implementing teams under single-source-of-truth governance.

Stage 01

Self-Registration

Global Admin

Stage 02

Sandbox Tour

Hide Demo Data

Stage 03

Team Delegation

Admin → Manager

Stage 04

Logframe M&E

M&E Specialist

Stage 05

Activity Budget

Finance Lead

Stage 06

Multi-Track Exec

Field, Fin, M&E, Ops

Governance Principle By strictly decoupling high-level project settings from financial budget allocations until the Results Chain is constructed, leadership guarantees that every dollar spent directly advances a measured development outcome.

Stage 01 • Entry Point

Tenant Self-Registration & Global Admin Assignment

The onboarding journey starts at the public 14-day free trial portal (/register/). Prospective organisations provide core details: legal organisation name, operational sector, country of headquarters, and administrative contact credentials.

Figure 1.1: Self-Service Registration & Free Trial Activation Interface /register/

Automatic Role Provisioning Upon completing signup and automated verification, the system assigns the registrant as the Global Admin (Organisation Owner) with universal governance privileges across the dedicated tenant workspace.

Stage 02 • Sandbox Exploration

Onboarding Tour & Demo Sandbox Mode

Following authentication, a guided onboarding tour introduces key modules before landing on the Dashboard. The workspace comes pre-seeded with three comprehensive demonstration programmes illustrating distinct development sectors:

Maternal Health Improvement Initiative

Kamuli District, Uganda (2026–2030). Clinical outcomes, DHIS2 linkages, and milestone-based donor tranches.

Climate Resilient Agriculture

Kilifi County, Kenya (2025–2028). Rural livelihood tracking, farmer disaggregation, and geospatial fields.

Youth Digital Skills & Employment

Kigali, Rwanda (2026–2027). Cohort training indicators, quarterly deliverables, and employment ratios.

Executive Dashboard with Seeded Projects

Figure 2.1: Executive Dashboard populated with 3 pre-seeded demonstration programmes /dashboard/

Transitioning to Live Operations: Hide Demo Data

When the organization is ready to start real-world tracking, the Admin navigates to Settings → Global Settings. Under the Demo Sandbox Mode card, toggling "Hide Demo Data" instantly filters out all demo records from every dashboard, scorecard, and export feed.

Figure 2.2: Global Settings Demo Sandbox Mode card with "Hide Demo Data" toggle and one-click demo database purge /settings/

Stage 03 • Governance & Delegation

Programme Initialization & Cross-Functional Team Delegation

Creating an operational programme follows a strict two-step protocol: container creation followed by role delegation.

Step 3.1: Programme Container Creation

On the Programs registry (/projects/), the Admin clicks + New Project. The initial modal captures high-level identity parameters: Title, Sector, Implementation Timeline (Start/End Dates), Country, and Regional Scope.

Figure 3.1: Modal interface for creating a new programme container with title, sector, and lifecycle dates + New Project Modal

Step 3.2: Crucial Governance Step — Team Delegation

In Solivia Monitor, strategic governance mandates that the Global Admin does not manually configure logframes or budgets. Instead, the Admin opens the programme's Team Panel and invites the Programme Manager with managerial authority. Upon accepting, the Programme Manager invites specialized cross-functional staff:

M&E Specialist

Results Architecture & QA

Responsible for Theory of Change, logframe hierarchy, indicator definitions, baselines, and data QA approval.

Implementation Team

Programmatic Field Delivery

Coordinates field implementation sites, community engagements, interactive milestones Gantt schedules, and on-the-ground project deliverables.

Operations Team (Admin Dept)

Institutional Operations & Logistics

Works in the administration department alongside Procurement and Finance to manage institutional operations, facilities, transport logistics, and administrative activities.

Finance Officer (Admin Dept)

Fiscal Accountability & Tranches

Manages activity-pegged budget allocations, custom administrative budget lines, donor grant agreements, and tranche receipts.

Procurement Specialist (Admin Dept)

Supplies & Requisitions

Works in the admin department with Operations and Finance to execute material purchase requests, vendor selection, bidding analysis, and institutional asset registries.

Figure 3.2: Programme Team panel for inviting and delegating role-based authority to project leads Programme Detail → Team

Step 3.3: Programme Settings Initialization (Leaving Budget Blank)

The team navigates to Programme Detail → Settings to populate core operational parameters: Programme Identity (Summary, Objectives), Coverage Sites & Beneficiaries, External Donors, Implementing Partners, Risk Matrix, and Theory of Change narrative.

CRITICAL ARCHITECTURAL RULE: Leave Budget Blank! Do NOT enter budget allocations during this settings step. In Solivia Monitor, budget lines are strictly pegged to Framework Activities. Attempting to allocate lump sums before the logframe is constructed violates sound M&E governance. The budget is left at zero until Stage 05.

Figure 3.3: Programme Settings configuration panel (Identity, Sites, Partners, Risks, and ToC narrative) Programme Detail → Settings

Stage 04 • Strategic Architecture

Logframe Construction & Indicator Maintenance

The M&E Specialist takes center stage. Navigating to the Framework module, the specialist configures the scientific backbone of the intervention across two dedicated tabs:

Part 1: The Framework Builder (Results Chain Tree)

In the Builder Tab, the M&E Specialist constructs the multi-tier Theory of Change hierarchy: Long-Term Goal → Strategic Outcomes → Direct Outputs → Implementation Activities → Verifiable Indicators.

Figure 4.1: Hierarchical Results Architecture Builder showing Goal → Outcomes → Outputs → Activities Framework → Builder Tab

Part 2: Framework Maintenance (Indicator Rules Engine)

In the Maintenance Tab, measurement rules are configured across 5 dedicated sub-panels: Metadata & Codes, Baselines & Targets, Disaggregations (Gender, Age, Location), Means of Verification (KoboToolbox, registers), and Calculation Logic (Sum, Average, Last).

Figure 4.2: Framework Maintenance panel showing indicator metadata, baseline values, disaggregations, and target schedules Framework → Maintenance Tab

Stage 05 • Fiscal Accountability

Activity-Based Budgeting, Custom Lines & Donor Tranches

Now that activities have been established in the Logframe, the Finance Officer executes activity-based budgeting.

Part 1: Dual Budgeting Architecture (Activity Lines + Custom Budget Lines)

The Finance Officer opens Programme Detail → Finance → Budget. Solivia Monitor supports a comprehensive dual-stream model:

1
Main Activity-Pegged Budget Lines: The system automatically extracts every activity created in the Logframe and populates them as budget line rows. Finance allocates line-item costs, notes/justifications, and timeline distribution.
2
Custom Budget Lines (+ ADD CUSTOM BUDGET LINE): For institutional and running expenses outside the direct M&E Theory of Change, Finance can click + Add Custom Budget Line. These cover administrative costs (office lease, utilities, communication), central audit fees, legal compliance, and miscellaneous operational contingencies without cluttering the Results Framework.

Multi-Currency Dynamic Architecture: All budget lines, burn rates, tranches, and ledgers automatically reflect your organisation's Default Currency (e.g. USD, KES, EUR, GBP, UGX, TZS, NGN) configured under Global Settings. The figures shown below reflect the seeded demo initiative.

Activity-Based Budgeting with Custom Lines

Figure 5.1: Activity-Based Budgeting: Main activity lines pegged to framework, plus "+ Add Custom Budget Line" option for admin/miscellaneous costs Programme Detail → Finance → Budget

Part 2: Donor Grants, Pledges & Disbursed Tranches

Under Finance → Funding, Finance manages donor agreements (e.g. Global Fund USD 5M pledge) and clicks + Record Tranche to log incoming wire remittances with bank deposit slips, tracking real-time 50% disbursement progress gauges and implementing partner sub-grants.

Figure 5.2: Programme Funding ledger: Committed donor grants, 50% disbursement progress gauge, recorded tranches, and partner agreements Programme Detail → Finance → Funding

Stage 06 • Live Operations

Multi-Track Parallel Execution & Reporting

With the programme funded and baseline locked, four operational tracks proceed in parallel:

Track 1: Implementation Team & Field Workplan (Interactive Gantt)

On-the-ground programmatic delivery is driven by the Implementation Team, which coordinates field implementation sites, community engagements, and milestone delivery using the interactive Milestones & Workplan Gantt Chart. In parallel, the Operations Team works in the administrative department together with Procurement and Finance to manage administrative activities, institutional facilities, equipment requisitions, and site logistics that support implementation.

Figure 6.1: Interactive Milestones & Workplan Gantt Chart with time-scale zoom and completion tracking Programme Detail → Implementation → Milestones

Track 2 & 3: Periodic Data Collection, M&E QA & Scorecards

Field collectors submit measurements through the Reporting ledger. Solivia Monitor enforces a Four-Eyes Segregation of Duties: field submissions remain "Pending Review" until the M&E Specialist validates proof documentation and approves them. Approved data immediately updates the Results & Scorecards RAG matrix.

Figure 6.2: Reporting Data Entry & Review Ledger

Figure 6.3: Automated RAG Scorecard Grid

Track 4: DataHub AI Analytics, Connectors & Executive Briefs

Centralized dataset repository with a natural language AI Analytics Engine that generates custom analytical charts. Direct connectors support KoboToolbox, CommCare, and DHIS2, alongside live BI export feeds for Power BI and Tableau.

Figure 6.4: DataHub Control Center: Centralized dataset catalogs, AI analytics query engine, and live BI export feeds DataHub → Datasets & Analytics

Stage 07 • Operational Accountability

Enterprise Roles & Governance Reference Matrix

A comprehensive reference mapping personas to modules, actions, and deliverables:

Lifecycle Stage	Persona & Role	Target Module	Key Input / Action	Milestone Delivered
01. Onboarding	Global Admin	/register/ & /settings/	Completes registration, reviews demo data, toggles Hide Demo Data.	Active, isolated enterprise workspace configured.
02. Delegation	Global Admin	Programs & Team	Creates programme container; invites Programme Manager with managerial rights.	Programme ownership transferred to operational management.
03. Team Building	Programme Manager	Programme → Team	Invites M&E Specialist, Implementation Team, and Admin Dept (Operations, Finance, Procurement).	Cross-functional programmatic and administrative teams fully onboarded.
04. Settings (Non-Fin)	Programme Manager	Programme → Settings	Fills Identity, Sites, Donors, Partners, Risks, and ToC narrative. Leaves budget blank!	Baseline project parameters and governance context locked.
05. Logframe Builder	M&E Specialist	Framework → Builder	Constructs Results Chain: Goal → Outcomes → Outputs → Activities.	Theory of Change structure approved and locked.
06. Indicator Rules	M&E Specialist	Framework → Maintenance	Sets indicator metadata, baselines, targets, disaggregations, and calc rules.	Scientific measurement engine configured across 5 sub-tabs.
07. Activity & Custom Budget	Finance Lead	Programme → Finance → Budget	Allocates budget pegged to framework activities; adds Custom Budget Lines for admin & misc costs within budget cap.	Dual-stream programmatic and administrative operational budget finalized.
08. Grant Funding	Finance Lead	Programme → Finance → Funding	Logs donor pledges, records incoming tranches with deposit slips, monitors burn rate.	Donor compliance and liquidity verified.
09. Workplan Exec	Implementation Team	Implementation → Milestones	Coordinates field sites & Gantt milestones, while Operations (Admin Dept) handles logistics & admin support.	Programmatic field deliverables and site milestones achieved on schedule.
10. Data QA & Scorecards	M&E Specialist	Reporting & Results	Reviews field data submissions with 4-eyes approval; monitors RAG scorecards.	Audited indicator data published to executive scorecards.
11. Analytics & BI	Executive / Stakeholders	DataHub & Reports	Runs AI analytics queries, syncs Power BI feeds, generates 1-click PDF briefs.	Evidence-based decisions and donor reports delivered.

Solivia Monitor Enterprise Edition • Designed for Scalable M&E and Adaptive Project Management • https://monitor.soliviadata.cloud