Microplanning - Functional Specifications

1. Purpose

The Microplanning module enables planning, validation, approval, and finalisation of campaign resource estimates (e.g., bednets, SPAQ) at the village level, based on approved population data and facility-to-village catchment mapping. The module supports hierarchical workflows across administrative levels with full auditability.

2. Scope

In scope:

• Facility/POS to village catchment mapping

• Microplan estimation generation

• Validation, approval, and correction workflows

• Finalisation and download of microplan estimates

• Geo-spatial visualisation of villages and facilities

Out of scope:

• Campaign execution and logistics setup

• Population data creation (only consumption of approved data)

3. User Roles

• Population Data Approver (National): Approves population data required for mapping and estimation

• Facility Catchment Assigner / Mapper: Maps villages to facilities/POS

• Microplan Approver: Validates, customises, and approves microplan estimations

• Microplan Viewer: View-only access to validated microplans

4. Preconditions & Validations

• Population data must be approved at the national level before:

  • Facility catchment mapping

  • Microplan estimation workflows

• Facility-to-village mapping must be finalised before:

  • Geo-spatial views

  • Microplan validation and approval

5. Functional Overview

5.1 Facility Catchment Mapping

Landing Dashboard

• Displays all facilities/POS within the user’s administrative boundary

• Summary cards:

  • Villages with mapped facilities

  • Facilities with mapped villages

• Search and filter facilities by type, status, fixed post, and residing village

Unassigned Villages

• Lists villages not mapped to any facility

• Mapper can assign one or more villages to a selected facility

• Optional distance input (numeric only)

• Confirmation required before assignment

Assigned Villages

• Lists villages already mapped to a facility

• Mapper can unassign villages (with confirmation)

Finalisation

• The national-level assigner can finalise mapping

• Enabled only when all campaign villages are mapped

• Post-finalisation: mapping becomes read-only

• Triggers microplan estimation

5.2 Microplan Estimation

• System generates village-level estimates based on:

  • Approved population data

  • Campaign configuration

  • Facility mapping (for HR estimation only)

• Supports multiple campaign types (e.g., Bednet, SMC)

5.3 Microplan Validation & Approval

Landing Dashboard (Approver)

• Villages grouped by status:

  • Pending validation

  • Validated

  • Pending approval

• Hierarchical visibility across parent/child boundaries

• Filters by boundary, facility, and village attributes

Actions

• Validate microplan estimates (bulk supported)

• Customise estimation assumptions

• Send estimates for approval

• Approve estimates (hierarchical)

• Send back for correction (with mandatory comment)

Workflow Rules

• Validation moves villages to “Validated” state

• Customisation requires approval by the higher hierarchy (except national)

• National approver can directly save assumption changes

5.4 Finalisation of Microplan

• National Microplan Approver can finalise the microplan when:

  • Pending validation = 0

  • Pending approval = 0

  • All villages validated

• Post-finalisation:

  • Microplan becomes read-only

  • Estimations available for Excel download

5.5 Geo-spatial Visualisation

• Map-based view of villages and facilities

• Boundary-based filtering

• Toggle layers: villages, facilities/POS

• Tooltips show key estimation and capacity data

6. Data & Metrics

Fixed Data Points

• Administrative boundaries

• Approved population and target population

• Assigned facility/POS

• Village attributes (road, terrain, security – if available)

Metrics

Bednet Campaign

• Target population

• Households

• Bednets and bales required

SMC Campaign

• Target population (3–11 months, 12–59 months)

• SPAQ blisters (with/without buffer)

7. Audit & Traceability

• Comment Logs: Action, user, role, timestamp, comment

• Change Logs: Assumption changes, old vs new values, timestamp

• All state transitions are recorded and visible to authorised users

8. Permissions & Controls

• Actions restricted by role and administrative boundary

• Finalised data is strictly read-only

• All destructive actions require confirmation

9. Outputs

• Downloadable microplan estimation (Excel)

• Read-only dashboards for viewers and post-finalisation users