Campaign & Country Specific Configuration

Steps to configure HCM to campaign and country needs

Overview

This page covers the steps to configure HCM for a campaign. Every new campaign in a country or province will ideally require a few configurations to be done on the basic HCM application to cater to the exact needs of the campaign.

Steps

1

Install the application

Follow the steps given here to install the app. Refer to this video for easy installation.

Once the application is installed, you will have access to the admin console and workbench using which a campaign can be configured to the needs of the country and campaign.

2

Load the new boundary hierarchy/boundary

• Each country will have its boundary hierarchy, which must be configured using the console/workbench feature. Refer to the documentation for the steps. The login URL will be the <domain configured during the installation>/workbench-ui/employee/user/language-selection

• After the hierarchy has been configured, the boundary master data will be uploaded.

3

Setup a campaign and related master data using HCM Console

• Refer to this document for steps to use the console for campaign setup

• Set up users for various roles

• Set up all other masters for HCM

4

Setup configuration parameters for the App

• Use the workbench link to configure the parameters per the instructions given on this page.

5

Change the labels and messages as per campaign needs

• Login to the workbench URL, select the localisation option, and appropriately change the values for the keys. Refer to this document for instructions.

• These localisation changes will apply to both the web and the mobile application.

6

Make the APK as per the new configuration

• Once the master data and language configuration, including loading of values, are done, you are ready to make an APK.

• Follow the steps mentioned here to make the APK, which can then be installed on your Android device.

7

Install the APK on a device and make it ready for use

• Download and install the APK on the device.

• Enable the permissions to run background services.

• Enable the permission to access the camera.

• Enable location permissions.

• Check for the other recommended prerequisites mentioned below

  i. ​RAM: Recommended is 6 GB, and minimum is 4 GB.

  ii. Processor: Octa-core processors.

  iii. Battery: Minimum 5000 mAh.

• The higher the mAh, the better it is. Battery consumption is heavily dependent upon phone searching, network searching, and GPS usage.

iv. Screen: Generally, the bigger the better for the field teams, but a minimum 6.5-inch screen size is recommended.

v. Storage: Minimum 32 GB. Typically, 4 GB or 6GB RAM phones are available with more than 32 GB of storage.

8

Log in to the new application on the device

• Click on the icon with the name HCM to open the application.

• Login using the user credentials created using the console.

9

Log in to the web application

• Use the domain URL configured while installing to log in to the web application.

• Select the language of your choice.

• You can use the user credentials configured using the console.

• Once logged in you can see the menu options are per the roles assigned to this user.

10

Configure the dashboard

• Kibana will be installed as part of the installation. Visualisations relevant to the campaign can be added to the dashboard by following the steps mentioned here.

• Follow the Kibana help documents for adding new charts and graphs.

• Log in to the web application using the dashboard role the user created as part of Step 1.