Terms of Reference Records

Terms of Reference ( ToR ) define the matters that must be addressed and taken into consideration within the strategy. In other words, they establish a framework for the strategy.

After clicking the "New" button, you can begin defining the basic framework of your strategy under the "Terms of Reference" tab.

Category Selection

You must define a category for your Terms of Reference record by selecting one of the following categories.

In this way, you can add multiple Terms of Reference (ToR) records.

• Background: The underlying circumstances of this strategy.
• Purpose: The reason for creating the strategy.
• Scope: The area covered by the strategy.
• Assumptions: The assumptions made for the execution of this strategy.
• Constraints: The limitations affecting strategy execution.

Adding Text and Images

In addition to adding text, you can also insert images.

To add an image, you must click the "Insert Image" icon.

You can add images using two methods:

1. Entering the image URL
2. Selecting from system documents

Entering the Image URL

To add an image directly from the Internet, you must enter the image URL, commonly referred to as its web address.

Selecting from System Documents

First, you must upload the image to the system documents.

You can upload files under the "Documents" menu.

You can then add the image using its Document ID.

When you click the "Insert Image" icon, a system message explains how the Document ID should be entered.