Data Management

Overview

The Data Management step helps you upload the core data required to build a microplan. It consists of two substeps:

1. Population Upload

2. Facility Upload

Both uploads are validated by the system before you can proceed.

Steps

Step 1: Upload Population Data

This step captures population details for the selected campaign boundaries.

1. Download the Population Template

• Click Download Template to get the Excel file.

• The template is auto-generated based on the boundaries selected in the Boundary Selection step.

• Each tab in the file corresponds to a selected district.

2. Fill in the Population Details

• Mandatory fields:

  • Total Population

  • Target Population (Values must be whole numbers.)

• Latitude & Longitude (if provided):

  • Must be in Degree Decimal or Degree Minute Seconds format.

3. Upload the Filled File

• Drag and drop the Excel file or browse to upload it.

• The system automatically validates the data after upload.

Step 2: Upload Facility Data

This step captures facilities or points of service for the campaign.

1. Download the Facility Template

• Click Download Template to get the Excel file.

• The template includes:

  • A Boundary Code sheet listing village-level boundary codes selected earlier.

2. Fill in Facility Details

• All fields are mandatory, except:

  • Latitude

  • Longitude

• Latitude & Longitude (if provided) must follow supported coordinate formats.

3. Upload the Filled File

• Drag and drop the file or browse to upload.

• The system validates the uploaded data automatically.

Step 3: Review and Fix Errors (If Any)

Validation and Error Handling

• If errors are found:

  • An Error column is added to the Excel sheet.

  • Each row displays the issue next to the incorrect data.

Preview Errors

• Click View Error to preview the file and review highlighted issues.

Re-upload Corrected File

• Download the validated file.

• Fix the errors.

• Re-upload the corrected file.

Processing continues only when a valid file with no errors is uploaded.

Important Warnings:

Boundary Selection Change

• If you navigate back to the Boundary Selection screen:

  • All uploaded Population and Facility files are discarded.

  • A warning message is shown before you proceed.

Schema-Based Generation & Validation

• Templates and validations are driven by MDMS schemas:

  • Generation: Schema fields are converted into Excel columns.

  • Validation: Uploaded data is validated against the schema.

• Additional custom validations ensure overall data integrity.

Localisation & UI Support

• All labels, instructions, and error messages are fully translatable.

• File uploads support:

  • Drag-and-drop

  • Browse-to-upload

• Validation ensures:

  • Required fields are filled

  • Data formats are correct before proceeding

API Endpoints

Endpoint	Method	Payload
/project-factory/v1/project-type/search	POST	{ "tenantId": "mz", "ids": [ "2a2491a7" ], "pagination": {}, "RequestInfo": {} }
/plan-service/config/_search	POST	{ "PlanConfigurationSearchCriteria": { "tenantId": "mz", "id": "660fb389-5e60-4c43-b6ce-b1c109b23f54" } ,"RequestInfo": {} }
/project-factory/v1/data/_create	POST	{ "ResourceDetails": { "type": "boundaryWithTarget", "hierarchyType": "MICROPLAN", "tenantId": "mz", "fileStoreId": "29e31558-24ce-4efb-8102-cfa92961efdd", "action": "validate", "campaignId": "8c413d61-c411-4c33-b6eb-76ea005a84c9", "additionalDetails": { "source": "microplan" } }, "RequestInfo": {} }
/project-factory/v1/data/_search	POST	{ "SearchCriteria": { "id": ["08bb247d-364a-4b44-b0a9-d8efeee5a6a4"], "tenantId": "mz", "type": "boundaryWithTarget" }, "RequestInfo": {} }
/project-factory/v1/project-type/update	POST	{ "CampaignDetails":{"id":"8c413d61-c411-4c33-b6eb-76ea005a84c9","tenantId":"mz","status":"drafted","action":"draft","campaignNumber":"CMP-2024-12-03-006616","isActive":true,"parentId":null,"campaignName":"Malaria-Bednet Campaign-Fixed Popp0099","projectType":"LLIN-mz","hierarchyType":"MICROPLAN","boundaryCode":"MICROPLAN_MO","projectId":null,"startDate":1735810905674,"endDate":0,"additionalDetails":{"source":"microplan","disease":"MALARIA","resourceDistributionStrategy":"MIXED"},"resources":[],"boundaries":[],"deliveryRules":[],"auditDetails":{"createdBy":"f4f36858-0e9e-4150-a37f-444b90995e7c","lastModifiedBy":"f4f36858-0e9e-4150-a37f-444b90995e7c","createdTime":1733218905816,"lastModifiedTime":1733218919304}},"RequestInfo":{}}
/plan-service/config/_update	POST	`{"PlanConfiguration":{"id":"660fb389-5e60-4c43-b6ce-b1c109b23f54","tenantId":"mz","name":"Malaria-Bednet Campaign-Fixed Popp0099","campaignId":"8c413d61-c411-4c33-b6eb-76ea005a84c9","status":"DRAFT","files":[],"assumptions":[],"operations":[],"resourceMapping":[],"auditDetails":{"createdBy":"f4f36858-0e9e-4150-a37f-444b90995e7c","lastModifiedBy":"f4f36858-0e9e-4150-a37f-444b90995e7c","createdTime":1733218906001,"lastModifiedTime":1733218924572},"additionalDetails":{"key":"2"},"workflow":null},"RequestInfo": {} }