The Upload Resource Details flow enables users to upload all data required to configure a campaign. This process consists of three mandatory uploads followed by a summary and validation step:
Target Data Upload
Facility Data Upload
User Data Upload
Upload Summary & Validation
Each upload uses system-generated Excel templates to ensure data consistency and correctness.
Steps
Step 1: Upload Target Data
When this appears:
After the user selects campaign boundaries.
Download Template
Click Download Template to download an Excel file.
The file contains:
ReadMe sheet
Boundary Data sheet
District-level sheets (lowest boundary level)
Users must enter target values at the lowest boundary level.
Upload & Validate
Upload the completed Excel file.
The system performs validation.
Once validation is successful:
The user can proceed to the next step.
The uploaded file can be deleted if required before moving forward.
Step 2: Upload Facility Data
When this appears:
After a successful Target Data upload.
Download Template
Click Download Template to download an Excel file containing:
ReadMe sheet
Facility sheet
Boundary Data sheet
Users must:
Refer to the boundary codes from the Boundary Data sheet.
Fill facility details mapped to valid boundary codes.
Upload & Validate
Upload the completed Facility Excel file.
The system validates facility data before allowing the user to continue.
Step 3: Upload User Data
When this appears:
After the Facility Data upload.
Download Template
Click Download Template to download an Excel file containing: