Standard guidance

Use this section to find guidance on how to publish and interpret data on specific topics according to the IATI Standard.

The new guidance pages were created through a consultation process and the IATI Technical Team is working to update the older ones. The ‘last updated date’ will tell you when the latest change was made. If you have any feedback please raise it here or e-mail [email protected].

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September 19, 2019

Activity budgets

Activity budgets hold the total funding expected to be spent as part of an activity. It is recommended that each activity with planned spending that is published to IATI includes one or more budgets.

September 19, 2019

Additional activity classifications

Using the IATI Standard, publishers can assign different classifications to their data. These help users to understand what type of financing it is and how it can be used.

September 19, 2019

Activity dates and status

Each activity published to IATI should specify the time period in which the activity took place. Both the planned and actual dates of an activity can be provided.

September 19, 2019

Activity geography

Each activity published to IATI must specify where the activity is taking place, or the place that will benefit from the activity. This can include the countries or regions.

September 19, 2019

Activity participants

In IATI data, each organisation publishes from its own perspective and includes details of organisations it is working with.

September 19, 2019

Activity thematic focus (sectors)

Each activity published to IATI must provide details of the thematic focus of the activity. The themes must be explained in code, and then further details can be provided in a written description.

September 19, 2019

Budgets (overview)

There are two types of budget that every organisation publishing to IATI should provide: the total budget for an organisation, and a budget for each individual activity.

October 15, 2015

Conditions

IATI asks publishers to declare any conditions or specific terms that are attached to their activities.

September 19, 2019

Geography - countries and regions

Each activity in IATI should specify the country (e.g. China) in which the activity is taking place, or the places that will benefit from the activity.

June 18, 2018

Country budget alignment

This guidance outlines how IATI activities can be structured to enable country budget and aid alignment.

April 27, 2020

COVID-19 related data

Following a `consultation with IATI’s community this guidance has been updated to provide recommendations on how to publish data on COVID-19 using the IATI Standard.

February 3, 2015

CRS and FSS

Publishing CRS and FSS data is only relevant to organisations that actively report to CRS++ and/or the OECD DAC Forward Spending Survey

September 19, 2019

Financial transactions

Each activity in IATI should contain a record of how the activity is being financed and how the finance is being used. Each incoming and outgoing fund is published as a transaction.

September 14, 2016

Humanitarian reporting

Please also see the Humanitarian Reporting Guidelines which are currently on the IATI Community Discuss Forum.

September 19, 2019

Organisation budgets and spend

An organisation budget is a total planned budget for an organisation for a given time period, and these can be broken down into different programmes or areas of work.

August 5, 2015

Related data

Within the IATI activity standard it is possible to express relations between ``iati-activity`` records across different publishers / ``reporting-org``.

September 19, 2019

Related documents

Further information about an organisation or activity can be provided by using the **document-link** element.

October 23, 2015

Results

The **IATI activity standard** enables the publishing of information on measurable results from an ``iati-activity``, through use of the ``result`` element.

September 25, 2019

Sustainable Development Goals (SDGs)

Guidance on how to use the IATI Standard for publishing and using data on the Sustainable Development Goals (SDGs).

December 3, 2015

Self-defined vocabularies

For several elements in the IATI activity and organisation standards, organisations can provide a code from their own codelist. For example, organisations can choose a 5-digit DAC sector code as well as a sector code they use internally.

September 19, 2019

Geography - sub-national locations

The sub-national location/s of an activity can be described in a number of ways. The primary way is through geographic coordinates.

September 19, 2019

Geography - sub-national locations (all elements)

This table lists all elements that can be included in the location element.