Partners
Implementing Partner Onboarding Checklist
Office of the U.S. Global AIDS Coordinator and Health Diplomacy, U.S. Department of State
Onboarding Steps
- Complete the user access request with accurate organization details
- Finish required security training modules
- Confirm reporting roles with the mission activity manager
- Submit a test narrative in the training environment when directed
- Verify annex upload permissions before the first live cycle
Common Delays
Mismatched email domains, incomplete supervisor approvals, and skipped training modules are the most frequent blockers.
Support
Open a FACTS Info help ticket for access delays and include your organization name, requested role, and request ID.
Who uses this checklist
New implementing partners receiving FACTS Info accounts and reporting roles for the first time.
Core checklist items
- Complete required access and MFA enrollment.
- Confirm mechanism / country assignments with the agency focal point.
- Review data-use and user-access policies under Resources.
- Complete introductory reporting training before the first data lock.
Help
Onboarding questions: factsinfosupport@state.gov.