PNUD SIGOB · Componente 1. Evaluación y rediseño conceptual

Banco de ejemplos por equipo

Pares de registro actual y registro propuesto para el agente de redacción y clasificación de acciones del Dashboard Regional 3.0

Ciento cuatro pares construidos sobre los 1.958 registros del Dashboard 2.0, agrupados en los ocho equipos regionales. Cada par muestra el registro tal como está en la base, el diagnóstico de lo que falla y la ficha completa del registro propuesto con los campos obligatorios del Dashboard 3.0.

Programa Regional para América Latina y el Caribe 2026 a 2029

Contenido

1. Para qué sirve este banco

2. Cómo usar el banco al configurar el agente

3. Catálogo de tipos de servicio

4. Los ocho patrones que cubren los ejemplos

5. La ficha del registro propuesto

6. Banco de ejemplos por equipo

6.1 LAC Environment Team 14 ejemplos

6.2 Governance 13 ejemplos

6.3 Gender 13 ejemplos

6.4 SDG & Policy 13 ejemplos

6.5 Inclusive Growth 13 ejemplos

6.6 Disaster Risk Reduction 12 ejemplos

6.7 HIV and Health 13 ejemplos

6.8 SDG Integration 13 ejemplos

7. Observaciones sobre el formulario

8. Fuentes

1. Para qué sirve este banco

El Dashboard Regional 3.0 adopta una definición operativa de acción. Una acción es un servicio sustantivo prestado por un equipo regional que responde a un solo tipo de servicio del catálogo, se dirige a un destinatario identificable, genera un resultado o entregable verificable y se ejecuta bajo la responsabilidad de un equipo líder dentro de un período acotado del ciclo programático.

Esa definición se aprende con ejemplos y no con reglas abstractas. El agente de copiloto que acompañará a los equipos en la carga necesita ver, para cada equipo, cómo se ve un registro problemático de su propia base y cómo se ve el registro corregido. Ese es el contenido de este documento.

Todos los pares provienen de registros reales del Dashboard 2.0. El registro actual se transcribe tal como está en la base, con sus erratas y sus campos vacíos. El registro propuesto se construye aplicando la definición y las siete reglas de granularidad, y se presenta con los campos obligatorios del Dashboard 3.0 completos. Cada par cierra con la trazabilidad al identificador original, de modo que cualquier persona puede verificarlo en la matriz de reescritura.

Los ejemplos están en inglés porque en inglés está cargada la base y en inglés redactarán los equipos. El texto que los enmarca está en español.

2. Cómo usar el banco al configurar el agente

El banco está pensado para alimentar tres funciones del agente.

• Redacción. Los registros propuestos son el estándar de redacción. El nombre empieza con un sustantivo de acción, contiene el servicio y el objeto, y no incluye el país, el año, el monto ni el nombre del proyecto. La descripción dice qué se hizo y qué quedó instalado, en dos o tres líneas.
• Clasificación. Cada ficha asigna un solo tipo de servicio del catálogo F01 a F13 y explica en el diagnóstico por qué se eligió ese y no el vecino. Los casos de frontera entre F02 y F08, entre F06 y F07, y entre F09 y F11 están cubiertos de manera explícita.
• Detección. Los diagnósticos enseñan al agente a reconocer los ocho patrones de error de la sección 4 antes de proponer una redacción, y a preguntar al usuario cuando falta el destinatario, el resultado o el período.

Una advertencia sobre el uso. El agente propone, el equipo decide. Varios ejemplos incluyen una nota que señala el punto en el que el criterio depende de información que solo el equipo tiene, como saber si un despliegue nacional supuso adaptación diferenciada. En esos casos el agente debe preguntar y no resolver por su cuenta.

3. Catálogo de tipos de servicio

El campo Service type admite un solo valor por acción. Los códigos F01 a F13 se usan en este documento como referencia corta y corresponden uno a uno con los valores del formulario.

Código	Valor del campo Service type	Qué incluye
F01	Strategic thinking and thought leadership	Definición de agenda, narrativas, estrategias regionales, prospectiva y posicionamiento de temas.
F02	Research, data and knowledge products	Estudios, informes, publicaciones, notas de política, encuestas, índices, tableros y sistemas de medición.
F03	Advocacy, communications and visibility	Campañas, comunicación institucional, difusión y lanzamiento de productos, sensibilización.
F04	Policy advice and technical assistance	Asesoría sustantiva y acompañamiento técnico a oficinas de país, gobiernos y socios.
F05	Capacity development and training	Cursos, diplomados, talleres, academias y transferencia metodológica.
F06	Knowledge management, peer exchange and South-South cooperation	Sistematización, comunidades de práctica, redes de conocimiento e intercambios entre pares.
F07	Multi-stakeholder dialogue, convening and partnerships	Foros y diálogos convocados por el PNUD, coordinación interagencial y gestión de alianzas.
F08	Innovation and digital transformation	Pilotos, prototipado, escalamiento de innovaciones y productos digitales.
F09	Programme design, formulation and scale-up	Notas conceptuales, PRODOC, fases preparatorias y expansión programática.
F10	Programme implementation and oversight	Ejecución y supervisión de proyectos regionales y de fondos verticales, incluidas transferencias.
F11	Resource mobilization and development finance	Movilización de recursos e instrumentos de financiamiento del desarrollo.
F12	Monitoring, evaluation and learning	Sistemas de monitoreo, evaluaciones e informes de resultados.
F13	Operational and institutional management	Gestión interna del Hub y de recursos. Categoría residual.

4. Los ocho patrones que cubren los ejemplos

Los ejemplos de cada equipo están seleccionados para cubrir estos patrones con casos propios de ese equipo. La proporción de cada patrón varía según la base de cada uno, porque el equipo de ambiente carga desde PIMS y el de reducción de riesgos no tiene duplicación alguna.

Patrón	Cómo se reconoce	Regla que lo resuelve
Duplicación por país	Una misma acción registrada una vez por cada país destinatario.	Regla 2
Proyecto como unidad	El título de un proyecto o de un fondo cargado como si fuera la acción.	Regla 3
Registro demasiado agregado	Un registro que mezcla dos o más tipos de servicio del catálogo.	Regla 1
Función permanente	Una línea de trabajo que nunca concluye, con fórmulas como effective delivery u ongoing support.	Regla 5
Actividad puntual	Una reunión, un pago, una misión o una participación sin producto propio.	Regla 4
Nombre sin servicio	Un tema, un acrónimo, un título de publicación o el nombre de una herramienta, sin verbo de acción.	Atributo de propósito
Destinatario ausente	Un registro que no permite saber a quién sirve la acción.	Atributo de destinatario
Registro bien formulado	Cumple los cinco atributos y solo requiere completar campos.	Ninguna corrección

5. La ficha del registro propuesto

Cada registro propuesto se presenta con los campos de llenado obligatorio del Dashboard 3.0. La vinculación programática, es decir el outcome, el output y el indicador del Programa Regional 2026 a 2029, no se incluye en los ejemplos porque corresponde a los equipos determinarla en la carga. El campo Result or deliverable no es un campo del formulario, es la parte de la descripción que permite verificar que la acción tiene cierre, y se presenta separado para hacerlo visible.

Campo de la ficha	Qué debe contener
Action	El servicio prestado, iniciando con un sustantivo de acción. Sin país, sin año, sin monto y sin el nombre del proyecto.
Description	Dos o tres líneas sobre qué se hizo y qué quedó instalado, con los hitos relevantes del período.
Service type	Una sola categoría del catálogo F01 a F13.
Country, countries or region	Selección múltiple. Aquí es donde deja de duplicarse el registro por país.
Recipient	La institución, la oficina o el conjunto de actores a los que sirve la acción. No puede ser la región en abstracto.
Result or deliverable	El producto, resultado o cambio verificable que permite decir cuándo la acción concluyó.
Origin	Demand cuando responde a una solicitud de una oficina de país. Supply cuando es oferta programada.
Lead team	Un solo equipo responde por el registro y su actualización.
Focal point	La persona que responde por la acción. Es campo nuevo y no existía en el Dashboard 2.0.
Integrated work	Los demás equipos contribuyentes. Si no hay, se marca Without integrated work.
Parent project	El proyecto o programa en cuyo marco se presta el servicio, cuando corresponde.
Status	Planned, Ongoing, Dropped o Closed. Es el campo que sostiene la continuidad entre períodos.

6. Banco de ejemplos por equipo

Cada capítulo abre con una nota sobre el patrón dominante del equipo en la base 2022 a 2025 y continúa con sus pares de ejemplos. El número entre paréntesis en cada título indica el patrón que ilustra el caso.

6.1 LAC Environment Team

El equipo concentra 700 de los 1.958 registros de la base, el 36 por ciento del total, con 637 nombres distintos. Ese volumen no refleja mayor intensidad de trabajo sino un mecanismo de captura distinto, porque la información se descarga de PIMS con lógica de proyecto. La regla 3 es la que resuelve esta situación. El proyecto deja de ser unidad de registro y se convierte en atributo, y lo que se registra son los servicios prestados en su marco, con una descomposición estándar por etapa del ciclo. Los ejemplos de este equipo son los más importantes del banco porque de ellos depende que la comparabilidad entre equipos sea posible.

14 pares de ejemplo

Ejemplo 1 · A PIMS project loaded as an action

CURRENT RECORD · Dashboard 2.0
Action name	Strengthening Management of the PA System to Better Conserve Endangered Species and their Habitats
Description as recorded	Strengthening Management of the PA System to Better Conserve Endangered Species and their Habitats. The description repeats the project title.
Rows in the base	1 row, PIMS 4956. There are 502 rows of this kind in the base.
DIAGNOSIS
Qué falla	The record is the title of a GEF project, downloaded from PIMS. A project is a container of financing, not a service. Under rule 3 it is decomposed by stage of the cycle, with one action for design and formulation, one for resource mobilization and one for implementation and oversight, all linked to the same project through the parent project field. In this case the period covered corresponds to the implementation stage.
Regla o criterio	Regla 3. El proyecto es contenedor, no unidad
PROPOSED RECORD · Dashboard 3.0
Action	Implementation support and oversight of the protected areas management project
Description	Technical supervision and project assurance of the protected areas management project during the reporting period, with the national implementing partner and the country office. The action leaves the assurance completed for the period, with the corresponding progress reports.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Mexico
Recipient	National implementing partner and country office
Result or deliverable	Project assurance and technical supervision completed for the reporting period
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Strengthening Management of the PA System to Better Conserve Endangered Species and their Habitats
Status	Ongoing
NOTA PARA EL AGENTE
	Cuando en el mismo período el equipo formuló el proyecto, movilizó recursos para él y supervisó su ejecución, corresponden tres acciones vinculadas al mismo proyecto, una por cada etapa. La descomposición estándar es la que hace comparable la información del equipo con la de los demás.
Trazabilidad	Dashboard 2.0 registro PIMS 4956. Dashboard 3.0 acción A-1225.

Ejemplo 2 · The largest country duplication of the team

CURRENT RECORD · Dashboard 2.0
Action name	Oversight of the Climate Promise in Argentina
Description as recorded	Provide technical and strategic support to the Country Office for the implementation of the Climate Promise initiative
Rows in the base	16 rows, one per country (IDs 2160 to 2174, 2893, 2894, 2898)
DIAGNOSIS
Qué falla	The oversight of one corporate initiative was recorded sixteen times, once per country office. The country is inside the name and the initiative is the container. One action for the reporting period, with the sixteen countries in scope and the initiative as the parent project.
Regla o criterio	Regla 2 y regla 3
PROPOSED RECORD · Dashboard 3.0
Action	Oversight of the implementation of the Climate Promise
Description	Technical and strategic support to the country offices and to the national climate authorities for the implementation of the Climate Promise during the reporting period. The action leaves the support delivered and the progress of each country documented.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Argentina, Belize, Bolivia, Chile, Colombia, Costa Rica, Dominica, Ecuador, El Salvador, Haiti, Honduras, Jamaica, Panama, Paraguay, Trinidad and Tobago, Uruguay
Recipient	Country offices and national climate authorities
Result or deliverable	Technical and strategic support delivered for the reporting period
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Climate Promise
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 2160 a 2174, 2893, 2894 y 2898. Dashboard 3.0 acción A-1315.

Ejemplo 3 · One oversight service replicated by project and country

CURRENT RECORD · Dashboard 2.0
Action name	Hydrochlorofluorocarbons (HCFCs) Phase-out Management Plan
Description as recorded	Oversight of implementation
Rows in the base	12 rows across ten countries (IDs 2700 to 2714)
DIAGNOSIS
Qué falla	The name is the title of the plan and the description states the service in three words. Twelve rows correspond to the same oversight service delivered to the ozone authorities of ten countries under the same protocol. One oversight action per period, with the plans as parent project.
Regla o criterio	Regla 3. Descomposición por etapa del ciclo
PROPOSED RECORD · Dashboard 3.0
Action	Oversight of the implementation of the HCFC phase out management plans
Description	Project assurance and technical supervision of the HCFC phase out management plans with the national ozone authorities during the reporting period. The action leaves the assurance completed for the period in each participating country.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Belize, Brazil, Costa Rica, Cuba, Dominican Republic, El Salvador, Guyana, Jamaica, Peru, Uruguay
Recipient	National ozone authorities
Result or deliverable	Project assurance completed for the reporting period
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Montreal Protocol, HCFC Phase-out Management Plan
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 2700 a 2714. Dashboard 3.0 acción A-1314.

Ejemplo 4 · A project phase written as the name of the action

CURRENT RECORD · Dashboard 2.0
Action name	Extension of institutional strengthening project (phase XV: 1/2024-12/2026)
Description as recorded	Oversight of implementation
Rows in the base	7 rows across seven countries (IDs 2674, 2694, 2715 to 2718, 2720)
DIAGNOSIS
Qué falla	The name carries the project phase and its dates. Both are attributes, the phase belongs to the parent project and the dates belong to the period field. An action that extends across periods keeps its identifier and is updated through the status field.
Regla o criterio	Regla 6. Continuidad entre períodos
PROPOSED RECORD · Dashboard 3.0
Action	Oversight of the implementation of the institutional strengthening projects of the national ozone units
Description	Project assurance and technical supervision of the institutional strengthening projects of the national ozone units during the reporting period, within the corresponding phase of the programme. The action leaves the assurance completed for the period.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Argentina, Chile, Costa Rica, Cuba, Haiti, Trinidad and Tobago, Uruguay
Recipient	National ozone units
Result or deliverable	Project assurance completed for the reporting period
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Montreal Protocol, institutional strengthening
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 2674, 2694, 2715, 2716, 2717, 2718 y 2720. Dashboard 3.0 acción A-1312.

Ejemplo 5 · Preparatory phase of vertical fund projects

CURRENT RECORD · Dashboard 2.0
Action name	Preparatory Phase VF Projects
Description as recorded	The objective of the GEF PPG is to develop the project concept into a full project
Rows in the base	9 rows across seven countries (IDs 657, 660 to 667)
DIAGNOSIS
Qué falla	The record was replicated once per project in preparation. Under rule 3 the project is an attribute and the action is the formulation service delivered during the period. The description already states the deliverable, the full project document developed from the approved concept.
Regla o criterio	Regla 3. La etapa de formulación es la acción
PROPOSED RECORD · Dashboard 3.0
Action	Preparation of vertical fund project proposals during the preparatory grant phase
Description	Development of the full project documents from the approved concepts, during the preparatory grant phase of the vertical fund projects of the participating countries. The action leaves the project documents developed and ready for submission.
Service type	Programme design, formulation and scale-up (F09)
Country, countries or region	Brazil, Costa Rica, Ecuador, Honduras, Panama, Peru, Suriname
Recipient	Countries preparing vertical fund projects and the corresponding country offices
Result or deliverable	Full project documents developed from the approved concepts
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	GEF project preparation grant
Status	Closed
NOTA PARA EL AGENTE
	En la base histórica esta acción quedó clasificada en movilización de recursos. Al reescribirla se observa que el servicio prestado es la formulación, de modo que corresponde F09. La movilización sería una acción distinta, la presentación de la propuesta al fondo.
Trazabilidad	Dashboard 2.0 IDs 657 y 660 a 667. Dashboard 3.0 acción A-1342.

Ejemplo 6 · One proposal recorded once per country covered

CURRENT RECORD · Dashboard 2.0
Action name	Strategic Partnerships for Selva Maya: A Localized Framework for Inclusive and Sustainable Biodiversity Management to support the Global Biodiversity Framework
Description as recorded	Project proposal developed and submitted to IKI in partnership with TNC
Rows in the base	5 rows (IDs 2658, 2659, 2660, 2662, 2663)
DIAGNOSIS
Qué falla	One proposal covering several countries was entered once per country. There is a single formulation process, a single document and a single submission, so it is one action. The donor and the partner move to the corresponding fields.
Regla o criterio	Regla 2 aplicada a una propuesta multipaís
PROPOSED RECORD · Dashboard 3.0
Action	Formulation of the Selva Maya biodiversity project proposal submitted to IKI
Description	Preparation of the project proposal on inclusive and sustainable biodiversity management in the Selva Maya, developed with The Nature Conservancy and submitted to the IKI donor. The action leaves the proposal formulated and submitted.
Service type	Programme design, formulation and scale-up (F09)
Country, countries or region	Belize, Ecuador, Guatemala, Mexico, Peru
Recipient	Participating countries and the IKI donor
Result or deliverable	Project proposal formulated and submitted
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Selva Maya, IKI
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2658, 2659, 2660, 2662 y 2663. Dashboard 3.0 acción A-0787.

Ejemplo 7 · Oversight of implementation used as the name

CURRENT RECORD · Dashboard 2.0
Action name	Oversight of implementation
Description as recorded	The project aims to introduce low emission urban mobility concepts and energy efficiency management strategies among the municipalities of the San Salvador Metropolitan Area
Rows in the base	1 row (ID 745). The same name appears in dozens of rows of the base.
DIAGNOSIS
Qué falla	The name states the service and omits the object. Dozens of rows share this identical name and cannot be told apart without opening the description. The name must contain the service and the object, and the description must state what the project is about.
Regla o criterio	Campo de nombre. El servicio y el objeto
PROPOSED RECORD · Dashboard 3.0
Action	Oversight of the implementation of the low emission urban mobility project in the San Salvador Metropolitan Area
Description	Project assurance and technical supervision during the reporting period of the project that introduces low emission urban mobility concepts and energy efficiency management strategies in the municipalities of the metropolitan area. The action leaves the assurance completed for the period.
Service type	Programme implementation and oversight (F10)
Country, countries or region	El Salvador
Recipient	Municipalities of the San Salvador Metropolitan Area
Result or deliverable	Project assurance completed for the reporting period
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Low emission urban mobility, San Salvador Metropolitan Area
Status	Ongoing
Trazabilidad	Dashboard 2.0 ID 745. Dashboard 3.0 acción A-1323.

Ejemplo 8 · Funding amounts written into the name

CURRENT RECORD · Dashboard 2.0
Action name	Update Paraguay GCF Funding Proposal: Promoting low-emission and climate-resilient practices in the soy and cattle ranching sectors (257 million USD of which 7 million for UNDP Technical Assistance)
Description as recorded	Sin dato
Rows in the base	1 row (ID 645)
DIAGNOSIS
Qué falla	The amounts are inside the name. Financial figures belong to the funding fields, where they can be aggregated, and not to a text field that nobody can add up. The service is the update of a proposal submitted to a fund, which is resource mobilization.
Regla o criterio	Campo de nombre. Las cifras son atributos
PROPOSED RECORD · Dashboard 3.0
Action	Update of the GCF funding proposal for low emission practices in the soy and cattle sectors of Paraguay
Description	Revision and update of the funding proposal submitted to the Green Climate Fund for the promotion of low emission and climate resilient practices in the soy and cattle ranching sectors, prepared with the government. The action leaves the updated proposal submitted to the fund.
Service type	Resource mobilization and development finance (F11)
Country, countries or region	Paraguay
Recipient	Government and the Green Climate Fund
Result or deliverable	Updated funding proposal submitted to the GCF
Origin	Demand
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	GCF Paraguay soy and cattle proposal
Status	Closed
Trazabilidad	Dashboard 2.0 ID 645. Dashboard 3.0 acción A-1348.

Ejemplo 9 · Logistical support recorded as an action

CURRENT RECORD · Dashboard 2.0
Action name	Support to Gender focal points to attend south south dialogue in Costa Rica August 2023
Description as recorded	Payment and support to attend the dialogue
Rows in the base	4 rows, one per country (IDs 2723 to 2726)
DIAGNOSIS
Qué falla	Paying for the travel of participants is a means of execution and not a substantive service. It does not meet the materiality threshold. It is recorded as a milestone inside the action that corresponds to the South South dialogue itself, which is the one that produces the exchange.
Regla o criterio	Regla 4. Umbral mínimo de materialidad
PROPOSED RECORD · Dashboard 3.0
Action	Not recorded as an action. Registered as a milestone of the South South dialogue on gender and environment
Description	The logistical support that enabled the participation of the gender focal points is documented inside the description of the exchange action, stating the number of participating offices and the contribution made.
Service type	Not applicable
Country, countries or region	Brazil, Costa Rica, Ecuador, Mexico
Recipient	Gender focal points of participating country offices
Result or deliverable	No deliverable of its own. It contributes to the deliverable of the South South exchange action
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Gender
Parent project	No aplica
Status	Not applicable
Trazabilidad	Dashboard 2.0 IDs 2723, 2724, 2725 y 2726. Dashboard 3.0 acción A-0776, marcada como medio de ejecución.

Ejemplo 10 · Knowledge product with a clear deliverable

CURRENT RECORD · Dashboard 2.0
Action name	Develop a guide to identify appropriate Nature Based Solutions in Coastal Areas in the Caribbean to manage climate impact from coastal erosion and storm surge
Description as recorded	Sin dato
Rows in the base	1 row (ID 648)
DIAGNOSIS
Qué falla	The record identifies one service type, one product and one audience. It only needs an action noun at the beginning and a description that states who receives the guide and what it leaves installed.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Development of the guide on nature based solutions for coastal areas in the Caribbean
Description	Preparation and publication of the guide to identify appropriate nature based solutions for the management of coastal erosion and storm surge in the Caribbean, addressed to coastal authorities and to tourism livelihood actors. The action leaves the guide published.
Service type	Research, data and knowledge products (F02)
Country, countries or region	The Caribbean
Recipient	Caribbean coastal authorities and tourism livelihood actors
Result or deliverable	Guide published
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Disaster Risk Reduction
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 648. Dashboard 3.0 acción A-0733.

Ejemplo 11 · A generic training record

CURRENT RECORD · Dashboard 2.0
Action name	Workshops and capacity building in different thematic areas in coordination with other institutions
Description as recorded	Identify recognized institutions to partnership and implement a capacity building programme to support the implementation of NDCs
Rows in the base	1 row (ID 2198)
DIAGNOSIS
Qué falla	Different thematic areas and other institutions are formulas that describe nothing. The description does state the actual purpose, a capacity building programme on NDC implementation delivered with partner institutions. The name must state that programme and the partners move to the partner fields.
Regla o criterio	Unidad de propósito y unidad de destinatario
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of the capacity building programme on NDC implementation with partner institutions
Description	Design and delivery of the capacity building programme on the implementation of Nationally Determined Contributions, developed with the partner institutions identified for that purpose and addressed to the climate authorities of the region. The action leaves the programme delivered with the partnerships established.
Service type	Capacity development and training (F05)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Climate authorities of LAC countries
Result or deliverable	Capacity building programme delivered with partner institutions
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Climate Promise
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2198. Dashboard 3.0 acción A-0764.

Ejemplo 12 · A peer exchange forum, not a convening

CURRENT RECORD · Dashboard 2.0
Action name	Forum in the Caribbean sub-region focused on lessons learned during the revision and development of the NDCs
Description as recorded	Develop and convene a forum in the Caribbean sub-region focused on lessons learned during the revision and development of the NDCs, as well as sharing experiences on priorities
Rows in the base	1 row (ID 2187)
DIAGNOSIS
Qué falla	The forum brings together peers of the same nature, the climate authorities of the subregion, to exchange lessons among themselves. That makes it knowledge exchange, F06, and not multi stakeholder convening, F07. The latter applies when different types of actors are brought together to reach an agreement.
Regla o criterio	Unidad de servicio. Elección entre F06 y F07
PROPOSED RECORD · Dashboard 3.0
Action	Convening of the Caribbean forum on lessons learned in the revision and development of NDCs
Description	Organization and delivery of the subregional forum where the climate authorities of the Caribbean exchanged lessons learned in the revision and development of their Nationally Determined Contributions and identified shared priorities. The action leaves the forum held with documented lessons and priorities.
Service type	Knowledge management, peer exchange and South-South cooperation (F06)
Country, countries or region	The Caribbean
Recipient	Climate authorities of Caribbean countries
Result or deliverable	Forum held with documented lessons and priorities
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Climate Promise
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2187. Dashboard 3.0 acción A-0770.

Ejemplo 13 · A digital tool updated for the region

CURRENT RECORD · Dashboard 2.0
Action name	Update of the NDCLAC web-based tool, including indicators from 27 countries in the region
Description as recorded	Collaboration with GIZ, IDB, ECLAC and EUROCLIMA under the framework of the LEDSLAC platform to develop a web based tool for NDC tracking
Rows in the base	1 row (ID 2178)
DIAGNOSIS
Qué falla	The record sits between knowledge production and digital transformation. It is classified as a knowledge product because what is delivered is a tracking instrument with data, and not the development of a digital platform as such. When the effort is the construction of the platform, the service type is F08.
Regla o criterio	Unidad de servicio. Elección entre F02 y F08
PROPOSED RECORD · Dashboard 3.0
Action	Update of the NDCLAC web tool with indicators from twenty seven countries
Description	Update of the web based tool for tracking Nationally Determined Contributions, incorporating the indicators of twenty seven countries of the region, developed within the LEDSLAC platform with the partner institutions. The action leaves the updated tool in operation.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Climate authorities of the twenty seven countries covered
Result or deliverable	Updated NDC tracking tool in operation
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	LEDSLAC platform
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2178. Dashboard 3.0 acción A-0757.

Ejemplo 14 · One inventory service across five countries

CURRENT RECORD · Dashboard 2.0
Action name	Preparation of national inventory of banks of waste-controlled substances and development of a national plan for management of these substances
Description as recorded	Oversight of implementation
Rows in the base	5 rows across five countries (IDs 2675, 2682, 2687, 2690, 2693)
DIAGNOSIS
Qué falla	The name describes a formulation service and the description says oversight of implementation, which contradicts it. The agent must resolve the contradiction by asking what was actually delivered in the period. Here the deliverable is the inventory and the management plan, so the service is formulation.
Regla o criterio	Regla 2 y regla 3
PROPOSED RECORD · Dashboard 3.0
Action	Formulation of the national inventories of waste controlled substance banks and of the corresponding management plans
Description	Preparation of the national inventory of banks of waste controlled substances and of the national management plan for those substances, with the ozone authorities of each participating country. The action leaves the inventory and the plan formulated.
Service type	Programme design, formulation and scale-up (F09)
Country, countries or region	Cuba, Jamaica, Peru, Trinidad and Tobago, Uruguay
Recipient	National ozone authorities
Result or deliverable	Inventory and national management plan formulated
Origin	Supply
Lead team	LAC Environment Team
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Montreal Protocol
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2675, 2682, 2687, 2690 y 2693. Dashboard 3.0 acción A-0793.

6.2 Governance

El equipo aportó 361 registros con 346 nombres distintos, 1,04 filas por acción, la base con menor duplicación después de reducción de riesgos. Su desafío no es el conteo sino la redacción. Aparecen tres patrones. El primero es el registro que mezcla asesoría de política con apoyo para acceder a financiamiento, que es el ejemplo canónico del documento de definición. El segundo es la función permanente redactada como acción, con fórmulas como effective delivery u ongoing assistance. El tercero es el nombre que contiene la descripción completa de una alianza o de un proyecto.

13 pares de ejemplo

Ejemplo 1 · Policy advice and resource mobilization in one record

CURRENT RECORD · Dashboard 2.0
Action name	Provide Policy advice to COs and support them to access Rule of Law Global Programme funding to support rule of law, access to justice, citizen security
Description as recorded	Sin dato
Rows in the base	2 rows (IDs 1658 and 2834)
DIAGNOSIS
Qué falla	The record mixes two service types, policy advice and resource mobilization. It names no recipient beyond the country offices in the abstract and it states no result, so it has no possible closing point. It is split into two linked actions, each with its own deliverable.
Regla o criterio	Regla 1. Un tipo de servicio por acción
PROPOSED RECORD A · Dashboard 3.0
Action	Policy advisory to country offices on rule of law, access to justice and citizen security
Description	Substantive advice to the country offices working on rule of law, access to justice and citizen security, on the design and adjustment of their interventions. The action leaves country level recommendations agreed with each office.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	LAC country offices working on rule of law
Result or deliverable	Policy advice delivered with agreed country level recommendations
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Support to country offices for accessing funding from the Rule of Law Global Programme
Description	Accompaniment to the country offices in the preparation and submission of their applications to the funding window of the Rule of Law Global Programme in the corresponding call. The action leaves the applications submitted and the outcome recorded in the status field.
Service type	Resource mobilization and development finance (F11)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	LAC country offices applying for funding
Result or deliverable	Applications submitted to the Global Programme funding window
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Rule of Law Global Programme
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 1658 y 2834. Dashboard 3.0 acción A-0369, que en el nuevo ciclo se carga como dos acciones.

Ejemplo 2 · A permanent function written as an action

CURRENT RECORD · Dashboard 2.0
Action name	Effective delivery of policy advice and programme support on elections
Description as recorded	Provide comprehensive support on electoral assistance and its linkage with broader democratic governance strengthening to at least 50 per cent of the countries holding elections
Rows in the base	1 row (ID 1660)
DIAGNOSIS
Qué falla	The name describes what the team does permanently and never concludes. It fails the test of unity of purpose and the test of unity of time. The description does contain a measurable commitment, and that commitment is what makes the reformulation possible.
Regla o criterio	Regla 5. Techo de agregación
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of electoral assistance and policy advice to country offices in countries holding elections
Description	Electoral assistance and policy advice delivered during the reporting period to the country offices of the countries holding elections, linked to the broader strengthening of democratic governance. The action leaves the assistance delivered to at least half of those countries.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Country offices in countries holding elections in the period
Result or deliverable	Electoral assistance delivered to at least half of the countries holding elections
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
NOTA PARA EL AGENTE
	Cuando la asesoría a un organismo electoral concreto supone trabajo sustantivo diferenciado, se registra como acción propia con su institución destinataria, y no dentro de esta acción agregada.
Trazabilidad	Dashboard 2.0 ID 1660. Dashboard 3.0 acción A-0363.

Ejemplo 3 · Permanent availability recorded as a service

CURRENT RECORD · Dashboard 2.0
Action name	Ongoing on-demand assistance in the areas of meaningful citizen participation and integrity of information ecosystems
Description as recorded	Provide technical assistance in regards to the global and regional information integrity offers, with a focus on swift identification and transfer of good practices
Rows in the base	1 row (ID 1671)
DIAGNOSIS
Qué falla	Ongoing on demand assistance describes a state of availability, not a delivered service. What is recorded is the assistance actually provided in each reporting period, with the offices that requested it and the practices that were transferred.
Regla o criterio	Unidad de tiempo
PROPOSED RECORD · Dashboard 3.0
Action	On demand technical assistance to country offices on citizen participation and information integrity
Description	Technical assistance provided during the reporting period to the country offices that requested support on citizen participation and information integrity, including the transfer of good practices identified in the region. The action leaves the assistance delivered with the practices transferred.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Country offices requesting support on information integrity
Result or deliverable	Technical assistance delivered with good practices transferred
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Ongoing
Trazabilidad	Dashboard 2.0 ID 1671. Dashboard 3.0 acción A-0366.

Ejemplo 4 · The description of a partnership used as the name

CURRENT RECORD · Dashboard 2.0
Action name	Conflict transformation and human rights. To comprehensively support NHRIs, UNDP, OHCHR and GANHRI formed the TriPartite Partnership to Support National Human Rights Institutions in 2011. The TPP increases efficiency and effectiveness of international support for NHRIs and leverages complementary mandates
Description as recorded	The central purpose of this proposal is to strengthen the capabilities of the Ombudsperson Office to monitor trends in conflict and resulting human rights violations
Rows in the base	4 rows across four countries (IDs 2581, 2872, 2873, 2874)
DIAGNOSIS
Qué falla	The name contains the full institutional description of the partnership. Nobody can read a dashboard built on names like this one. The description does state the actual service, the strengthening of an ombudsperson office. The partnership moves to the partner fields and to the parent project.
Regla o criterio	Campo de nombre. Formulación como servicio prestado
PROPOSED RECORD · Dashboard 3.0
Action	Strengthening of the Ombudsperson Offices for conflict and human rights monitoring
Description	Technical accompaniment to the ombudsperson offices of the participating countries to strengthen their capacity to monitor conflict trends and the human rights violations that derive from them, within the Tripartite Partnership. The action leaves the monitoring capacities strengthened.
Service type	Multi-stakeholder dialogue, convening and partnerships (F07)
Country, countries or region	Bolivia, Costa Rica, Ecuador, Peru
Recipient	National ombudsperson offices
Result or deliverable	Monitoring capacities on conflict trends and human rights violations strengthened
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Tripartite Partnership to Support National Human Rights Institutions
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 2581, 2872, 2873 y 2874. Dashboard 3.0 acción A-0450.

Ejemplo 5 · A digital system deployed in seven countries

CURRENT RECORD · Dashboard 2.0
Action name	Implementation of eMonitor+ (Bolivia)
Description as recorded	Implementation of the eMonitor+ system, a digital media analysis tool based on artificial intelligence, to expand access to data on the dynamics of toxic communication
Rows in the base	7 rows across seven countries (IDs 2549, 2550, 2551, 2554, 2986, 2987, 2988)
DIAGNOSIS
Qué falla	Seven national deployments of the same system. This is the case where the team must decide. If each deployment required differentiated adaptation and accompaniment, each one is an action. If they followed the same protocol, rule 2 applies and there is one action. The recipients differ across countries, which suggests keeping the deployments that involved distinct institutional processes as separate actions.
Regla o criterio	Caso límite. Despliegue con adaptación diferenciada
PROPOSED RECORD · Dashboard 3.0
Action	Implementation of the eMonitor+ media analysis system
Description	Deployment of the eMonitor+ system with the electoral and information integrity institutions of the participating countries, including the configuration of the analysis models. The action leaves the system in operation producing data on toxic communication and disinformation.
Service type	Innovation and digital transformation (F08)
Country, countries or region	Bolivia, Chile, Costa Rica, Ecuador, Guyana, Paraguay, Peru
Recipient	Electoral and information integrity institutions
Result or deliverable	System in operation producing data on toxic communication and disinformation
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	eMonitor+
Status	Ongoing
NOTA PARA EL AGENTE
	Si en la carga del nuevo ciclo un despliegue nacional supone un proceso institucional propio, con su propio destinatario y su propio cierre, se registra como acción independiente y no dentro de esta.
Trazabilidad	Dashboard 2.0 IDs 2549, 2550, 2551, 2554, 2986, 2987 y 2988. Dashboard 3.0 acción A-0573.

Ejemplo 6 · Same service to different institutions stays separate

CURRENT RECORD · Dashboard 2.0
Action name	Results-based management system for institutional priorities at Gobernación del Chaco (Argentina), and Results-based management for institutional priorities at the Fiscalía General de la Nación (Colombia)
Description as recorded	METAS, in both records
Rows in the base	2 rows (IDs 1675 and 1676)
DIAGNOSIS
Qué falla	These two records are the same product deployed in two institutions. They are not merged, because the recipient and the result are different in each case. The rule that removes the country from the identity of the action does not apply when the institutional process is specific to each recipient.
Regla o criterio	Criterio de no unificación dentro de un mismo país
PROPOSED RECORD A · Dashboard 3.0
Action	Deployment of the results based management system for institutional priorities at the Gobernación del Chaco
Description	Installation and start up of the METAS results based management system for the institutional priorities of the provincial government, including the training of the management team. The action leaves the system in operation.
Service type	Innovation and digital transformation (F08)
Country, countries or region	Argentina
Recipient	Gobernación del Chaco
Result or deliverable	METAS system in operation with institutional priorities under management
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	PNUD SIGOB, product METAS
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Deployment of the results based management system for institutional priorities at the Fiscalía General de la Nación
Description	Installation and start up of the METAS results based management system for the institutional priorities of the prosecution service, including the training of the management team. The action leaves the system in operation.
Service type	Innovation and digital transformation (F08)
Country, countries or region	Colombia
Recipient	Fiscalía General de la Nación
Result or deliverable	METAS system in operation with institutional priorities under management
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	PNUD SIGOB, product METAS
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 1675 y 1676. Dashboard 3.0 acciones A-0516 y A-0515.

Ejemplo 7 · Municipal support recorded once per municipality

CURRENT RECORD · Dashboard 2.0
Action name	Strengthening of management capacities at the Municipalidad de Ahuachapán (El Salvador)
Description as recorded	SIGOBito ongoing support
Rows in the base	4 rows across three countries (IDs 1710, 1711, 1712, 2222)
DIAGNOSIS
Qué falla	Four municipal deployments of the same product were grouped as one action because the service and the result are equivalent. The description ongoing support is the problem, since it announces no closing point. Each deployment concludes when the municipal team is trained and using the system.
Regla o criterio	Regla 2 aplicada con cautela
PROPOSED RECORD · Dashboard 3.0
Action	Strengthening of municipal management capacities through the SIGOBito system
Description	Installation of the SIGOBito management system in the participating municipalities and training of their management teams in its use. The action leaves each municipal team trained and using the system.
Service type	Capacity development and training (F05)
Country, countries or region	Argentina, Dominican Republic, El Salvador
Recipient	Participating municipal governments
Result or deliverable	Municipal teams trained and using the management system
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	PNUD SIGOB, product SIGOBito
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 1710, 1711, 1712 y 2222. Dashboard 3.0 acción A-0424.

Ejemplo 8 · Evidence production recorded once per country

CURRENT RECORD · Dashboard 2.0
Action name	Information on violence against the LGBTQ+ population (Belize)
Description as recorded	Sin dato
Rows in the base	6 rows across four countries (IDs 1776 to 1781)
DIAGNOSIS
Qué falla	The name is a noun phrase with the country appended and no verb. The four national measurements replicate one action. The record must state that what was produced is evidence, and for whom.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Production of evidence on violence against LGBTQ people
Description	Collection and analysis of data on violence against LGBTQ people in the participating countries, delivered to the institutions and civil society organizations that work on the issue. The action leaves the data and the analysis delivered.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Belize, Guatemala, Honduras, Panama
Recipient	National institutions and civil society organizations
Result or deliverable	Data and analysis on violence against LGBTQ people delivered
Origin	Supply
Lead team	Governance
Focal point	[Team focal point]
Integrated work	HIV and Health
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 1776 a 1781. Dashboard 3.0 acción A-0312.

Ejemplo 9 · Technical assistance under a regional programme

CURRENT RECORD · Dashboard 2.0
Action name	Technical Assistance for the production of systematic analyses of citizen security and violence against women and girls (INFOSEGURA)
Description as recorded	Sin dato
Rows in the base	4 rows, one per country (IDs 1927, 1928, 1969, 1970)
DIAGNOSIS
Qué falla	Four records for the same technical assistance service delivered under one regional programme. The programme goes to the parent project field and the countries to the scope attribute.
Regla o criterio	Regla 2 y regla 3
PROPOSED RECORD · Dashboard 3.0
Action	Technical assistance for the production of systematic analyses on citizen security and violence against women and girls
Description	Accompaniment to the national statistical and security institutions in the production of systematic analyses on citizen security and on violence against women and girls, strengthening their analytical capacity. The action leaves the analyses produced with the counterparts.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Belize, Costa Rica, Guatemala, Honduras
Recipient	National statistical and security institutions
Result or deliverable	Analytical capacities strengthened and analyses produced with the counterparts
Origin	Demand
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Gender
Parent project	INFOSEGURA
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 1927, 1928, 1969 y 1970. Dashboard 3.0 acción A-0389.

Ejemplo 10 · Project formulation and launch

CURRENT RECORD · Dashboard 2.0
Action name	Finalize and launch the new Regional Project on Access to Justice and Criminal Justice with EU
Description as recorded	Sin dato
Rows in the base	1 row (ID 1663)
DIAGNOSIS
Qué falla	Formulating and signing a project is programme design, F09. The subsequent implementation of that same project is a different action under F10. Rule 3 asks precisely for this decomposition by stage of the cycle, so that the project never appears as an action.
Regla o criterio	Unidad de servicio. Formulación frente a implementación
PROPOSED RECORD · Dashboard 3.0
Action	Formulation and launch of the regional project on access to justice and criminal justice with the European Union
Description	Preparation of the project document, negotiation with the donor and public launch of the regional project on access to justice and criminal justice. The action leaves the project document signed and the project launched. Its implementation is recorded as a separate action.
Service type	Programme design, formulation and scale-up (F09)
Country, countries or region	The Caribbean
Recipient	Justice institutions of the participating countries
Result or deliverable	Project document signed and project launched
Origin	Supply
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Regional project on access to justice and criminal justice, EU funded
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1663. Dashboard 3.0 acción A-0598.

Ejemplo 11 · A forum convened by UNDP

CURRENT RECORD · Dashboard 2.0
Action name	International Forum on Innovative Solutions to Strengthen Citizen Security and Access to Justice (INFOSEGURA)
Description as recorded	The Forum opened spaces to exchange information and best practices for enhancing citizen security and access to justice in Central America
Rows in the base	1 row (ID 1965)
DIAGNOSIS
Qué falla	A forum convened by UNDP is an action, unlike attendance at a forum convened by a third party. The record only needs an action noun at the beginning and the identification of the audience.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Convening of the International Forum on innovative solutions for citizen security and access to justice
Description	Convening and delivery of the international forum that brought together institutions of Central America and the Dominican Republic to exchange practices on citizen security and access to justice. The action leaves the forum held with a documented exchange of practices.
Service type	Multi-stakeholder dialogue, convening and partnerships (F07)
Country, countries or region	Central America
Recipient	Security and justice institutions of Central America and the Dominican Republic
Result or deliverable	Forum held with documented exchange of practices
Origin	Supply
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	INFOSEGURA
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1965. Dashboard 3.0 acción A-0443.

Ejemplo 12 · A regional narrative and its working procedures

CURRENT RECORD · Dashboard 2.0
Action name	Build an RBLAC narrative on information integrity, including an agenda and working procedures to support COs
Description as recorded	The narrative follows the five pillar information integrity offer developed by the corporate teams
Rows in the base	1 row (ID 1659)
DIAGNOSIS
Qué falla	Defining a regional narrative with its agenda and its working procedures is strategic positioning, F01. The record is well bounded because the narrative is adopted at a given moment. It only needs an action noun at the beginning of the name.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Development of the RBLAC narrative and working procedures on information integrity
Description	Definition of the regional narrative on information integrity, of its agenda and of the working procedures that guide the support to country offices, following the five pillar corporate offer. The action leaves the narrative and the procedures adopted.
Service type	Strategic thinking and thought leadership (F01)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	LAC country offices and RBLAC teams
Result or deliverable	Narrative, agenda and working procedures adopted
Origin	Supply
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1659. Dashboard 3.0 acción A-0293.

Ejemplo 13 · A joint report with an external partner

CURRENT RECORD · Dashboard 2.0
Action name	Research and data collection of socio-economic indicators of migrant integration in host communities and social cohesion
Description as recorded	Joint report with OECD which contains an overview of the integration of migrant and refugee populations in Latin America and the Caribbean
Rows in the base	1 row (ID 1669)
DIAGNOSIS
Qué falla	The name describes the internal process, research and data collection, and not the product. The description reveals that the deliverable is a joint report. The name must state the product and the partner belongs in the partner fields.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Production of the joint report with OECD on the socioeconomic integration of migrants in host communities
Description	Preparation and publication of the joint report with OECD on the integration of migrant and refugee populations in the region, with quantitative and policy analysis. The action leaves the report published.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Migration authorities and regional policy audience
Result or deliverable	Joint report published with quantitative and policy analysis
Origin	Supply
Lead team	Governance
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	UNDP and OECD partnership
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1669. Dashboard 3.0 acción A-0322.

6.3 Gender

El equipo aportó 321 registros con 261 nombres distintos, 1,23 filas por acción. Su duplicación se concentra en los sellos de igualdad de género, tanto el corporativo como los nacionales, donde cada institución certificada o cada oficina de país generó una fila. Aparecen además dos patrones que el agente debe corregir. El primero es el registro de eventos, webinarios y participaciones en conferencias como si fueran acciones. El segundo es la duplicación por diferencias de escritura del mismo nombre, que el agente debe detectar antes de crear un registro nuevo.

13 pares de ejemplo

Ejemplo 1 · A certification programme recorded once per institution

CURRENT RECORD · Dashboard 2.0
Action name	Implementation of the Gender Equality Seal for public institutions in Chile
Description as recorded	Gender Equality Seal for Public Institutions is a global initiative of UNDP to strengthen effective governance with a gender perspective
Rows in the base	15 rows across fourteen countries (IDs 501 to 508, 1985 to 1988, 2611, 2876, 2879)
DIAGNOSIS
Qué falla	The country is inside the name and each national implementation produced its own row. The service, the certification protocol and the team are the same in all of them, so it is one action with the countries in scope. Where a specific institution required a differentiated adaptation, such as the case of public financial institutions in Panama, that adaptation is a separate action.
Regla o criterio	Regla 2 y criterio de destinatario
PROPOSED RECORD · Dashboard 3.0
Action	Implementation of the Gender Equality Seal for public institutions
Description	Accompaniment of the public institutions of the participating countries through the certification cycle of the Gender Equality Seal, from the self assessment to the certification. The action leaves the participating institutions certified.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Argentina, Brazil, Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, Mexico, Panama, Paraguay, Peru
Recipient	Public institutions in the certification cycle
Result or deliverable	Participating institutions certified under the Seal
Origin	Demand
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Governance
Parent project	Gender Equality Seal for Public Institutions
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 501 a 508, 1985 a 1988, 2611, 2876 y 2879. Dashboard 3.0 acción A-0270.

Ejemplo 2 · Corporate certification cycle recorded per country office

CURRENT RECORD · Dashboard 2.0
Action name	Support to COs to implement the UNDP Gender Equality Seal 2021-2023
Description as recorded	Sin dato
Rows in the base	13 rows, one per country office (IDs 599 to 611)
DIAGNOSIS
Qué falla	Thirteen records for the same corporate certification cycle. The period is inside the name, where it does not belong, because the period is an attribute. One action with the twelve offices in scope and the period in its own field.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Support to country offices for the implementation of the UNDP Gender Equality Seal
Description	Accompaniment to the country offices during the corporate certification cycle of the Gender Equality Seal, including the self assessment, the action plan and the preparation of evidence. The action leaves the participating offices certified.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Bolivia, Colombia, Cuba, Dominican Republic, El Salvador, Guatemala, Haiti, Jamaica, Mexico, Paraguay, Peru, Uruguay
Recipient	LAC country offices in the certification cycle
Result or deliverable	Country offices certified in the corporate Seal cycle
Origin	Demand
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	UNDP Gender Equality Seal
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 599 a 611. Dashboard 3.0 acción A-0275.

Ejemplo 3 · Duplication caused by a spelling difference

CURRENT RECORD · Dashboard 2.0
Action name	Measurement of Gender Social Norms
Description as recorded	Sin dato
Rows in the base	11 rows across ten countries (IDs 474 to 483 and 2878)
DIAGNOSIS
Qué falla	Beyond the duplication by country, two of these rows are the same measurement entered twice with a small difference in the wording of the name. The agent must search for an equivalent action before creating a new one, and propose the update of the existing record instead of a new entry.
Regla o criterio	Detección de duplicados antes de crear el registro
PROPOSED RECORD · Dashboard 3.0
Action	Measurement of gender social norms in the participating countries
Description	Application of the gender social norms measurement in the countries of the sample, with the processing of the data and the publication of the results. The action leaves the measurement produced and the results published.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Argentina, Brazil, Chile, Colombia, Ecuador, Haiti, Mexico, Peru, Trinidad and Tobago, Uruguay
Recipient	National institutions of the countries covered and regional policy audience
Result or deliverable	Gender social norms measurement produced and results published
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 474 a 483 y 2878. Dashboard 3.0 acción A-0083.

Ejemplo 4 · Strategic advisory to offices recorded ten times

CURRENT RECORD · Dashboard 2.0
Action name	Strategic advice to develop the Gender Equality Strategy in Country Office
Description as recorded	Sin dato
Rows in the base	10 rows across nine countries (IDs 2035 to 2042, 2518, 2519)
DIAGNOSIS
Qué falla	Continuous advisory to country offices on the same theme is recorded as one action per reporting period and per theme, with the status updated, and not once per exchange or once per office. Two of these rows are also duplicates caused by differences in wording.
Regla o criterio	Regla 2 y caso límite de asesoría continua
PROPOSED RECORD · Dashboard 3.0
Action	Strategic advisory to country offices for the development of their gender equality strategies
Description	Accompaniment to the country offices in the formulation of their gender equality strategy, from the diagnostic to the approval of the document. The action leaves an approved strategy per participating office.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Bolivia, Colombia, Cuba, Guatemala, Guyana, Honduras, Mexico, Peru, Venezuela
Recipient	Country offices developing their gender equality strategies
Result or deliverable	Country office gender equality strategy approved
Origin	Demand
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2035 a 2042, 2518 y 2519. Dashboard 3.0 acción A-0146.

Ejemplo 5 · The number of countries written into the name

CURRENT RECORD · Dashboard 2.0
Action name	Implementation of National Seals / National Gender Programs for the Private Sector in 7 countries
Description as recorded	Sin dato
Rows in the base	7 rows, one per country (IDs 519 to 525)
DIAGNOSIS
Qué falla	The name announces seven countries and the record was still entered seven times. The count of countries does not belong in the name either, because it changes as the programme grows and the dashboard obtains it from the scope attribute.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Implementation of the national gender seals for the private sector
Description	Accompaniment of the national gender seal programmes for private companies in the participating countries, from the design of the national scheme to the certification of the first cohort of companies. The action leaves the national seals operating with certified companies.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Costa Rica, Dominican Republic, El Salvador, Guatemala, Panama, Paraguay, Peru
Recipient	Private companies and national certifying institutions
Result or deliverable	National seals operating with certified companies
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Inclusive Growth
Parent project	Gender Equality Seal for the Private Sector
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 519 a 525. Dashboard 3.0 acción A-0269.

Ejemplo 6 · A digital tool deployed in several countries

CURRENT RECORD · Dashboard 2.0
Action name	Support the implementation of the care services georeferencing tool in Lima Metropolitana
Description as recorded	Sin dato
Rows in the base	6 rows across six countries (IDs 533, 2278, 2279, 2280, 2563, 2564)
DIAGNOSIS
Qué falla	Six national deployments of the same tool were recorded separately. The criterion is that the development of the tool is one action and each deployment is an action only when it requires differentiated adaptation and accompaniment. Since these deployments followed the same protocol, they become one action with the countries in scope.
Regla o criterio	Caso límite. Desarrollo y despliegue de una herramienta
PROPOSED RECORD · Dashboard 3.0
Action	Implementation of the care services georeferencing tool
Description	Deployment of the care services georeferencing tool with the responsible authorities of each participating territory, including the loading of the local care supply. The action leaves the tool in operation with the care services mapped.
Service type	Innovation and digital transformation (F08)
Country, countries or region	Colombia, Guatemala, Honduras, Mexico, Panama, Peru
Recipient	Care system authorities of the participating territories
Result or deliverable	Georeferencing tool in operation with mapped care services
Origin	Demand
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 533, 2278, 2279, 2280, 2563 y 2564. Dashboard 3.0 acción A-0258.

Ejemplo 7 · A training programme with several national cohorts

CURRENT RECORD · Dashboard 2.0
Action name	Training project on care, gender and rights in cooperation with FLACSO-PRIGEPP and the Open Society Foundation
Description as recorded	Sin dato
Rows in the base	5 rows, one per country (IDs 574, 1895 to 1898)
DIAGNOSIS
Qué falla	One training programme with participants from five countries generated five records. The rule for training is one action per programme and period, with the cohorts and the countries as attributes. The partners move to the partner fields.
Regla o criterio	Caso límite. Cohortes en un mismo período
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of the training programme on care, gender and rights
Description	Delivery of the training programme on care, gender and rights for public officials and civil society, developed with FLACSO PRIGEPP and the Open Society Foundation. The action leaves the programme completed with certified participants from the countries covered.
Service type	Capacity development and training (F05)
Country, countries or region	Argentina, Brazil, Chile, Colombia, Mexico
Recipient	Public officials and civil society organizations
Result or deliverable	Training programme completed with certified participants
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 574, 1895, 1896, 1897 y 1898. Dashboard 3.0 acción A-0206.

Ejemplo 8 · Two webinars recorded as two actions

CURRENT RECORD · Dashboard 2.0
Action name	Organization of a webinar in the framework of the Time Week in LAC in collaboration with BTUI, and Webinar to promote inclusion in Central Banks
Description as recorded	Sin dato en ambos registros
Rows in the base	2 rows (IDs 573 and 582)
DIAGNOSIS
Qué falla	A webinar on its own is a means of execution. These two qualify as actions because each disseminated substantive content to an identified audience and left documented conclusions. When several webinars form a single series with one purpose, they are recorded as one action with the sessions as milestones.
Regla o criterio	Regla 4. Umbral mínimo de materialidad
PROPOSED RECORD A · Dashboard 3.0
Action	Delivery of the webinar on time use within Time Week in Latin America and the Caribbean
Description	Organization and delivery of the webinar on time use held within Time Week, in collaboration with BTUI, addressed to statistical offices and care policy institutions. The action leaves the webinar held with documented conclusions.
Service type	Advocacy, communications and visibility (F03)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Statistical offices and care policy institutions
Result or deliverable	Webinar held with documented conclusions
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Delivery of the webinar on gender inclusion in central banks
Description	Organization and delivery of the webinar addressed to central banks of the region on gender inclusion in their institutional practices. The action leaves the webinar held with the participating institutions engaged.
Service type	Advocacy, communications and visibility (F03)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Central banks of the region
Result or deliverable	Webinar held with participating institutions
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Inclusive Growth
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 573 y 582. Dashboard 3.0 acciones A-0124 y A-0123.

Ejemplo 9 · Participation in an intergovernmental process

CURRENT RECORD · Dashboard 2.0
Action name	Support UNDP participation in the CSW 66, this year will focus on climate change. This includes support in the design and implementation of the high-level event and thematic events
Description as recorded	Sin dato
Rows in the base	1 row (ID 489)
DIAGNOSIS
Qué falla	Attending an intergovernmental session is not an action. Designing and delivering the events that UNDP contributed to it is. The record is reformulated around that substantive contribution, which is what has a deliverable and a closing point.
Regla o criterio	Caso límite. Foros de terceros
PROPOSED RECORD · Dashboard 3.0
Action	Substantive contribution of UNDP to the high level and thematic events of CSW 66 on climate change
Description	Design and delivery of the high level event and of the thematic events contributed by UNDP to the sixty sixth session of the Commission on the Status of Women, devoted to climate change. The action leaves the events delivered with UNDP substantive inputs.
Service type	Multi-stakeholder dialogue, convening and partnerships (F07)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Member States and partners participating in CSW 66
Result or deliverable	High level and thematic events designed and delivered with UNDP inputs
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Environment Team
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 489. Dashboard 3.0 acción A-0249.

Ejemplo 10 · Validation of studies and their regional dissemination

CURRENT RECORD · Dashboard 2.0
Action name	Validation and final approval of the 8 multidimensional studies on femicide and socialization of results, findings and recommendations in at least 3 regional spaces
Description as recorded	Sin dato
Rows in the base	1 row (ID 470)
DIAGNOSIS
Qué falla	The record joins the production and validation of eight studies, which is knowledge production, with their dissemination in regional spaces, which is advocacy and visibility. They are two service types and therefore two linked actions.
Regla o criterio	Regla 1. Un tipo de servicio por acción
PROPOSED RECORD A · Dashboard 3.0
Action	Validation and publication of the eight multidimensional studies on femicide
Description	Technical validation with the justice sector institutions and publication of the eight multidimensional studies on femicide. The action leaves the eight studies validated and published.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Justice sector institutions in Latin America
Result or deliverable	Eight studies validated and published
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Governance
Parent project	Spotlight Initiative Latin America Regional Programme
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Dissemination of the findings of the studies on femicide in regional spaces
Description	Presentation of the results, findings and recommendations of the eight studies in at least three regional spaces, with the corresponding dissemination materials. The action leaves the findings socialized with the target audiences.
Service type	Advocacy, communications and visibility (F03)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Justice sector institutions and regional audience
Result or deliverable	Findings presented in at least three regional spaces
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Governance
Parent project	Spotlight Initiative Latin America Regional Programme
Status	Closed
Trazabilidad	Dashboard 2.0 ID 470. Dashboard 3.0 acción A-0115, que en el nuevo ciclo se carga como dos acciones.

Ejemplo 11 · A course cohort well formulated

CURRENT RECORD · Dashboard 2.0
Action name	Implementation of the 4rd cohort of the virtual course Keys to gender equality
Description as recorded	This online course for civil servants aims to contribute to the reflection on what it means to integrate the gender perspective
Rows in the base	1 row (ID 500)
DIAGNOSIS
Qué falla	The record identifies one service type, one audience, one cohort and one closing point. The only correction needed is the typing error in the cohort number and the addition of the deliverable in the description. Each cohort is a distinct action because each has its own period and its own participants.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of the fourth cohort of the virtual course Keys to gender equality for public servants
Description	Delivery of the fourth cohort of the virtual course addressed to public servants on the integration of the gender perspective into institutional practice. The action leaves the cohort completed with certified participants.
Service type	Capacity development and training (F05)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Public servants
Result or deliverable	Fourth cohort completed with certified participants
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 500. Dashboard 3.0 acción A-0197.

Ejemplo 12 · A community of practice, not a meeting

CURRENT RECORD · Dashboard 2.0
Action name	Community of practice of public institutions implementing Gender Seal
Description as recorded	Meeting place for public institutions to exchange learning and experiences on gender equality policies
Rows in the base	1 row (ID 513)
DIAGNOSIS
Qué falla	A community of practice is knowledge management and peer exchange, F06, and not multi stakeholder convening, F07. The distinction is that its participants are peers who exchange learning on a sustained basis, and not actors convened for a dialogue with a defined outcome.
Regla o criterio	Unidad de servicio. Elección entre F06 y F07
PROPOSED RECORD · Dashboard 3.0
Action	Coordination of the community of practice of public institutions implementing the Gender Equality Seal
Description	Coordination and animation of the community of practice that brings together the certified institutions and those in the certification process, for the exchange of learning on gender equality policies. The action leaves the community in operation with documented exchanges.
Service type	Knowledge management, peer exchange and South-South cooperation (F06)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Public institutions certified or in certification
Result or deliverable	Community of practice in operation with documented exchanges
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Gender Equality Seal for Public Institutions
Status	Ongoing
Trazabilidad	Dashboard 2.0 ID 513. Dashboard 3.0 acción A-0228.

Ejemplo 13 · Communication strategy with its own products

CURRENT RECORD · Dashboard 2.0
Action name	Communication strategy and data visualization to position GES results with LAC institutions
Description as recorded	Sin dato
Rows in the base	1 row (ID 510)
DIAGNOSIS
Qué falla	This is the case in which communication does become an action of its own, because it has its own products, its own audience and its own closing point. It is separate from the implementation of the Seal, which is a different action under F10.
Regla o criterio	Unidad de servicio. Comunicación como acción propia
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of the communication strategy and data visualization to position the results of the Gender Equality Seal
Description	Design and execution of the communication strategy and of the data visualization products that present the results of the Gender Equality Seal to public and private institutions of the region. The action leaves the strategy executed with the visualization products published.
Service type	Advocacy, communications and visibility (F03)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Public and private institutions of the region
Result or deliverable	Communication strategy executed with data visualization products
Origin	Supply
Lead team	Gender
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Gender Equality Seal for Public Institutions
Status	Closed
Trazabilidad	Dashboard 2.0 ID 510. Dashboard 3.0 acción A-0119.

6.4 SDG & Policy

El equipo aportó 200 registros con 138 nombres distintos. Su volumen se concentra en la producción de conocimiento, y en particular en dos series editoriales, Policy Documents y Working Papers, más las encuestas regionales. Su distorsión principal es la encuesta de hogares de alta frecuencia, que aparece 25 veces, la mayor duplicación de toda la base. El segundo patrón es el título de publicación cargado tal cual, sin verbo y sin resultado, y con los países que cubre incrustados en el título.

13 pares de ejemplo

Ejemplo 1 · The most duplicated record in the whole base

CURRENT RECORD · Dashboard 2.0
Action name	High-frequency household surveys
Description as recorded	Sin dato
Rows in the base	25 rows, one per country (IDs 235 and 240 to 263)
DIAGNOSIS
Qué falla	One survey operation with a single methodology and a single team was recorded twenty five times, once per country covered. This is the single most severe distortion in the base and it is corrected entirely by rule 2. The name also lacks a verb and the record lacks any statement of what is delivered.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Implementation of the high frequency household surveys to monitor socioeconomic conditions in the region
Description	Design, fielding and processing of the high frequency household survey rounds in the countries covered, with the release of the microdata and of the analytical reports. The action leaves the microdata and the reports available for each round.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Antigua and Barbuda, Argentina, Belize, Bolivia, Brazil, Chile, Colombia, Costa Rica, Dominica, Dominican Republic, Ecuador, El Salvador, Guatemala, Guyana, Haiti, Honduras, Jamaica, Mexico, Nicaragua, Panama, Paraguay, Peru, Saint Lucia, Uruguay
Recipient	Countries covered by the survey rounds and regional policy audience
Result or deliverable	Survey microdata and analytical reports released
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 235 y 240 a 263. Dashboard 3.0 acción A-1355.

Ejemplo 2 · A study series recorded once per country studied

CURRENT RECORD · Dashboard 2.0
Action name	Social Protection Systems studies, using methodological approach put forth by the RHDR 2021
Description as recorded	Sin dato
Rows in the base	12 rows, one per country (IDs 279 to 290)
DIAGNOSIS
Qué falla	One methodology applied to twelve national studies produced twelve records. The methodological approach and the team are the same, so this is one action with the twelve countries in scope and the published studies as the deliverable.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Production of the national social protection system studies applying the RHDR 2021 methodology
Description	Preparation of the national social protection system studies using the methodological approach of the Regional Human Development Report 2021, in the countries covered by the series. The action leaves the national studies published.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Argentina, Bolivia, Brazil, Chile, Colombia, Dominican Republic, Ecuador, Honduras, Jamaica, Mexico, Paraguay, Peru
Recipient	Social protection institutions of the countries covered and regional policy audience
Result or deliverable	National social protection system studies published
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Inclusive Growth
Parent project	Regional Human Development Report 2021 follow up
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 279 a 290. Dashboard 3.0 acción A-1358.

Ejemplo 3 · A regional survey with a title instead of a name

CURRENT RECORD · Dashboard 2.0
Action name	A better world for migrants: Perceptions around migration
Description as recorded	Sin dato
Rows in the base	10 rows, one per country (IDs 264 to 273)
DIAGNOSIS
Qué falla	The record uses the title of the publication as the name of the action, and it was replicated once per country covered. The action is the production of the survey and the title belongs inside the name as the identifier of the product, preceded by an action noun.
Regla o criterio	Regla 2 y unidad de propósito
PROPOSED RECORD · Dashboard 3.0
Action	Production of the regional perception survey on migration A better world for migrants
Description	Design, fielding and analysis of the regional perception survey on migration, covering the countries of the sample, and publication of the resulting report. The action leaves a published survey report.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Barbados, Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Mexico, Peru, Trinidad and Tobago
Recipient	Migration authorities of the countries covered and regional policy audience
Result or deliverable	Published perception survey report on migration
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Governance
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 264 a 273. Dashboard 3.0 acción A-1360.

Ejemplo 4 · A service named after the tool it uses

CURRENT RECORD · Dashboard 2.0
Action name	Monitoring service with Twitter
Description as recorded	Sin dato
Rows in the base	6 rows (IDs 216 to 221)
DIAGNOSIS
Qué falla	The name identifies a data source and not a service. What the team produced was a monitoring service on social media data for regional development analysis, with periodic reports. The tool moves into the description.
Regla o criterio	Unidad de propósito
PROPOSED RECORD · Dashboard 3.0
Action	Production of the social media monitoring service for regional development analysis
Description	Operation of the monitoring service based on social media data, with the delivery of periodic reports to the regional teams and country offices that use them. The action leaves the periodic reports delivered for each round.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Chile, Colombia, Mexico, Panama, Venezuela
Recipient	UNDP regional teams and country offices
Result or deliverable	Periodic monitoring reports based on social media data
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 216 a 221. Dashboard 3.0 acción A-1356.

Ejemplo 5 · A theme recorded as an action

CURRENT RECORD · Dashboard 2.0
Action name	Social Protection Focalization
Description as recorded	Sin dato
Rows in the base	3 rows (IDs 230, 231, 232)
DIAGNOSIS
Qué falla	The name is a theme. It does not say what was produced or for whom. The work behind these rows was analytical evidence on targeting delivered to social protection authorities, which is what the record must state.
Regla o criterio	Regla 5. Techo de agregación
PROPOSED RECORD · Dashboard 3.0
Action	Production of analytical evidence on social protection targeting for national programmes
Description	Analysis of the targeting mechanisms of the national social protection programmes, delivered to the responsible authorities through the country offices. The action leaves a targeting analysis delivered to the counterpart.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Chile, Mexico
Recipient	Social protection authorities through country offices
Result or deliverable	Targeting analysis delivered to the national counterpart
Origin	Demand
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Inclusive Growth
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 230, 231 y 232. Dashboard 3.0 acción A-1357.

Ejemplo 6 · A single publication entered three times

CURRENT RECORD · Dashboard 2.0
Action name	Policy Note No 31 – Gobernanza preventiva y anticipatoria para el litio en Bolivia
Description as recorded	Sin dato
Rows in the base	3 rows (IDs 3042, 3044, 3051)
DIAGNOSIS
Qué falla	One publication was entered three times, most likely once per reporting moment. Under rule 6 an action that spans several periods keeps its identifier and is updated through the status field. It is not entered again.
Regla o criterio	Regla 6. Continuidad entre períodos
PROPOSED RECORD · Dashboard 3.0
Action	Publication of Policy Note 31 on preventive and anticipatory governance of lithium in Bolivia
Description	Preparation, editing and publication of Policy Note 31 of the regional series, addressed to the regional policy audience and to the institutions responsible for lithium governance. The action leaves the note published and available.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Bolivia
Recipient	Regional policy audience and national institutions on lithium governance
Result or deliverable	Policy Note 31 published
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Environment Team
Parent project	UNDP LAC Policy Note Series
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 3042, 3044 y 3051. Dashboard 3.0 acción A-1416.

Ejemplo 7 · Countries embedded in the title of a paper

CURRENT RECORD · Dashboard 2.0
Action name	Working Paper No 37 – Labour income inequality in Argentina, Brazil, Chile, Colombia and Mexico: 2012–2019
Description as recorded	Sin dato
Rows in the base	1 row (ID 277)
DIAGNOSIS
Qué falla	This record was not duplicated, and it still shows the pattern the rule addresses. The five countries are part of the title of the publication and they must also be recorded in the scope attribute, so that the dashboard can count coverage without reading titles.
Regla o criterio	Regla 2 aplicada al alcance de una publicación
PROPOSED RECORD · Dashboard 3.0
Action	Publication of Working Paper 37 on labour income inequality in five countries of the region
Description	Preparation and publication of Working Paper 37, which analyses labour income inequality between 2012 and 2019 in Argentina, Brazil, Chile, Colombia and Mexico. The action leaves the paper published.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Argentina, Brazil, Chile, Colombia, Mexico
Recipient	Regional policy audience
Result or deliverable	Working Paper 37 published
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	UNDP LAC Working Paper Series
Status	Closed
Trazabilidad	Dashboard 2.0 ID 277. Dashboard 3.0 acción A-1435.

Ejemplo 8 · An editorial series and its parent project

CURRENT RECORD · Dashboard 2.0
Action name	Policy Note No14 – Mapping Care: Innovative tools for georeferencing care supply and demand in Latin America and the Caribbean
Description as recorded	Sin dato
Rows in the base	1 row (ID 2067)
DIAGNOSIS
Qué falla	Each note of the series is one action because each one has its own product and its own closing point. The series is not an action, it is the container, and it belongs in the parent project field. This is the same logic that rule 3 applies to projects.
Regla o criterio	Regla 3. El proyecto es contenedor
PROPOSED RECORD · Dashboard 3.0
Action	Publication of Policy Note 14 on innovative tools for georeferencing care supply and demand
Description	Preparation and publication of Policy Note 14 of the regional series, addressed to the institutions responsible for care policies in the region. The action leaves the note published.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Care policy institutions
Result or deliverable	Policy Note 14 published
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Gender
Parent project	UNDP LAC Policy Note Series
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2067. Dashboard 3.0 acción A-1399.

Ejemplo 9 · Participation in a forum convened by others

CURRENT RECORD · Dashboard 2.0
Action name	XIII Forum for Sustainable Development in LAC
Description as recorded	Sin dato
Rows in the base	1 row (ID 225)
DIAGNOSIS
Qué falla	Attending a forum convened by a third party is not an action. It becomes one only when UNDP contributes a substantive product, such as a report, a session designed by the team or a technical input for the negotiation. The record is reformulated in those terms and, if there was no such product, it is not recorded.
Regla o criterio	Caso límite. Foros de terceros
PROPOSED RECORD · Dashboard 3.0
Action	Substantive contribution of UNDP to the XIII Forum for Sustainable Development in Latin America and the Caribbean
Description	Preparation and presentation of the substantive inputs contributed by UNDP to the Forum, addressed to Member States and to the United Nations system. The action leaves the inputs presented and documented in the Forum proceedings.
Service type	Multi-stakeholder dialogue, convening and partnerships (F07)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Member States and United Nations system
Result or deliverable	UNDP substantive inputs presented at the Forum
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 225. Dashboard 3.0 acción A-1483.

Ejemplo 10 · Roundtable series convened by the team

CURRENT RECORD · Dashboard 2.0
Action name	Fourth Sector Roundtables
Description as recorded	Sin dato
Rows in the base	5 rows, one per country (IDs 209 to 213)
DIAGNOSIS
Qué falla	A series of roundtables held in five countries within the same regional exercise generated five records. The convening service, the audience and the objective are the same, so it is one action with the five countries in scope and the documented conclusions as the deliverable.
Regla o criterio	Regla 2 aplicada a una serie de eventos
PROPOSED RECORD · Dashboard 3.0
Action	Convening of the Fourth Sector Roundtables with regional private sector and social economy actors
Description	Convening and delivery of the roundtable series with fourth sector actors in the participating countries, with the systematization of the conclusions of each session. The action leaves the series held with documented conclusions.
Service type	Multi-stakeholder dialogue, convening and partnerships (F07)
Country, countries or region	Argentina, Costa Rica, Dominican Republic, Ecuador, Mexico
Recipient	Fourth sector actors, private sector and social economy organizations
Result or deliverable	Roundtable series held with documented conclusions
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Inclusive Growth
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 209 a 213. Dashboard 3.0 acción A-1481.

Ejemplo 11 · Two conferences inside a longer programme

CURRENT RECORD · Dashboard 2.0
Action name	Capacity building on public administration Government of Cuba
Description as recorded	2 conferences in performance-based budgeting diploma
Rows in the base	1 row (ID 2959)
DIAGNOSIS
Qué falla	Two conferences delivered inside a diploma programme are close to the materiality threshold. They qualify as an action because they are the contribution of the team to a structured programme and they leave a defined product, the delivered modules. Had it been a single lecture, it would have been a milestone.
Regla o criterio	Regla 4. Umbral mínimo de materialidad
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of capacity building on performance based budgeting for public officials of the Government
Description	Delivery of the two conferences contributed by the team to the performance based budgeting diploma addressed to public officials. The action leaves the two modules delivered within the programme.
Service type	Capacity development and training (F05)
Country, countries or region	Cuba
Recipient	Public officials of the Government
Result or deliverable	Two conferences delivered within the budgeting diploma
Origin	Demand
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2959. Dashboard 3.0 acción A-1479.

Ejemplo 12 · Publication and launch in the same action

CURRENT RECORD · Dashboard 2.0
Action name	Publication Crecimiento e Innovación en Tiempos Inciertos en América Latina
Description as recorded	Book published during the SEGIB Summit 2023 in Dominican Republic
Rows in the base	1 row (ID 2130)
DIAGNOSIS
Qué falla	The record is well formulated. The launch at the summit is a milestone of the publication and not a separate action, because it did not generate communication products of its own. It only needs an action noun at the beginning of the name.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Publication of the book Crecimiento e Innovación en Tiempos Inciertos en América Latina
Description	Preparation, editing and publication of the book, launched during the 2023 SEGIB Summit. The launch is a milestone of this action. The action leaves the book published and publicly available.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Regional policy audience and SEGIB Summit participants
Result or deliverable	Book published and launched at the 2023 SEGIB Summit
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2130. Dashboard 3.0 acción A-1477.

Ejemplo 13 · A data note of a recurring series

CURRENT RECORD · Dashboard 2.0
Action name	Graph For Thought – (Still) Under the Mattress: LAC Incomplete Bancarization
Description as recorded	Sin dato
Rows in the base	2 rows (IDs 2998 and 2999)
DIAGNOSIS
Qué falla	The same edition of the series was entered twice. Each edition is one action, the series is the parent container, and repeated entries across reporting moments are avoided by updating the status instead of creating a new record.
Regla o criterio	Regla 6 y proyecto contenedor
PROPOSED RECORD · Dashboard 3.0
Action	Publication of the Graph for Thought edition on incomplete financial inclusion in the region
Description	Preparation and publication of the edition of the data analysis series devoted to incomplete financial inclusion in Latin America and the Caribbean. The action leaves the note published.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Regional policy audience
Result or deliverable	Data analysis note published
Origin	Supply
Lead team	SDG & Policy
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Graph for Thought series
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2998 y 2999. Dashboard 3.0 acción A-1461.

6.5 Inclusive Growth

El equipo aportó 176 registros con 77 nombres distintos, 2,29 filas por acción, el segundo promedio más alto de la base. Casi toda esa duplicación proviene de la cartera de financiamiento del desarrollo, donde cada servicio prestado a las oficinas de país se registró una vez por país. Ocho acciones concentran 86 filas. El segundo patrón del equipo es el nombre que empieza con Support to the CO, que describe una relación y no un servicio, y que obliga al agente a preguntar qué se entregó y qué quedó instalado.

13 pares de ejemplo

Ejemplo 1 · The most duplicated financing service of the team

CURRENT RECORD · Dashboard 2.0
Action name	Support to the CO for the design and implementation of government-led Integrated National Financing Framework (INFF) or INFF component
Description as recorded	Sin dato
Rows in the base	14 rows, one per country (IDs 118 to 129, 2147 and 2148)
DIAGNOSIS
Qué falla	The same service was recorded fourteen times because fourteen country offices received it. The name also describes a relationship with the office rather than the service delivered to the government. The action is the accompaniment for the establishment of the framework and its result is the framework or component adopted.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Support to country offices for the establishment of government led Integrated National Financing Frameworks
Description	Technical accompaniment to the country offices and to their national finance counterparts for the design and implementation of the Integrated National Financing Framework or of one of its components. The action leaves the framework or the component adopted by the government.
Service type	Resource mobilization and development finance (F11)
Country, countries or region	Barbados, Belize, Colombia, Cuba, Dominican Republic, Ecuador, Grenada, Guatemala, Haiti, Jamaica, Mexico, Saint Vincent and the Grenadines, Suriname, Uruguay
Recipient	Country offices and ministries of finance with INFF processes
Result or deliverable	INFF or INFF component adopted by the government
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Tax and Development Finance portfolio
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 118 a 129, 2147 y 2148. Dashboard 3.0 acción A-0716.

Ejemplo 2 · Two services under one name, product and event

CURRENT RECORD · Dashboard 2.0
Action name	Support to the CO through SDG Investor Map and SDG Investment Facilitation events
Description as recorded	Sin dato
Rows in the base	14 rows, one per country (IDs 164 to 177)
DIAGNOSIS
Qué falla	The record joins the production of an investor map, which is a knowledge product, with the delivery of investment facilitation events, which is convening. In the historical base both were kept together because they belong to a single development finance service. For the new cycle the recommendation is to split them, since the map has its own publication and the events have their own audience and their own closing point.
Regla o criterio	Regla 1 aplicada con criterio
PROPOSED RECORD A · Dashboard 3.0
Action	Production of the SDG Investor Maps with country offices
Description	Preparation and publication of the SDG Investor Map with the country offices and the national private sector actors, identifying investment opportunities aligned with the Sustainable Development Goals. The action leaves a published map per country.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Argentina, Barbados, Belize, Bolivia, Colombia, Costa Rica, Dominican Republic, Guatemala, Honduras, Jamaica, Panama, Paraguay, Peru, Uruguay
Recipient	Country offices and national private sector actors
Result or deliverable	SDG Investor Map published in each participating country
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	SDG Investor Map
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Delivery of the SDG investment facilitation events with country offices
Description	Organization and delivery of the investment facilitation events that connect the opportunities identified in the maps with private investors. The action leaves the events held with documented investment interest.
Service type	Resource mobilization and development finance (F11)
Country, countries or region	Argentina, Barbados, Belize, Bolivia, Colombia, Costa Rica, Dominican Republic, Guatemala, Honduras, Jamaica, Panama, Paraguay, Peru, Uruguay
Recipient	Country offices, national private sector actors and investors
Result or deliverable	Investment facilitation events held with documented investor interest
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	SDG Investor Map
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 164 a 177. Dashboard 3.0 acción A-0718, que en el nuevo ciclo se recomienda cargar como dos acciones.

Ejemplo 3 · Global programme rolled out country by country

CURRENT RECORD · Dashboard 2.0
Action name	Support to the CO for the Tax Inspectors without Borders programme
Description as recorded	Sin dato
Rows in the base	13 rows, one per country (IDs 147 to 159)
DIAGNOSIS
Qué falla	A single corporate programme generated thirteen records. The programme is the container and the service is the accompaniment for its rollout with the national tax administrations. One action, with the countries as scope and the programme as parent project.
Regla o criterio	Regla 2 y regla 3
PROPOSED RECORD · Dashboard 3.0
Action	Support to country offices for the rollout of the Tax Inspectors Without Borders programme
Description	Technical accompaniment to the country offices and to the national tax administrations for the establishment and operation of the Tax Inspectors Without Borders programme. The action leaves the programme operating with the tax administration of each participating country.
Service type	Resource mobilization and development finance (F11)
Country, countries or region	Aruba, Bolivia, Colombia, Costa Rica, Dominican Republic, Ecuador, El Salvador, Haiti, Honduras, Jamaica, Paraguay, Peru
Recipient	National tax administrations through country offices
Result or deliverable	TIWB programme operating with the national tax administration
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Tax Inspectors Without Borders
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 147 a 159. Dashboard 3.0 acción A-0719.

Ejemplo 4 · Advisory service duplicated across thirteen countries

CURRENT RECORD · Dashboard 2.0
Action name	Support to the CO on thematic debt instruments and debt management
Description as recorded	Sin dato
Rows in the base	13 rows, one per country (IDs 188 to 197, 2146, 2150 and 2978)
DIAGNOSIS
Qué falla	Thirteen records for one advisory service. The record also lacks a result. Advisory on debt is not concluded by the fact of advising, it is concluded when the government adopts an instrument or a management measure. That is what the description must state.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Advisory support to country offices on thematic debt instruments and public debt management
Description	Technical advice to the country offices and to the ministries of finance on the design of thematic debt instruments and on public debt management measures. The action leaves an instrument or a management measure adopted by the government.
Service type	Resource mobilization and development finance (F11)
Country, countries or region	Argentina, Bolivia, Brazil, Colombia, Costa Rica, Cuba, Ecuador, El Salvador, Guatemala, Mexico, Paraguay, Suriname, Uruguay
Recipient	Ministries of finance through country offices
Result or deliverable	Thematic debt instrument or debt management measure adopted by the government
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Tax and Development Finance portfolio
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 188 a 197, 2146, 2150 y 2978. Dashboard 3.0 acción A-0712.

Ejemplo 5 · Standard assessment applied in ten countries

CURRENT RECORD · Dashboard 2.0
Action name	Support to the CO for conducting a Development Finance Assessment (DFA)
Description as recorded	Sin dato
Rows in the base	10 rows, one per country (IDs 130 to 139)
DIAGNOSIS
Qué falla	The Development Finance Assessment is a standard instrument applied with the same methodology in each country. Since there is no differentiated methodological adaptation, rule 2 applies and the ten records become one action. If a country had required a substantially adapted methodology, that adaptation would be a separate action.
Regla o criterio	Regla 2 y caso límite de instrumentos replicables
PROPOSED RECORD · Dashboard 3.0
Action	Support to country offices for conducting Development Finance Assessments
Description	Technical accompaniment to the country offices in the application of the Development Finance Assessment methodology and in the validation of its results with the government. The action leaves a completed and validated assessment per country.
Service type	Resource mobilization and development finance (F11)
Country, countries or region	Argentina, Barbados, Colombia, Cuba, Ecuador, Grenada, Haiti, Honduras, Mexico, Saint Vincent and the Grenadines
Recipient	Country offices conducting the assessments
Result or deliverable	Development Finance Assessment completed and validated with the government
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Tax and Development Finance portfolio
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 130 a 139. Dashboard 3.0 acción A-0714.

Ejemplo 6 · Budget support duplicated by country

CURRENT RECORD · Dashboard 2.0
Action name	Support to the CO for Budgeting for the SDGs
Description as recorded	Sin dato
Rows in the base	9 rows, one per country (IDs 140 to 146, 2149 and 2151)
DIAGNOSIS
Qué falla	Nine records for one methodological service delivered to ministries of finance. The name says support and not what was delivered. The result is the application of the methodology to the national budget cycle.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Support to country offices for budgeting for the SDGs processes with national finance authorities
Description	Technical accompaniment to the country offices and to the ministries of finance in the application of the SDG budgeting methodology to the national budget cycle. The action leaves the methodology applied to the budget cycle.
Service type	Resource mobilization and development finance (F11)
Country, countries or region	Colombia, Cuba, Dominican Republic, Ecuador, Haiti, Jamaica, Panama, Paraguay, Peru
Recipient	Ministries of finance through country offices
Result or deliverable	SDG budgeting methodology applied to the national budget cycle
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Tax and Development Finance portfolio
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 140 a 146, 2149 y 2151. Dashboard 3.0 acción A-0713.

Ejemplo 7 · Methodological support classified as advisory and not as finance

CURRENT RECORD · Dashboard 2.0
Action name	Support to the CO for SDG Impact Measurement and Management
Description as recorded	Sin dato
Rows in the base	8 rows, one per country (IDs 2152 to 2159)
DIAGNOSIS
Qué falla	This record sits close to the finance portfolio and yet its service is different. What the team transferred was a measurement and management approach, which is technical assistance and not resource mobilization. The agent must choose the service type by what was delivered, not by the portfolio the work belongs to.
Regla o criterio	Unidad de servicio. Elección del tipo correcto
PROPOSED RECORD · Dashboard 3.0
Action	Technical assistance to country offices on SDG impact measurement and management
Description	Transfer of the SDG impact measurement and management standards to the country offices so that they can apply them in their portfolios. The action leaves the approach applied by the office.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Brazil, Colombia, Dominican Republic, Guyana, Jamaica, Paraguay, Uruguay
Recipient	Country offices applying the SDG impact standards
Result or deliverable	Impact measurement and management approach applied by the country office
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	SDG Impact
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2152 a 2159. Dashboard 3.0 acción A-0684.

Ejemplo 8 · Programme formulation recorded per country

CURRENT RECORD · Dashboard 2.0
Action name	Support to the CO for the Joint SDG Fund Component 2 programmes (blended finance)
Description as recorded	Sin dato
Rows in the base	5 rows, one per country (IDs 178 to 182)
DIAGNOSIS
Qué falla	Five records for one formulation service delivered under the same fund. The fund is a funding attribute and the action is the design of the blended finance programme submitted to it.
Regla o criterio	Regla 2 y regla 3
PROPOSED RECORD · Dashboard 3.0
Action	Support to country offices for the design of blended finance programmes under Joint SDG Fund Component 2
Description	Technical accompaniment to the country offices in the formulation of the blended finance programmes presented to Component 2 of the Joint SDG Fund. The action leaves the programme formulated and submitted to the fund.
Service type	Programme design, formulation and scale-up (F09)
Country, countries or region	Barbados, Grenada, Jamaica, Saint Vincent and the Grenadines, Uruguay
Recipient	Country offices with Joint SDG Fund programmes
Result or deliverable	Blended finance programme formulated and submitted to the Fund
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Joint SDG Fund Component 2
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 178 a 182. Dashboard 3.0 acción A-0715. En el registro original el tipo de servicio quedó clasificado como financiamiento. Al reescribirlo se observa que el servicio es la formulación, de modo que corresponde F09.

Ejemplo 9 · Same methodology transferred with different depth

CURRENT RECORD · Dashboard 2.0
Action name	Transfer of the InMotion methodology. SDG Value Chains Programme
Description as recorded	Four rows carry variants of this name. One is a phase one training course in the Dominican Republic, one is national capacity building in Cuba, one is capacity building plus pilot implementation in Chile, and one transfers a different pair of methodologies in Paraguay.
Rows in the base	4 rows (IDs 299, 306, 2777, 2761)
DIAGNOSIS
Qué falla	These records are not duplicates. Each one has a different recipient, a different scope and a different closing point, so they remain separate actions. The Chile record does need to be split, because it combines training with a pilot implementation and those are two service types.
Regla o criterio	Criterio de no unificación y regla 1
PROPOSED RECORD A · Dashboard 3.0
Action	Delivery of national training on the InMotion methodology for value chain institutions
Description	Training of the national institutions that support micro, small and medium enterprises in the InMotion methodology. The action leaves national teams trained in the methodology.
Service type	Capacity development and training (F05)
Country, countries or region	Cuba
Recipient	National institutions supporting MSMEs
Result or deliverable	Training delivered with trained national teams
Origin	Supply
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	SDG Value Chains Programme
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Pilot implementation of the InMotion methodology with national institutions and enterprises
Description	Pilot application of the InMotion methodology with the national institutions and the enterprises that participated in the training, with documentation of the results of the pilot. The action leaves the methodology tested in the national context.
Service type	Innovation and digital transformation (F08)
Country, countries or region	Chile
Recipient	National institutions and MSMEs
Result or deliverable	Methodology piloted with documented results
Origin	Supply
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	SDG Value Chains Programme
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 306 y 2777. Dashboard 3.0 acciones A-0689 y A-0693, esta última dividida en dos para el nuevo ciclo.

Ejemplo 10 · Regional narrative and offer

CURRENT RECORD · Dashboard 2.0
Action name	Develop a consolidated regional narrative and offer on territorial development and SDG localization
Description as recorded	Sin dato
Rows in the base	1 row (ID 2493)
DIAGNOSIS
Qué falla	Defining a regional narrative and a service offer is strategic positioning, which is F01 and not policy advice. The record is well bounded because the narrative is approved at a given point. It only needs a description and a recipient.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Development of the consolidated regional narrative and offer on territorial development and SDG localization
Description	Definition of the regional narrative and of the associated service offer on territorial development and SDG localization, for use by RBLAC and the country offices. The action leaves an approved narrative and service offer.
Service type	Strategic thinking and thought leadership (F01)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	RBLAC and LAC country offices
Result or deliverable	Regional narrative and service offer approved
Origin	Supply
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2493. Dashboard 3.0 acción A-0648.

Ejemplo 11 · Partnership mobilization with committed resources

CURRENT RECORD · Dashboard 2.0
Action name	Mobilize decentralized cooperation partnerships in support to territorial development, local economic development and SDG localization initiatives in countries
Description as recorded	Sin dato
Rows in the base	1 row (ID 2496)
DIAGNOSIS
Qué falla	The record could be read as resource mobilization because it mentions partnerships that bring resources. It is classified as convening and partnerships because the deliverable is the partnership agreement itself. When the deliverable is the funding secured for a specific initiative, the service type is resource mobilization.
Regla o criterio	Unidad de servicio. Alianza frente a movilización
PROPOSED RECORD · Dashboard 3.0
Action	Mobilization of decentralized cooperation partnerships for territorial development and SDG localization
Description	Identification and formalization of partnerships with decentralized cooperation actors to support territorial development and SDG localization initiatives in the participating countries. The action leaves partnership agreements established with committed resources.
Service type	Multi-stakeholder dialogue, convening and partnerships (F07)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Decentralized cooperation partners and participating countries
Result or deliverable	Partnership agreements established with committed resources
Origin	Supply
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2496. Dashboard 3.0 acción A-0700.

Ejemplo 12 · Monitoring of a programme, not of a policy

CURRENT RECORD · Dashboard 2.0
Action name	Monitoring and systematization of support to MSMEs in the region. SDG Value Chain Programme
Description as recorded	Standardised data collection of implementation of SDG Value Chain Programme
Rows in the base	1 row (ID 294)
DIAGNOSIS
Qué falla	The record is about monitoring the team own programme, which is monitoring, evaluation and learning. It should not be confused with the implementation of the programme, which is a different action under F10. The distinction matters because the two are counted separately.
Regla o criterio	Unidad de servicio. Elección entre F12 y F10
PROPOSED RECORD · Dashboard 3.0
Action	Monitoring and systematization of the MSME support delivered under the SDG Value Chains Programme
Description	Standardized collection of implementation data of the SDG Value Chains Programme and systematization of the support delivered to micro, small and medium enterprises. The action leaves a standardized monitoring dataset and a systematization report.
Service type	Monitoring, evaluation and learning (F12)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Programme management and participating country offices
Result or deliverable	Standardized monitoring dataset and systematization report
Origin	Supply
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	SDG Value Chains Programme
Status	Closed
Trazabilidad	Dashboard 2.0 ID 294. Dashboard 3.0 acción A-0728.

Ejemplo 13 · Local technical assistance well formulated

CURRENT RECORD · Dashboard 2.0
Action name	Accelerate SDG localization in the city of Cuenca, Ecuador
Description as recorded	Provision of technical support in the process of elaborating a participatory Voluntary Local Review
Rows in the base	1 row (ID 2498)
DIAGNOSIS
Qué falla	The name states a purpose, accelerating localization, which does not close. The description states the actual service, the accompaniment for the Voluntary Local Review. The correction consists of moving the service into the name and the purpose into the description.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Technical assistance to the city of Cuenca for the elaboration of its participatory Voluntary Local Review
Description	Technical accompaniment to the municipality in the participatory process of elaborating the Voluntary Local Review, as a contribution to the acceleration of SDG localization in the city. The action leaves an elaborated review.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Ecuador
Recipient	Municipality of Cuenca
Result or deliverable	Voluntary Local Review elaborated
Origin	Demand
Lead team	Inclusive Growth
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2498. Dashboard 3.0 acción A-0686.

6.6 Disaster Risk Reduction

El equipo tiene la base más limpia de los ocho, con 80 registros y 80 nombres distintos, es decir una fila por acción. Además es el único equipo sin registros vacíos en el campo de descripción. Sus ejemplos sirven menos para corregir duplicación y más para enseñar dos cosas. La primera es cuándo un mismo servicio prestado en países distintos se unifica y cuándo no. La segunda es cómo separar la formación del ejercicio práctico que la acompaña.

12 pares de ejemplo

Ejemplo 1 · A subregional programme recorded once per country

CURRENT RECORD · Dashboard 2.0
Action name	Recovery Preparedness in the Caribbean – EUCARES Belize
Description as recorded	Capacity strengthening of 06 prioritized country offices through a 3 year programme: Belize (other countries: Cuba, Dominican Republic, Grenada, Jamaica, and Saint Vincent & the Grenadines)
Rows in the base	6 rows, one per country (IDs 3032 to 3037)
DIAGNOSIS
Qué falla	The description itself declares that this is one three year programme covering six country offices, and yet the record was entered six times with the country appended to the name. One action with the six countries in the scope attribute.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of recovery preparedness capacity strengthening under EUCARES
Description	Three year capacity strengthening programme on recovery preparedness for the six prioritized country offices and their national institutions. The action leaves the recovery preparedness capacities strengthened in the participating offices.
Service type	Capacity development and training (F05)
Country, countries or region	Belize, Cuba, Dominican Republic, Grenada, Jamaica, Saint Vincent and the Grenadines
Recipient	Country offices and national institutions
Result or deliverable	Recovery preparedness capacities strengthened in the six country offices
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	EUCARES
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 3032 a 3037. Dashboard 3.0 acción A-0033.

Ejemplo 2 · One regional workshop recorded once per participating country

CURRENT RECORD · Dashboard 2.0
Action name	Training Cuba Government officials in Risk-informed development
Description as recorded	Representatives from the Government of Cuba and UNDP focal points participated in a training workshop held in Panama, June 2023. Within this training, the country experiences from Cuba, Colombia, Costa Rica and others were shared.
Rows in the base	4 rows (IDs 2138 to 2141)
DIAGNOSIS
Qué falla	A single workshop held in Panama was recorded once for each country whose officials attended. The rule for training programmes is one action per programme and period, with the countries and the cohorts as attributes.
Regla o criterio	Regla 2 y caso límite de cohortes
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of the training workshop on risk informed development for government officials
Description	Regional training workshop on risk informed development delivered to government officials and UNDP focal points of the participating countries, with an exchange of country experiences. The action leaves the officials trained in the methodology.
Service type	Capacity development and training (F05)
Country, countries or region	Costa Rica, Cuba, Ecuador, Panama
Recipient	Government officials and UNDP focal points
Result or deliverable	Officials trained in the risk informed development methodology
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2138, 2139, 2140 y 2141. Dashboard 3.0 acción A-0042.

Ejemplo 3 · Same service in different countries that must stay separate

CURRENT RECORD · Dashboard 2.0
Action name	Training in disaster recovery needs assessment (PDNA) methodology in Costa Rica, and Training in disaster recovery needs assessment (PDNA) and management framework (DRF) in Colombia
Description as recorded	In Costa Rica a team of public servants from sectoral institutions was trained. In Colombia the training was delivered with the National Disaster Risk Management Unit and the National Planning Department.
Rows in the base	2 rows (IDs 1816 and 1817)
DIAGNOSIS
Qué falla	These two records look like the same service repeated by country, and yet they must not be merged. Each one has its own recipient institution, its own agreed content and its own closing point. Rule 2 removes the country from the identity of the action only when the service, the recipient and the result are the same. Here the recipient differs, so there are two actions.
Regla o criterio	Criterio de no unificación. Destinatario y resultado distintos
PROPOSED RECORD A · Dashboard 3.0
Action	Delivery of training on the post disaster needs assessment methodology in Costa Rica
Description	Training of a team of public servants from sectoral institutions in the post disaster needs assessment methodology. The action leaves a trained sectoral team available for future assessments.
Service type	Capacity development and training (F05)
Country, countries or region	Costa Rica
Recipient	Public servants of sectoral institutions
Result or deliverable	Sectoral team trained in the PDNA methodology
Origin	Demand
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Delivery of training on the post disaster needs assessment and recovery framework methodologies in Colombia
Description	Training of government officials in both methodologies, delivered jointly with the National Disaster Risk Management Unit and the National Planning Department. The action leaves the officials of both institutions trained.
Service type	Capacity development and training (F05)
Country, countries or region	Colombia
Recipient	National Disaster Risk Management Unit and National Planning Department
Result or deliverable	Government officials of both institutions trained
Origin	Demand
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 1816 y 1817. Dashboard 3.0 acciones A-0045 y A-0043.

Ejemplo 4 · Training and simulation exercise in one record

CURRENT RECORD · Dashboard 2.0
Action name	Training in disaster recovery needs assessment (PDNA) and support to disaster simulation and drill exercise in Panama
Description as recorded	PDNA/DRF training and simulation exercise developed in Panama in May and June 2023
Rows in the base	1 row (ID 1984)
DIAGNOSIS
Qué falla	The simulation exercise is the practical component of the training and it does not leave a product of its own. It is a milestone of the training action and not a second action. The record stays as one and the exercise moves into the description.
Regla o criterio	Regla 4. El hito no es una acción
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of training on post disaster needs assessment in Panama
Description	Training of government officials and response institutions in the post disaster needs assessment and recovery framework methodologies, including a simulation and drill exercise as the practical component of the course. The action leaves the officials trained with the exercise completed.
Service type	Capacity development and training (F05)
Country, countries or region	Panama
Recipient	Government officials and response institutions
Result or deliverable	Training and simulation exercise completed
Origin	Demand
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1984. Dashboard 3.0 acción A-0039.

Ejemplo 5 · Permanent line of work with no closing point

CURRENT RECORD · Dashboard 2.0
Action name	Mainstreaming disaster risk reduction and climate change adaptation into development processes
Description as recorded	The global guideline for mainstreaming CCA and DRR into development planning, programming and budgeting will be used to develop country experiences in this topic. A regional workshop was held in June.
Rows in the base	1 row (ID 1832)
DIAGNOSIS
Qué falla	Mainstreaming into development processes describes a permanent aspiration of the team. It never ends and it covers more than one output. The record must be narrowed to the technical assistance actually delivered in the period, with the institutions that received it.
Regla o criterio	Regla 5. Techo de agregación
PROPOSED RECORD · Dashboard 3.0
Action	Technical assistance for mainstreaming disaster risk reduction and climate change adaptation into development planning
Description	Application of the global mainstreaming guideline with the planning and budget institutions of the participating countries, with the documentation of the resulting country experiences. The action leaves the guideline applied and the experiences documented.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Planning and budget institutions
Result or deliverable	Global guideline applied with documented country experiences
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Environment Team
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1832. Dashboard 3.0 acción A-0009.

Ejemplo 6 · Two services in one record, stocktaking and dissemination

CURRENT RECORD · Dashboard 2.0
Action name	Dissemination of UNDP urban risk strategy and guidelines, supported on UNDP LAC initiatives
Description as recorded	Stocktaking of urban disaster risk management initiatives in LAC and dissemination of global guidelines in this topic
Rows in the base	1 row (ID 1830)
DIAGNOSIS
Qué falla	The record contains a stocktaking exercise, which is knowledge production, and a dissemination effort, which is knowledge management and exchange. They are two service types and therefore two actions, linked to each other because the second uses the product of the first.
Regla o criterio	Regla 1. Un tipo de servicio por acción
PROPOSED RECORD A · Dashboard 3.0
Action	Production of the stocktaking of urban disaster risk management initiatives in Latin America and the Caribbean
Description	Identification and systematization of the urban disaster risk management initiatives under way in the region. The action leaves a completed stocktaking that serves as the basis for the dissemination action.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Country offices and urban risk institutions
Result or deliverable	Stocktaking of urban risk initiatives completed
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Dissemination of the UNDP urban risk strategy and guidelines in Latin America and the Caribbean
Description	Dissemination of the corporate urban risk strategy and of the associated guidelines among country offices and urban risk institutions, using the results of the regional stocktaking. The action leaves the guidelines transferred to the target audience.
Service type	Knowledge management, peer exchange and South-South cooperation (F06)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Country offices and urban risk institutions
Result or deliverable	Global guidelines disseminated among the target institutions
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1830. Dashboard 3.0 acción A-0048, que en el nuevo ciclo se carga como dos acciones.

Ejemplo 7 · Systematization and proposal writing in one record

CURRENT RECORD · Dashboard 2.0
Action name	Preparation of project proposals in urban risk management, early warning systems and resilience
Description as recorded	Systematization of DRR and recovery experiences in LAC and prepare project proposals in urban risk management, EWS, and resilience
Rows in the base	1 row (ID 2368)
DIAGNOSIS
Qué falla	Systematizing experiences is knowledge management and formulating proposals is programme design. The two share an input but they have different recipients, different products and different closing points.
Regla o criterio	Regla 1. Un tipo de servicio por acción
PROPOSED RECORD A · Dashboard 3.0
Action	Systematization of disaster risk reduction and recovery experiences in Latin America and the Caribbean
Description	Systematization of the disaster risk reduction and recovery experiences accumulated in the region, organized so that they can be reused by country offices. The action leaves a completed systematization.
Service type	Knowledge management, peer exchange and South-South cooperation (F06)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Country offices and regional practitioners
Result or deliverable	Systematization of regional experiences completed
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Formulation of project proposals on urban risk management, early warning systems and resilience
Description	Preparation of project proposals on urban risk management, early warning systems and resilience, developed with country offices and addressed to prospective donors. The action leaves the proposals prepared and submitted.
Service type	Programme design, formulation and scale-up (F09)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	Country offices and prospective donors
Result or deliverable	Project proposals prepared and submitted
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2368. Dashboard 3.0 acción A-0053, que en el nuevo ciclo se carga como dos acciones.

Ejemplo 8 · Adaptation of global guidelines to a national context

CURRENT RECORD · Dashboard 2.0
Action name	Adaptation of disaster recovery needs assessment and management framework guidelines in El Salvador
Description as recorded	The PDNA and DRF global guidelines were adapted to country context in close collaboration with respective Government sectoral institutions
Rows in the base	2 rows (IDs 1813 and 1976)
DIAGNOSIS
Qué falla	The same adaptation process was entered twice, once for El Salvador and once for Costa Rica, with equivalent recipients and an identical product. Here the recipient is of the same nature in both countries, sectoral government institutions, so rule 2 applies and the two records become one.
Regla o criterio	Regla 2 con destinatario equivalente
PROPOSED RECORD · Dashboard 3.0
Action	Adaptation of the post disaster needs assessment and recovery framework guidelines to the national context
Description	Adaptation of the global PDNA and DRF guidelines to the national context, carried out with the sectoral government institutions of each country. The action leaves the adapted guidelines adopted by the counterparts.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Costa Rica, El Salvador
Recipient	Sectoral government institutions
Result or deliverable	Adapted PDNA and DRF guidelines adopted by the counterpart
Origin	Demand
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 1813 y 1976. Dashboard 3.0 acción A-0006.

Ejemplo 9 · Urban intervention recorded once per city

CURRENT RECORD · Dashboard 2.0
Action name	Support urban risk management intervention in Barbados
Description as recorded	Under the subregional programme for the Caribbean, in urban disaster risk management, the intervention in the capital city of Barbados is supported
Rows in the base	3 rows (IDs 2135 to 2137)
DIAGNOSIS
Qué falla	Three cities of the same subregional programme produced three records. The programme is the container and the service is the same in all three cases. One action with the countries as scope and the programme as the parent project.
Regla o criterio	Regla 2 y regla 3
PROPOSED RECORD · Dashboard 3.0
Action	Support to the urban risk management interventions of the Caribbean subregional programme
Description	Technical accompaniment to the urban risk management interventions in the capital cities covered by the subregional programme, including the local authorities responsible for each one. The action leaves the interventions implemented in the participating cities.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Barbados, Dominica, Saint Vincent and the Grenadines
Recipient	Municipal authorities of the participating cities
Result or deliverable	Urban risk interventions implemented in the participating cities
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Urban Risk Global Initiative
Status	Ongoing
Trazabilidad	Dashboard 2.0 IDs 2135, 2136 y 2137. Dashboard 3.0 acción A-0060.

Ejemplo 10 · Technical assistance inside a third party project

CURRENT RECORD · Dashboard 2.0
Action name	Recovery and nexus to development elements into humanitarian information systems in Central America
Description as recorded	Within the Swiss Development Agency project aimed at strengthening capacities in disaster response, having OCHA as implementing partner, UNDP is promoting the integration of recovery and development elements
Rows in the base	1 row (ID 2144)
DIAGNOSIS
Qué falla	The record starts from the project and not from the service. What UNDP contributed was technical assistance so that recovery and development criteria would be incorporated into the humanitarian information systems. The project moves to the parent project field.
Regla o criterio	Regla 3. El proyecto es contenedor
PROPOSED RECORD · Dashboard 3.0
Action	Technical assistance for the integration of recovery and development elements into humanitarian information systems in Central America
Description	Technical accompaniment to OCHA and to the national response institutions for the incorporation of recovery and development criteria into the humanitarian information systems of the subregion. The action leaves the criteria integrated into the systems.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Central America
Recipient	OCHA and national response institutions in Central America
Result or deliverable	Recovery and development criteria integrated into the information systems
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Swiss Development Agency disaster response project
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2144. Dashboard 3.0 acción A-0014.

Ejemplo 11 · Case study well formulated

CURRENT RECORD · Dashboard 2.0
Action name	Systematization of PDNA/DRF initiative in El Salvador
Description as recorded	This case study seeks to analyze and document the contributions of the PDNA and DRF to post-disaster recovery in El Salvador, including its ability to be adapted
Rows in the base	1 row (ID 1826)
DIAGNOSIS
Qué falla	The record identifies a single service, a verifiable product and an audience. It only needs a slight adjustment of the name so that it starts with an action noun. This is the standard the agent should propose.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Systematization of the post disaster needs assessment and recovery framework experience in El Salvador
Description	Case study that analyses and documents the contribution of the PDNA and the DRF to post disaster recovery in the country, including their capacity to be adapted to other contexts. The action leaves a published case study.
Service type	Knowledge management, peer exchange and South-South cooperation (F06)
Country, countries or region	El Salvador
Recipient	Recovery institutions and regional practitioners
Result or deliverable	Case study published
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1826. Dashboard 3.0 acción A-0049.

Ejemplo 12 · Project formulation well formulated

CURRENT RECORD · Dashboard 2.0
Action name	Formulation of Regional project in urban disaster risk reduction in Central America
Description as recorded	Multi-country urban disaster risk management proposal prepared with the collaboration of four country offices (Dominican Republic, El Salvador, Guatemala and Honduras)
Rows in the base	1 row (ID 1831)
DIAGNOSIS
Qué falla	The record already satisfies the five attributes. One service type, a verifiable product, an identifiable recipient, a responsible team and a foreseeable closing point. It is kept almost unchanged and the four countries move into the scope attribute.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Formulation of the regional project on urban disaster risk reduction in Central America
Description	Preparation of the multi country project proposal on urban disaster risk management, developed with the four participating country offices. The action leaves a prepared proposal ready for submission.
Service type	Programme design, formulation and scale-up (F09)
Country, countries or region	Dominican Republic, El Salvador, Guatemala, Honduras
Recipient	Participating country offices
Result or deliverable	Multi country project proposal prepared
Origin	Supply
Lead team	Disaster Risk Reduction
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1831. Dashboard 3.0 acción A-0055.

6.7 HIV and Health

El equipo aportó 68 registros con 38 nombres distintos, lo que da 1,79 filas por acción. La duplicación por país es alta y se concentra en el trabajo de inclusión socioeconómica de poblaciones LGBTI en el Caribe, donde cada producto se registró una vez por cada uno de los cuatro países del programa. Aparecen además dos patrones que el agente debe aprender a corregir. El primero es el uso del año como prefijo del nombre. El segundo es el nombre administrativo tomado del instrumento de financiamiento, como country envelope, que no describe ningún servicio.

13 pares de ejemplo

Ejemplo 1 · Financing instrument used as the name of the action

CURRENT RECORD · Dashboard 2.0
Action name	Support country envelope implementation
Description as recorded	Sin dato
Rows in the base	5 rows, one per country (IDs 1847, 1849 to 1852)
DIAGNOSIS
Qué falla	Country envelope is the name of a funding instrument, not of a service. The record does not allow a reader to know what was implemented, with whom or with what result. The action must name the component that was executed and the funding instrument moves to the funding fields.
Regla o criterio	Unidad de servicio y unidad de propósito
PROPOSED RECORD · Dashboard 3.0
Action	Implementation of the country envelope components on HIV and key populations
Description	Execution of the components financed through the country envelopes with the national counterparts in each participating country, including the technical accompaniment of the implementing partners. The action leaves the components implemented with documented results.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Dominican Republic, Guyana, Haiti, Jamaica, Paraguay
Recipient	National counterparts executing the components
Result or deliverable	Country envelope components implemented with documented results
Origin	Supply
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Global Fund country envelopes
Status	Closed
NOTA PARA EL AGENTE
	Cuando los componentes ejecutados en cada país sean sustantivamente distintos, corresponde una acción por componente y no por país. El criterio es el resultado, no el desembolso.
Trazabilidad	Dashboard 2.0 IDs 1847, 1849, 1850, 1851 y 1852. Dashboard 3.0 acción A-0641.

Ejemplo 2 · A single regional forum recorded four times

CURRENT RECORD · Dashboard 2.0
Action name	Support meaningful engagement of governments through national and regional policy dialogues – Private sector LGBTI inclusion best practices regional forum
Description as recorded	Sin dato
Rows in the base	4 rows (IDs 1790, 1791, 1792, 1794)
DIAGNOSIS
Qué falla	One regional forum was recorded once per participating country. The name also mixes a permanent purpose, supporting meaningful engagement, with the concrete event that was delivered. The action is the forum and the purpose belongs in the description.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Convening of the regional forum on private sector best practices for LGBTI inclusion
Description	Convening and delivery of the regional forum that brought together governments, private sector representatives and LGBTI organizations to exchange inclusion practices. The action leaves the forum held with documented policy dialogue conclusions.
Service type	Multi-stakeholder dialogue, convening and partnerships (F07)
Country, countries or region	Barbados, Jamaica
Recipient	Governments, private sector and LGBTI organizations
Result or deliverable	Regional forum held with policy dialogue conclusions
Origin	Supply
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 1790, 1791, 1792 y 1794. Dashboard 3.0 acción A-0638.

Ejemplo 3 · Name that contradicts the scope it declares

CURRENT RECORD · Dashboard 2.0
Action name	Small grants to LGBTI CSOs in 4 countries – Dominican Republic
Description as recorded	Sin dato
Rows in the base	4 rows (IDs 1797, 2582, 2583, 2584)
DIAGNOSIS
Qué falla	The name announces four countries and then names only one, because the row was replicated per country and each copy kept a different country appended. The country must leave the name and move to the scope attribute.
Regla o criterio	Regla 2 y unidad de destinatario
PROPOSED RECORD · Dashboard 3.0
Action	Transfer of small grants to LGBTI civil society organizations
Description	Selection of LGBTI civil society organizations and transfer of small grants for the execution of their inclusion initiatives, with technical accompaniment during the execution. The action leaves the grants transferred and executed by the selected organizations.
Service type	Programme implementation and oversight (F10)
Country, countries or region	Barbados, Dominican Republic, Guyana, Jamaica
Recipient	LGBTI civil society organizations
Result or deliverable	Grants transferred and executed by the selected organizations
Origin	Supply
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 1797, 2582, 2583 y 2584. Dashboard 3.0 acción A-0647.

Ejemplo 4 · The year used as a prefix of the name

CURRENT RECORD · Dashboard 2.0
Action name	2024 – Assessment of challenges that limit the participation of trans women in the workforce and develop a roadmap to address barriers
Description as recorded	Sin dato
Rows in the base	4 rows, one per country (IDs 2349, 2350, 2351, 2585)
DIAGNOSIS
Qué falla	The year is placed inside the name because there was no reliable period field. Under rule 6 the period is an attribute and the action keeps its identifier across periods. The record also joins an assessment with the roadmap that derives from it, which is acceptable because both belong to the same knowledge production service.
Regla o criterio	Unidad de tiempo. El período es un atributo
PROPOSED RECORD · Dashboard 3.0
Action	Production of the assessment of barriers to labour force participation of trans women and the corresponding roadmap
Description	Analysis of the barriers that limit the participation of trans women in the labour market in the participating countries and preparation of the roadmap to address them, delivered to the labour and social institutions. The action leaves the assessment and the roadmap delivered.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Barbados, Dominican Republic, Guyana, Jamaica
Recipient	Labour and social institutions
Result or deliverable	Assessment and roadmap delivered
Origin	Supply
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Gender
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2349, 2350, 2351 y 2585. Dashboard 3.0 acción A-0620.

Ejemplo 5 · Three sequential steps written as one long name

CURRENT RECORD · Dashboard 2.0
Action name	Socioeconomic inclusion roadmap for LGBTI persons: mapping the decision-making process, identifying decision-making audiences, and developing of national plans for advocacy
Description as recorded	Sin dato
Rows in the base	4 rows, one per country (IDs 1858, 1859, 1860, 1890)
DIAGNOSIS
Qué falla	The name lists the internal steps of the work rather than the service. Mapping and identifying audiences are stages of the same advisory process and do not become separate actions. What matters is that the name states the service and that the description keeps the stages as milestones.
Regla o criterio	Regla 1. Un tipo de servicio por acción
PROPOSED RECORD · Dashboard 3.0
Action	Development of national socioeconomic inclusion roadmaps and advocacy plans for LGBTI people
Description	Advisory to national institutions and LGBTI organizations for the elaboration of the socioeconomic inclusion roadmap and of the national advocacy plans that derive from it. The mapping of decision making processes and audiences is a stage of this action. The action leaves the roadmap and the plans delivered.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Barbados, Dominican Republic, Haiti, Jamaica
Recipient	National institutions and LGBTI organizations
Result or deliverable	Roadmap and national advocacy plans delivered
Origin	Supply
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 1858, 1859, 1860 y 1890. Dashboard 3.0 acción A-0632.

Ejemplo 6 · Placeholder left unresolved in the record

CURRENT RECORD · Dashboard 2.0
Action name	Diagnostic on HIV sensitive social protection covering xxx (SP agencies in the country). How HIV people benefit from SP programs
Description as recorded	Sin dato
Rows in the base	1 row (ID 1857)
DIAGNOSIS
Qué falla	The record kept the placeholder xxx where the institutions should be named. The formulario should not allow saving a record whose recipient is not identifiable. The agent must ask for the institution before proposing the final wording.
Regla o criterio	Unidad de destinatario
PROPOSED RECORD · Dashboard 3.0
Action	Production of the diagnostic on HIV sensitive social protection
Description	Analysis of the access of people living with HIV to the national social protection programmes, prepared with the social protection agencies of the country. The action leaves a delivered diagnostic with recommendations.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Paraguay
Recipient	National social protection agencies [name the institutions]
Result or deliverable	Diagnostic delivered on access of people living with HIV to social protection
Origin	Demand
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Inclusive Growth
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1857. Dashboard 3.0 acción A-0623.

Ejemplo 7 · Activity below the materiality threshold

CURRENT RECORD · Dashboard 2.0
Action name	Support pride activities
Description as recorded	Sin dato
Rows in the base	1 row (ID 1796)
DIAGNOSIS
Qué falla	Supporting an activity organized by others, with no substantive product of its own, does not meet the materiality threshold. It is recorded as a milestone within the larger advocacy action to which it belongs. It is only registered as an action when UNDP contributes a product of its own, such as a campaign or a study presented at the event.
Regla o criterio	Regla 4. Umbral mínimo de materialidad
PROPOSED RECORD · Dashboard 3.0
Action	Not recorded as an action. Registered as a milestone of the advocacy action on LGBTI rights of the period
Description	The support to pride activities is a means of execution. It is documented inside the description of the advocacy action that groups the visibility work of the period, stating the date and the contribution made.
Service type	Not applicable
Country, countries or region	Dominican Republic
Recipient	LGBTI organizations and communities
Result or deliverable	No deliverable of its own. It contributes to the deliverable of the parent advocacy action
Origin	Demand
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Not applicable
Trazabilidad	Dashboard 2.0 ID 1796. Dashboard 3.0 acción A-0631, marcada como actividad puntual.

Ejemplo 8 · Dissemination event with its own product

CURRENT RECORD · Dashboard 2.0
Action name	Sub-regional webinar to share results of PEP Study
Description as recorded	Sin dato
Rows in the base	1 row (ID 1807)
DIAGNOSIS
Qué falla	A webinar is normally a means of execution. It becomes an action when it is the dissemination vehicle of a substantive product, in this case the results of the post exposure prophylaxis study. The service type is advocacy and visibility, and it is a different action from the production of the study itself.
Regla o criterio	Caso límite. Evento con producto sustantivo
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of the subregional webinar presenting the results of the post exposure prophylaxis study
Description	Organization and delivery of the subregional webinar that presented the results of the post exposure prophylaxis study to health institutions and civil society. The action leaves the webinar held with the results disseminated to the target audience.
Service type	Advocacy, communications and visibility (F03)
Country, countries or region	The Caribbean
Recipient	Health institutions and civil society
Result or deliverable	Webinar held with study results disseminated
Origin	Supply
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1807. Dashboard 3.0 acción A-0628.

Ejemplo 9 · Review that mixes three products of the same service

CURRENT RECORD · Dashboard 2.0
Action name	2024 – Review of social assistance programmes, survey of trans women to determine bottlenecks and develop a strategy to address the bottlenecks
Description as recorded	Sin dato
Rows in the base	4 rows, one per country (IDs 2356, 2357, 2358, 2586)
DIAGNOSIS
Qué falla	The record joins a documentary review, a survey and a strategy. All three belong to the same knowledge production service and feed a single deliverable, so they remain one action. Rule 1 asks for one service type per action, not for one product per action.
Regla o criterio	Regla 1 aplicada con criterio
PROPOSED RECORD · Dashboard 3.0
Action	Production of the review of social assistance programmes and of the bottlenecks faced by trans women
Description	Review of the social assistance programmes, survey of trans women to identify access bottlenecks and preparation of the strategy to address them, delivered to the social assistance institutions. The action leaves the review, the survey results and the strategy delivered as a single body of evidence.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Barbados, Dominican Republic, Guyana, Jamaica
Recipient	Social assistance institutions
Result or deliverable	Review, survey results and strategy delivered
Origin	Supply
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Inclusive Growth
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2356, 2357, 2358 y 2586. Dashboard 3.0 acción A-0624.

Ejemplo 10 · Regional convening well formulated

CURRENT RECORD · Dashboard 2.0
Action name	Caribbean Judges Forum on HIV Huaman Right and the Law
Description as recorded	Sin dato
Rows in the base	1 row (ID 2049)
DIAGNOSIS
Qué falla	The record identifies an event convened by UNDP with an identifiable audience. It only needs an action verb at the beginning of the name, a description and the correction of the typing error. This is a convening action, not a training one, because its purpose is dialogue among peers.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Convening of the Caribbean Judges Forum on HIV, human rights and the law
Description	Convening and delivery of the forum that brought together judges and justice institutions of the Caribbean to discuss the treatment of HIV in judicial practice. The action leaves the forum held with documented conclusions.
Service type	Multi-stakeholder dialogue, convening and partnerships (F07)
Country, countries or region	The Caribbean
Recipient	Judges and justice institutions in the Caribbean
Result or deliverable	Forum held with documented conclusions
Origin	Supply
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Governance
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2049. Dashboard 3.0 acción A-0637.

Ejemplo 11 · Digital solution recorded as continued support

CURRENT RECORD · Dashboard 2.0
Action name	Vaccine Equity: Continued support to Guyana CO on Digital solution
Description as recorded	Sin dato
Rows in the base	1 row (ID 1809)
DIAGNOSIS
Qué falla	Continued support does not state a closing point. What the team did was to accompany the country office in putting a digital solution into operation with the health authorities. When the development of the tool and its deployment in a country are two distinct efforts, they are two actions. Here only the deployment corresponded to the team.
Regla o criterio	Caso límite. Desarrollo y despliegue de una herramienta digital
PROPOSED RECORD · Dashboard 3.0
Action	Support to the Guyana country office for the deployment of the digital vaccine equity solution
Description	Technical accompaniment to the country office and to the national health authorities for the deployment and entry into operation of the digital vaccine equity solution. The action leaves the solution operating with the health authorities.
Service type	Innovation and digital transformation (F08)
Country, countries or region	Guyana
Recipient	Country office and national health authorities
Result or deliverable	Digital solution operating with health authorities
Origin	Demand
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Vaccine Equity
Status	Closed
Trazabilidad	Dashboard 2.0 ID 1809. Dashboard 3.0 acción A-0639.

Ejemplo 12 · Index applied in two countries

CURRENT RECORD · Dashboard 2.0
Action name	LGBTI INCLUSION INDEX MEXICO
Description as recorded	Provide technical support to the CO Mexico to apply, develop and publish the LGBTI Inclusion index for the country.
Rows in the base	2 rows (IDs 2891 and 2892)
DIAGNOSIS
Qué falla	The name is written in capitals and includes the country. The two rows correspond to two national applications of the same index. The rule for indices is that the methodological development is one action and each national process is an action only when it involves differentiated accompaniment. Here both applications followed the same protocol, so they are one action with two countries in scope.
Regla o criterio	Caso límite. Índice que se implementa en varios países
PROPOSED RECORD · Dashboard 3.0
Action	Technical assistance to country offices for the application of the LGBTI Inclusion Index
Description	Technical support to the country offices and their national counterparts for the application, adaptation and publication of the LGBTI Inclusion Index. The action leaves the index applied and published for each country covered.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Costa Rica, Mexico
Recipient	Country offices and national counterparts
Result or deliverable	Index applied and published for the countries covered
Origin	Demand
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	LGBTI Inclusion Index
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2891 y 2892. Dashboard 3.0 acción A-0627.

Ejemplo 13 · National surveys recorded one per country

CURRENT RECORD · Dashboard 2.0
Action name	National LGBTI surveys
Description as recorded	Sin dato
Rows in the base	4 rows (IDs 1801, 1802, 1803, 1864)
DIAGNOSIS
Qué falla	A single survey instrument applied in four countries generated four records. The instrument, the methodology and the team are the same. One action with the four countries in scope, and the national reports as the deliverable.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Implementation of the national LGBTI surveys
Description	Application of the national LGBTI survey in the participating countries, including the processing of the data and the publication of the national reports. The action leaves the survey data and the reports published for each country.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Barbados, Dominican Republic, Haiti, Jamaica
Recipient	National institutions and LGBTI organizations of the countries covered
Result or deliverable	Survey data and national reports published
Origin	Supply
Lead team	HIV and Health
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 1801, 1802, 1803 y 1864. Dashboard 3.0 acción A-0618.

6.8 SDG Integration

El equipo aportó 52 registros al Dashboard 2.0, la cifra más baja de los ocho equipos, y sin embargo tiene el promedio más alto de filas por nombre de acción, 2,48. Dos patrones explican esa cifra. El primero es la repetición por país de productos regionales como los Integrated SDG Insights Reports. El segundo, y más importante para el agente, es el uso de un mismo nombre genérico, Support to COs to design implement and evaluate SDG Integration initiatives, para nueve servicios sustantivamente distintos, cuya única diferencia estaba escondida en el campo de descripción. Los ejemplos siguientes trabajan sobre esos dos patrones.

13 pares de ejemplo

Ejemplo 1 · Country duplication of a regional knowledge product

CURRENT RECORD · Dashboard 2.0
Action name	Integrated SDG Insights Reports
Description as recorded	In preparation of the SDG Summit, support COs with a country analysis
Rows in the base	13 rows, one per country office (IDs 2108 to 2119 and 2270)
DIAGNOSIS
Qué falla	One single production process was recorded thirteen times because thirteen country offices received a country analysis. The country is describing the scope of the action, not its identity. The five attributes are met only once, so this is one action.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Production of the Integrated SDG Insights Reports for country offices ahead of the SDG Summit
Description	Preparation of the country level SDG insight analyses requested by the country offices in the run up to the SDG Summit. The action leaves a delivered analytical report per participating country office.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Argentina, Bolivia, Chile, Costa Rica, Cuba, Dominican Republic, Ecuador, El Salvador, Haiti, Panama, Peru, Trinidad and Tobago, Uruguay
Recipient	Country offices preparing for the SDG Summit
Result or deliverable	Country level SDG insight analyses delivered to the thirteen country offices
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Integrated SDG Insights
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2108 to 2119 and 2270. Dashboard 3.0 action A-1494.

Ejemplo 2 · One generic name hiding nine different services

CURRENT RECORD · Dashboard 2.0
Action name	Support to COs to design, implement and evaluate SDG Integration initiatives
Description as recorded	Nine rows carry this same name. The distinguishing content sits in the description field, where it appears as SDG Push pilot Initiative, Support for the development of National Human Development Report, Programme based budgeting support, Support for the development of the country portfolio, Support on the project Anticipate and Prevent Governance of lithium, Support to review the Iniciativa 6145 Ley Orgánica de Planificación República de Guatemala, Development of a Potential Action Plan On UNDP support to Aruba, and two rows with no description at all.
Rows in the base	9 rows (IDs 112, 113, 114, 115, 116, 2120, 2121, 2123, 2124)
DIAGNOSIS
Qué falla	The name does not describe a service, it describes a mandate. Nothing in it allows a reader to know what was delivered, to whom, or when it ended. Each row is in fact a different action, with a different recipient and a different deliverable. The name must carry the substance and the description must state what was left installed.
Regla o criterio	Regla 1. Un tipo de servicio por acción, y unidad de propósito
PROPOSED RECORD A · Dashboard 3.0
Action	Technical assistance to country offices for the design and evaluation of SDG Push pilot initiatives
Description	Accompaniment to the country offices piloting SDG Push in the design of the pilot and in the assessment of its results. The action leaves a designed pilot and an assessment per participating office.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Peru
Recipient	Country offices piloting SDG Push
Result or deliverable	SDG Push pilots designed and assessed in the participating country offices
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	SDG Push Pilot Initiative
Status	Closed
PROPOSED RECORD B · Dashboard 3.0
Action	Technical assistance to country offices for the preparation of National Human Development Reports
Description	Substantive accompaniment and regional quality assurance to the country offices preparing their National Human Development Report. The action leaves a published report.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Chile
Recipient	Country offices preparing National Human Development Reports
Result or deliverable	National Human Development Report published with regional quality assurance
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
PROPOSED RECORD C · Dashboard 3.0
Action	Technical assistance to the Guatemala country office for the review of the draft Organic Planning Law
Description	Technical review of Initiative 6145 on the Organic Planning Law, delivered to the country office and to the national planning institutions. The action leaves a written technical opinion.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Guatemala
Recipient	Country office and national planning institutions
Result or deliverable	Technical review of Initiative 6145 delivered
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Governance
Parent project	No aplica
Status	Closed
NOTA PARA EL AGENTE
	Los seis servicios restantes que compartían este nombre se registran con la misma lógica, uno por destinatario y resultado. El agente debe reconocer que un nombre repetido con descripciones distintas es señal de que hay tantas acciones como descripciones.
Trazabilidad	Dashboard 2.0 IDs 112, 113 y 2123. Dashboard 3.0 acciones A-1506, A-1507 y A-1508.

Ejemplo 3 · Country duplication of an analytical service

CURRENT RECORD · Dashboard 2.0
Action name	Power of Data in LAC
Description as recorded	Power of Data
Rows in the base	5 rows, one per country (IDs 2620, 2623 to 2626)
DIAGNOSIS
Qué falla	The description repeats the name and adds nothing. The five rows correspond to five country offices receiving the same analytical service. One action, with the countries as scope and a description that states what the analyses contain.
Regla o criterio	Regla 2. El país no divide la acción
PROPOSED RECORD · Dashboard 3.0
Action	Production of the Power of Data analyses for country offices
Description	Preparation and delivery of the Power of Data analyses to the requesting country offices and their national counterparts, covering the use of new data sources for development decision making. The action leaves a delivered analysis per country.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Colombia, Costa Rica, Dominican Republic, Paraguay, Uruguay
Recipient	Country offices and national counterparts using the analyses
Result or deliverable	Data analyses delivered to the five country offices
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	Power of Data
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2620, 2623, 2624, 2625 y 2626. Dashboard 3.0 acción A-1495.

Ejemplo 4 · Telegraphic name with no verb and no result

CURRENT RECORD · Dashboard 2.0
Action name	SDGs – NDCs
Description as recorded	Sin dato
Rows in the base	4 rows, one per country (IDs 2750, 2886, 2887, 2888)
DIAGNOSIS
Qué falla	The name is a pair of acronyms. It does not say what service was provided, who received it, or what was left installed. A reader outside the team cannot classify it. The action must be named with an action noun and completed with a recipient and a deliverable.
Regla o criterio	Umbral de materialidad y unidad de propósito
PROPOSED RECORD · Dashboard 3.0
Action	Technical assistance for the alignment of SDGs and Nationally Determined Contributions
Description	Support to planning and climate institutions for the analysis of the alignment between the national SDG framework and the Nationally Determined Contributions. The action leaves an alignment analysis adopted by the counterpart.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Colombia, Dominican Republic, El Salvador, Guatemala
Recipient	Planning and climate institutions
Result or deliverable	Alignment analysis delivered and adopted by the counterparts
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Environment Team
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2750, 2886, 2887 y 2888. Dashboard 3.0 acción A-1503.

Ejemplo 5 · Concept recorded as an action

CURRENT RECORD · Dashboard 2.0
Action name	Acceleration pathways
Description as recorded	Exploring next steps for acceptance pathways
Rows in the base	1 row (ID 2748)
DIAGNOSIS
Qué falla	The name is a concept and the description announces an exploration. Neither states a service or a closing point. If the work produced an approach that country offices can use, that is what should be recorded. If it did not, this is an internal reflection and it is not an action.
Regla o criterio	Regla 4. Umbral mínimo de materialidad
PROPOSED RECORD · Dashboard 3.0
Action	Development of the acceleration pathways approach for SDG integration
Description	Definition of the acceleration pathways approach and of the next steps agreed with the country offices and the national planning institutions that will apply it. The action leaves a defined approach with an agreed roadmap.
Service type	Strategic thinking and thought leadership (F01)
Country, countries or region	Aruba
Recipient	Country offices and national planning institutions
Result or deliverable	Acceleration pathways defined with next steps agreed
Origin	Supply
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2748. Dashboard 3.0 acción A-1487.

Ejemplo 6 · Tool named instead of the service delivered

CURRENT RECORD · Dashboard 2.0
Action name	SDG Rapid Assessment tools
Description as recorded	application of new integration tools
Rows in the base	1 row (ID 2621)
DIAGNOSIS
Qué falla	The record names an instrument. What the team did was to apply that instrument in a country office. The action is the application and its result is the completed assessment.
Regla o criterio	Unidad de propósito
PROPOSED RECORD · Dashboard 3.0
Action	Application of the SDG rapid assessment tools
Description	Application of the rapid assessment tools with the participating country office to establish a baseline for SDG integration. The action leaves the completed assessment in the hands of the office.
Service type	Research, data and knowledge products (F02)
Country, countries or region	Curaçao
Recipient	Country offices applying the assessment tools
Result or deliverable	Rapid assessments completed
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2621. Dashboard 3.0 acción A-1490.

Ejemplo 7 · Two services in one record, development and launch

CURRENT RECORD · Dashboard 2.0
Action name	Development and launch of SDG Integration Strategy for LAC
Description as recorded	Sin dato
Rows in the base	1 row (ID 111)
DIAGNOSIS
Qué falla	Formulating a regional strategy and launching it publicly are two different service types, strategic thinking on one side and advocacy and visibility on the other. When the launch is a single event within the same process it can stay as a milestone. When it involves its own communication products and audiences it becomes a second action. This record is kept as one because the launch had no separate product, and the criterion is made explicit in the description.
Regla o criterio	Regla 1. Un tipo de servicio por acción
PROPOSED RECORD · Dashboard 3.0
Action	Formulation and launch of the SDG Integration Strategy for Latin America and the Caribbean
Description	Formulation of the regional SDG Integration Strategy and its public launch. The launch is recorded as a milestone of this action because it did not generate communication products of its own. The action leaves an approved and publicly available strategy.
Service type	Strategic thinking and thought leadership (F01)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	UNDP LAC region
Result or deliverable	SDG Integration Strategy approved and publicly launched
Origin	Supply
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 111. Dashboard 3.0 acción A-1488.

Ejemplo 8 · Support to a person recorded without a deliverable

CURRENT RECORD · Dashboard 2.0
Action name	Support to the Regional Director on UN and Global Summits
Description as recorded	Provide advise and technical support to the Regional Director on matters related to the Summit of the Future, G20, APEC, SIDS, COP, among others.
Rows in the base	1 row (ID 2617)
DIAGNOSIS
Qué falla	Recurring advisory to a director could read as a permanent function. It qualifies as an action because it can be bounded by reporting period and because the technical inputs prepared for each summit process are identifiable products. The name is kept and the description is what makes the deliverable visible.
Regla o criterio	Unidad de propósito y unidad de tiempo
PROPOSED RECORD · Dashboard 3.0
Action	Strategic advisory to the Regional Director for UN and global summits
Description	Preparation of technical inputs and strategic advice for the participation of the Regional Director in the Summit of the Future, the G20, APEC, the SIDS conference and the COP processes during the reporting period. The action leaves a set of delivered inputs per process.
Service type	Strategic thinking and thought leadership (F01)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	RBLAC Regional Director
Result or deliverable	Technical inputs delivered for the Summit of the Future, G20, APEC, SIDS and COP processes
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Ongoing
Trazabilidad	Dashboard 2.0 ID 2617. Dashboard 3.0 acción A-1489.

Ejemplo 9 · Partnership recorded as work with a partner

CURRENT RECORD · Dashboard 2.0
Action name	Work with CAF on SDG Integration and Capacity Building around the 2030 Agenda
Description as recorded	Sin dato
Rows in the base	1 row (ID 117)
DIAGNOSIS
Qué falla	Working with a partner is not in itself a service. What was delivered here was a training programme built with CAF. The action is the training and the partner belongs in the fields of partner type and partner name.
Regla o criterio	Unidad de servicio
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of a capacity building programme with CAF on SDG integration and the 2030 Agenda
Description	Design and delivery of a training programme on SDG integration and the 2030 Agenda for CAF staff and country counterparts, developed jointly with CAF. The action leaves a completed programme with certified participants.
Service type	Capacity development and training (F05)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	CAF staff and country counterparts
Result or deliverable	Training programme delivered with certified participants
Origin	Supply
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	UNDP CAF partnership
Status	Closed
Trazabilidad	Dashboard 2.0 ID 117. Dashboard 3.0 acción A-1511.

Ejemplo 10 · Description that repeats the name

CURRENT RECORD · Dashboard 2.0
Action name	Capacity Building on Administration and Public Policy
Description as recorded	Capacity Building on Administration and Public Policy
Rows in the base	1 row (ID 2619)
DIAGNOSIS
Qué falla	The description repeats the name word for word. Forty two per cent of the base has no description at all and a repeated description is equivalent to an empty one. The description must state what was done and what was left installed, and it is where the recipient and the closing point become visible.
Regla o criterio	Campo de descripción obligatorio
PROPOSED RECORD · Dashboard 3.0
Action	Delivery of capacity building on public administration and public policy
Description	Delivery of a capacity building programme for public officials on public administration and public policy, within the cooperation with the national government. The action leaves a completed programme with a trained group of officials.
Service type	Capacity development and training (F05)
Country, countries or region	Cuba
Recipient	Public officials
Result or deliverable	Capacity building delivered with trained participants
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2619. Dashboard 3.0 acción A-1512.

Ejemplo 11 · Pilot recorded twice for the same country

CURRENT RECORD · Dashboard 2.0
Action name	Pilot of new integration tools
Description as recorded	Pilot of new integration tools in Aruba
Rows in the base	2 rows (IDs 2618 and 2622)
DIAGNOSIS
Qué falla	The same pilot was entered twice with small differences in wording. Under rule 6 an action that continues across periods keeps its identifier and is updated through the status field, it is not entered again. The two rows become one action covering the two territories where the tools were piloted.
Regla o criterio	Regla 2 y regla 6. Continuidad entre períodos
PROPOSED RECORD · Dashboard 3.0
Action	Piloting of the new SDG integration tools
Description	Piloting of the new SDG integration tools with the participating country offices, including the documentation of the results of each pilot. The action leaves tested tools with a documented record of their performance.
Service type	Innovation and digital transformation (F08)
Country, countries or region	Aruba, Trinidad and Tobago
Recipient	Participating country offices
Result or deliverable	Tools piloted with documented results
Origin	Supply
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 IDs 2618 y 2622. Dashboard 3.0 acción A-1514.

Ejemplo 12 · Record with no recipient and no scope

CURRENT RECORD · Dashboard 2.0
Action name	Provide support to update the National Development Strategy and the National Multi-Year Plan
Description as recorded	Sin dato
Rows in the base	1 row (ID 2749)
DIAGNOSIS
Qué falla	The record does not say which country, which institution or what was delivered. Support is not a service type, it is a way of describing availability. The action must name the technical assistance provided, the planning institution that received it and the instrument that was produced.
Regla o criterio	Unidad de destinatario
PROPOSED RECORD · Dashboard 3.0
Action	Technical assistance for the update of the National Development Strategy and the multi year plan
Description	Technical accompaniment to the national planning institutions in the update of the National Development Strategy and of the associated multi year plan. The action leaves both updated instruments delivered to the counterpart.
Service type	Policy advice and technical assistance (F04)
Country, countries or region	Dominican Republic
Recipient	Planning institutions
Result or deliverable	Updated national strategy and multi year plan delivered
Origin	Demand
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 2749. Dashboard 3.0 acción A-1505.

Ejemplo 13 · Record already well formulated

CURRENT RECORD · Dashboard 2.0
Action name	Mapping and systematizing regional and global tools on SDG integration collection.
Description as recorded	Sin dato
Rows in the base	1 row (ID 109)
DIAGNOSIS
Qué falla	The name identifies a single service type, a verifiable product and an implicit recipient. It only needs a description and the completion of the mandatory fields. This is the level of formulation the agent should aim for.
Regla o criterio	Cumple los cinco atributos
PROPOSED RECORD · Dashboard 3.0
Action	Mapping and systematization of regional and global SDG integration tools into a consolidated repository for country offices
Description	Identification and systematization of the regional and global tools available for SDG integration and their consolidation into a single repository accessible to country offices and regional teams. The action leaves an available repository.
Service type	Knowledge management, peer exchange and South-South cooperation (F06)
Country, countries or region	Latin America and the Caribbean (LAC)
Recipient	LAC country offices and regional teams
Result or deliverable	Repository of mapped SDG integration tools available to country offices
Origin	Supply
Lead team	SDG Integration
Focal point	[Team focal point]
Integrated work	Without integrated work
Parent project	No aplica
Status	Closed
Trazabilidad	Dashboard 2.0 ID 109. Dashboard 3.0 acción A-1513.

7. Observaciones sobre el formulario

Al construir las fichas aparecieron cuatro puntos que conviene resolver antes de abrir la carga del nuevo ciclo.

• La lista del campo Lead team tiene seis valores y los equipos que cargaron información en el ciclo anterior son ocho. Faltan SDG & Policy y SDG Integration, y el equipo de ambiente aparece en la base como LAC Environment Team. Conviene fijar la lista con los ocho nombres y usar el mismo texto en el campo Integrated work.
• El campo Period aparece en la definición de campos con el valor TBD. Sin ese campo resuelto, los equipos seguirán escribiendo el año dentro del nombre de la acción, como ocurre en varios registros del equipo de VIH y salud.
• El campo Recipient está definido como texto libre. Dado que es el atributo que sustituye a la duplicación por país, conviene acompañarlo de una lista sugerida de tipos de destinatario, por ejemplo oficina de país, institución nacional, gobierno subnacional, organización de la sociedad civil o audiencia regional, y dejar el texto libre para el nombre propio.
• El campo Funding type contiene dos entradas equivalentes, Cost Sharing y Cost sharing, que el sistema tratará como categorías distintas. Conviene unificarlas antes de abrir la carga.

8. Fuentes

• PNUD SIGOB. Definición de acción para el Dashboard Regional 3.0. Componente 1, Producto 1.
• Dashboard3.0. Acciones del Dashboard 2.0 reescritas según la definición de acción. Matriz de 1.958 registros y 1.514 acciones consolidadas.
• Campos BD Dashboard 3.0. Definición de campos, listas de valores y campos obligatorios.
• Consolidado de actividades del Dashboard 2022 a 2025, base de origen del Dashboard 2.0.