← All module guides
Nexus ERP · User Guide

Monitoring & Evaluation (MnE)

Evidence that delivery happened: scheduled and confirmed site visits on funded projects, monitoring reports with findings, accreditation site visits, external moderation, and the dashboard over it all.

demo.staffdemo.providerdemo.admin

🗺Schedule → visit → report → improve

How the module fits together end to end. Colours mark who acts: navy = staff/admin, cyan = external user, green = organisation, orange = the system.

M&E staff
Schedule site visitagainst a funded project
→
Conduct visit
→
Monitoring reportfindings captured
↓
Provider / SDP
Confirms the visit
→
Responds to findings
↓
Programme
Accreditation visitsSDP site visits
→
External moderationreports filed
→
M&E dashboard

🧭1. Site Visit Process

Schedule it, have it confirmed, conduct it, write it up — and let the findings drive improvement.

1
Schedule the visit. /MnE/DGSiteVisitsSchedule/DGSiteVisitsScheduleOverview — project, site and date; the other side is notified. DG site visit schedule
↓
2
The visited party confirms. Confirmation closes the loop before anyone travels — for QCTO accreditation visits the SDP confirms from its own queue (see the Workflows guide).
↓
3
Conduct and capture the report. /MnE/DGVisitMonitoringReport/DGSIteVisitMonitoringReportOverview — findings, evidence and documents on the record. Visit monitoring report
↓
4
Findings roll up. /Dashboards/MnE/MnEDashboard — visits, outcomes and follow-ups measured across projects and providers.

🔍DG monitoring

Site Visit Schedule /MnE/DGSiteVisitsSchedule/DGSiteVisitsScheduleOverview

Visits planned against approved DG projects (/MnE/ApprovedDG lists them).

  1. Schedule the visit with date and responsible officer.
  2. The provider confirms; the visit proceeds.
Site Visit Schedule

Visit Monitoring Reports /MnE/DGVisitMonitoringReport/DGSIteVisitMonitoringReportOverview

The findings of each visit, captured on a report profile (/DGMonitoringReportProfile): attendance, delivery quality, corrective actions.

Visit Monitoring Reports

🏆Accreditation & moderation

SDP Site Visit Accreditation /MnE/SDPSiteVisitAccreditation/SDPSiteVisitAccreditationOverview

Site visits in the provider accreditation process — the physical-readiness half of what QA's accreditation flow decides.

External Moderation Reports /MnE/ExtModerationReport/ExtModerationReportOverview

External moderators' reports on assessment quality, filed per provider/programme (/ModerationReportProfile).

📈Analytics

M&E Dashboard /Dashboards/MnE/MnEDashboard

Visits done vs planned, findings by severity, programme performance.

❓FAQ & troubleshooting

Who confirms a scheduled visit?

The provider — a confirmation request reaches them and the officer who scheduled is notified on confirmation.

Where do QCTO accreditation visits live?

The QCTO accreditation flow (QA module) drives its own site-visit confirmations; MnE carries the general SDP accreditation and DG monitoring visits.