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This page covers:
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Overview
In this user guide, Amp Impact users will learn how to do:
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A preliminary Org setup for IATI
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Entering IATI data
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Validate IATI data
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Access the public link to download IATI XML file(s)
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Validate the public link to IATI XML file(s)
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Track IATI Reporting Data with Amp Impact
The International Aid Transparency Initiative (IATI) is an initiative that works towards providing transparency regarding aid, development, and humanitarian resources. Organizations use the IATI Standard to collect and report on data for their internal reporting and for external stakeholders.
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The Organisation XML Standard: The Organisation Standard talks about an Account/Organisation’s basic details and finances. It is also used to report links to relevant public documents. Organisations publish this data in an Organisation XML file. It is expected that every organisation publishing IATI data should include one Organisation file, which is updated at least annually.
The Activity Standard:The Activity Standardis more detailed with information from a Project/Activity, its transactions, indicators, targets and actuals, etc. Organisations publish this data in an Activity XML file. It is expected that every organisation publishing IATI data should include one at least Activity file. An Activity file can detail one or many activities, and an organisation can publish one or many files.
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Amp Impact supports the download of an XML for both Organisations and Activities.
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For more information, reference this IATI page.
IATI Term | Corresponding Amp/Salesforce Term |
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Account | |
Project | |
Geographic Area | |
Financial | |
Objective | |
Result | |
Financial/Allocation/Disbursement | |
Organization Role | |
Organization Role |
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Prior to entering IATI data, the user needs to take certain preliminary steps to set up a Project record and the related Reporting Periods for preparing to create an IATI Organisation XML.
Refer to the steps mentioned in the General User Guide of Amp Impact for setting up the following:
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Create a Project record
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2. Enter IATI Data
In order to set up data for an Organisation XML to be downloaded, Budgets and Financial Line Items must be added.
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5. Click on the Public Link button (see screenshot below).
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6. In the Public Link Sharing popup, click on the Create Link button (see screenshot below)
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a. The Create Unrestricted Public Link popup warns the user that anyone with the link can view and download the document on the internet. Click on Create (see screenshot below).
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b. The Public Link Sharing popup displays again (see screenshot below). It contains the URL to the public link.
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i. If a user wants to copy the link to the clipboard, click on the Copy Link button (see screenshot above).
ii. If a user no longer wants to share this attachment, click on Delete icon (see screenshot above). This will delete the public link permanently. Anyone with this URL will not be able to access the file. A new URL will have to be generated to create a new public link.
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NOTE: Salesforce guidelines on Sharing files as a public link. |
To publish the URL into an IATI Organisation XML, follow the steps below:
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a. This email may contain a summary breakdown of the types of validation errors that the file may face, according to the IATI Public Validator.
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5. Navigate to the Account record page.
6. The IATI Organisation XML Link field will contain the URL of the public link of the XML that is generated.
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7. Click on the URL. This would open a new tab with a preview of the XML.
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Apart from the summary of XML validation in the email, the users can also find the log of validation errors in the Account record in the field “IATI Organisation XML Error Log”. This log stores the validation errors that occur if the XML was passed through the IATI Validator.
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2. The user can download the error log and open it to see the errors in the validation of the XML and the row in which the error occurs. The user can then use the XML to resolve any validation errors before publishing to IATI.
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IATI defines an 'activity' as any piece of work an organisation does. Any humanitarian work undertaken by a development cooperation can count as an activity. An IATI Activity is equivalent to a Project record in Amp Impact.
1. Set Up a Project for IATI Reporting
Prior to setting up IATI data, the user needs to take certain preliminary steps to set up a Project record for preparing to create an IATI Activity XML.
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Create a Project record
Create Reporting Periods (RPs)
Create Geographic Areas (GAs)
Create Project Geographic Areas (PGAs)
Create Project Indicators (PIs) related to RPs and GAs
Add Project Indicators from Indicators Catalog tab
Create custom Project Indicators from Selected Indicators tab
Entering Result Values for a Project Indicator
2. Enter IATI Data
The first step of creating an XML for IATI Activity is to ensure that data is created. In order to set up data for an Activity XML to be downloaded, data in the table below can be entered. For full details of all the IATI data that can be published via Amp Impact, please see the IATI Data Entry Mapping Sheet.
Theme of data to be entered | Point of entry within Amp Impact |
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IATI Activity | Details tab of Project record |
Organisation involved with IATI activity | New record on Organisation Roles object; also displayed on the Setup tab of Project record |
Budget | Budget related list on Project |
Transactions | Allocation, Disbursement and Financials objects added as related list on Organisation Role Object. The users will have to add the parent project to link it to the IATI Activity. The Organisation Role will be pre-populated. |
Targets and Results for Project Indicators | Targets / Results tab(s) on Project |
Framework Items | Framework tab on Project; also displayed on the Setup tab of Project record |
Sector of IATI Activity | New record on Project IATI Sectors object; also displayed on the Setup tab of Project record |
Policy addressed by IATI Activity | New record on Project IATI Policy object; also displayed on the Setup tab of Project record |
Person associated with an IATI Activity | New record on Project Roles object; also displayed on the Setup tab of Project record |
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7. An email notification will be sent to the user when the XML is generated.
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8. Navigate to the Account record page.
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2. The user can download the error log and open it to see the errors in the validation of the XML and the row in which the error occurs. The user can then use the XML to resolve any validation errors before publishing to IATI.
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3. If there are no errors in the XML, the field “IATI Activity XML Error Log” would be empty. The XML can be downloaded and published to the IATI Registry.
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The report has 66 fields (see below) because only these IATI fields are required to consider the Activity Standard XML as complete. However, an organisation may choose to have more required fields to consider the Activity Standard XML as complete. The user can modify the report accordingly. The report will indicate where the information is missing. Reports are filtered to only the current Project.
S. No | Amp/Standard Object | Amp/Standard Field |
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1 | Account | Organization Identifier |
2 | Account | IATI Organization Type Code |
3 | Account | Name |
4 | Contact | Name |
5 | Contact | Mailing Address |
6 | Budget | IATI Vocabulary |
7 | Budget | Start Date |
8 | Budget | End Date |
9 | Budget | Planned Expenditure |
10 | Budget | IATI Value Date |
11 | ContentVersion | Title |
12 | ContentVersion | Description |
13 | ContentVersion | IATI Document Category |
14 | ContentVersion | IATI Publication Date |
15 | Reporting Period | Reporting Period Start Date |
16 | IATI Policy | Policy Marker Code |
17 | Disbursement | IATI Value Date |
18 | Financial | IATI Code |
19 | Financial | Description |
20 | Financial, Disbursement, Allocation | IATI Transaction Date |
21 | Financial, Disbursement, Allocation | Amount Actual |
22 | Financial, Disbursement, Allocation | Amount |
23 | Financial, Disbursement, Allocation | IATI Flow Type |
24 | Financial, Disbursement, Allocation | IATI Finance Type |
25 | Financial, Disbursement, Allocation | IATI Aid Type |
26 | Financial, Disbursement, Allocation | IATI Tied Status |
27 | Objective | IATI Result Type |
28 | Objective | Label |
29 | Objective | Description |
30 | Objective | IATI Code |
31 | Objective | IATI Vocabulary |
32 | Organisation Role | IATI Role Code |
33 | Project | IATI Activity Identifier |
34 | Project | Name |
35 | Project | IATI Project Status |
36 | Project | IATI Project Status Code |
37 | Project | Planned Start Date |
38 | Project | Planned End Date |
39 | Project | Start Date |
40 | Project | End Date |
41 | Project | IATI Activity Scope |
42 | Project | IATI Humanitarian Scope Code |
43 | Project | IATI Humanitarian Scope Vocabulary |
44 | Project | IATI Humanitarian Scope Code2 |
45 | Project | IATI Collaboration Type Code |
46 | Project | IATI Flow Type Code |
47 | Project | IATI Aid Type Code |
48 | Project | IATI Tied Status Code |
49 | Project | IATI Capital Spend |
50 | Project | IATI Condition Attached |
51 | Project | Description or IATI Objectives or IATI Target Groups or Other |
52 | Project IATI Sector | DAC 5 Digit Sector Code or DAC 3 Digit Sector Code |
53 | Project Geographic Area | IATI Country Code |
54 | Project Geographic Area | IATI Region Code |
55 | Project Geographic Area | IATI Location Reach |
56 | Project Geographic Area | IATI Code |
57 | Project Geographic Area | IATI Geographic Vocabulary |
58 | Project Geographic Area | IATI Exactness |
59 | Project Geographic Area | IATI Location Class |
60 | Project Geographic Area | IATI Feature Designation |
61 | Project Indicator | Data Type |
62 | Project Indicator | IATI Description |
63 | Project Indicator | IATI Vocabulary |
64 | Project Indicator | Indicator Code or External Code |
65 | Transaction Project IATI Sector | DAC 3 Digit Sector Code or DAC 5 Digit Sector Code |
66 | Project Indicator Reporting Period | Parent Reporting Period End Date |
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Navigate to Reports object
2. Click on the Report Name record called IATI Activity Required Fields
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NOTE: If a user includes qualitative and milestone indicators in a project, their target and actual values from SetTargets and AddResults pages are not printed in IATI Activity XML. |
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