User Tagging

Overview

The User Tagging screen allows the Microplan Admin to assign registered users to specific roles for the microplan being configured. These users will be responsible for approvals, data validation, and operational tasks.

User assignments are restricted to:

• Users uploaded through User Management (Bulk Upload)

• Jurisdictions selected during the Boundary Selection step

Steps

Step 1: Understand Available Roles

Each microplan includes the following configurable roles:

• National Microplan Estimation Approver

• National Facility Catchment Assigner

• National Population Data Approver

• Microplan Estimation Approver

• Facility Catchment Assigner

• Population Data Approver

Each role has:

• Its own assignment screen

• Its own user list

• Jurisdiction-specific tagging rules

Important: Assigning users to national-level roles is mandatory.

Step 2: Open the Role Assignment Screen

1. Navigate to the Assign button for the applicable role in the User Access Management screen. For example, click on the Assign National Microplan Estimation Approver button.

A pop-up window opens where you can assign or unassign users.

Step 3: Search for Available Users

The system automatically:

• Fetches users registered under the selected role.

• Filters users based on:

  • Role

  • Selected jurisdiction boundaries

How Search Works (System Behaviour)

• The search request is made via /health-hrms/employees/_search, using roles as query parameters (e.g., roles: ROOT_PLAN_ESTIMATION_APPROVER). This returns all registered users with the specified role.

• When the page loads, a request to /plan-service/employee/_search retrieves all users currently assigned to the current microplan.

Step 4: Assign a User

To assign a user to the microplan:

1. Locate the user from the available list.

2. Click Assign.

What Happens in the Background

• Upon clicking the assign button, the userServiceUuid from the search response (/health-hrms/employees/_search) is used as the payload, along with the jurisdiction and role. For the National Microplan Estimation Approver role, the jurisdiction is pre-selected as the national level by default.

• For other roles, the jurisdiction is automatically pre-selected based on the boundaries set in the Boundary Selection screen. This information is then sent to /plan-service/employee/_create to assign the user to the current microplan.

Jurisdiction Rules

• National roles: Jurisdiction is automatically set to the national level.

• Other roles: Jurisdiction is automatically derived from the boundaries selected in the Boundary Selection step.

Once saved, the user becomes officially assigned to the microplan.

Step 5: Unassign a User

To remove a user from the microplan:

1. Click Unassign next to the assigned user.

2. Confirm the action.

What Happens in the Background

Clicking the unassign button sets the active attribute of PlanEmployeeAssignment to false via /plan-service/employee/_create, updating the microplan accordingly.

Step 6: Repeat for Other Roles

The process is identical for all roles:

1. Open the role screen.

2. Search available users.

3. Assign or unassign as required.

4. Ensure jurisdiction alignment.

5. Save changes.

API Details

URL	Role
/plan-service/employee/_search	MICROPLAN_ADMIN
/health-hrms/employees/_search	MICROPLAN_ADMIN
/plan-service/employee/_create	MICROPLAN_ADMIN