Validate & Approve Estimates

Roles involved:

• Microplan Estimation Approver

• National Microplan Estimation Approver

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Step 1: Select Language and Log In

1. Select your preferred language.

2. Click Continue to open the login page.

3. Enter the following details: Username, Password and City

4. Click Login.

📌 Note: User accounts are created by the system administrator and shared with users based on their assigned roles.

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Step 2: Access Assigned Microplans

1. After logging in, you will land on the Home Page.

2. Navigate to the My Microplans section.

3. You will see a list of microplans assigned to you.

4. Select the microplan for which you want to validate and approve estimates.

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Step 3: Open Estimation Validation Activity

1. After selecting a microplan, you will be redirected to the Activity Selection screen.

1. Click Validate & Approve Microplan Estimations.

📌 This is the final activity required before the microplan can be executed.

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Step 4: Review Estimation Validation Dashboard

You will be redirected to the Microplan Estimation Validation Dashboard, which lists all villages under your jurisdiction.

Dashboard Filters

• Administrative hierarchy/area – filter villages by location

• Assignment

  • Assign to Me

  • Assign to All

• Status

  • Pending for Validation – villages yet to be validated

  • Validated – villages already validated

Dashboard Table

• Displays estimation data for villages under your jurisdiction

• Columns vary based on:

  • Campaign type

  • Distribution strategy

• Includes villages assigned to you, your subordinates, or supervisors

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Step 5: Validate Microplan Estimates

1. Review the estimation values for villages under Pending for Validation.

2. Select one or more villages with correct estimates.

3. Click Validate.

1. (Optional) Enter comments or reasons for validation.

2. Confirm the action.

✅ The selected villages move from Pending for Validation to Validated status.

📌 All actions are logged and visible through Status Logs.

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Step 6: View Status and Change Logs

• Click Status Logs for any village to view:

  • Current status

  • The user who made the change

  • Date and time of the action

  • Associated comments

  

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Step 7: Send Estimates Back for Correction (If Required)

(For superior or national approvers)

1. Review villages already validated by subordinates.

2. If estimates are incorrect:

   • Select the villages.

   • Click Send Back for Correction.

   
3. (Optional) Add a comment or reason.

4. Confirm the action.

🔄 The villages are sent back to the previous approver for correction.

📌 All send-back actions are recorded in Status Logs.

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Step 8: Finalise Microplan Estimation (National Role Only)

Once all villages under the campaign boundary are validated:

1. Log in as National Microplan Estimation Approver.

2. Click Proceed to Finalise Microplan Estimation.

1. Review the confirmation warning.

2. Click I Want to Finalise to confirm.

⚠️ After finalisation, estimates cannot be edited.

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Step 9: Completion

• A confirmation screen indicates that the microplan estimation has been successfully finalised.

• Click Go Back to Home to return to the My Microplans dashboard.

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Step 10: Download Finalised Estimation

• Once finalised, the microplan appears with a Download Estimation option.

• Click Download Estimation to download the microplan estimates as an Excel file.