Technical Release Summary

Plan Service

Plan configuration

• Upload Data: Upload population and facility data required for census data approval, facility catchment and resource estimates. This data can be provided in the format of .xlsx (Excel)

  Note: While uploading data, it is important to note that location coordinates (latitude and longitude) are not mandatory for microplanning.

• Assumptions Configuration:

  Assumptions Configuration: Configure assumptions essential for the microplanning estimation processes. These assumptions might include demographic factors, resource availability, and operational constraints.

• Formula Configuration:

  Set up the formulae to calculate estimated resources, such as human resources, commodities, and budgets. This includes human resources, commodities, and budgets.

Plan estimates

• Activity Management: Define and manage the sequence and dependencies of activities required for a campaign.

• Resource Estimation: Saves the necessary resources for each activity, ensuring that all required materials and personnel are planned.

• Condition Monitoring: Set and monitor conditions that must be satisfied for activities to commence, ensuring the right prerequisites are met.

• Target Setting and Tracking: Define performance targets against these metrics to ensure campaign goals are met.

• Output Generation:

  Generate and save microplans.

Plan employee assignment features

• Hierarchical Assignment: Assign employees to roles based on different hierarchy levels (e.g., Province, District, or Village).

• Role Definition: Specify roles for employees, such as PLAN_ESTIMATION_APPROVER, to clearly define their responsibilities within the microplanning process.

• Jurisdiction Mapping: Link employees to one or more jurisdictions, ensuring operational clarity for each role and its geographical coverage.

Plan facility assignment feature

• Plan Configuration Association

  • The planConfigurationId links the facility mapping to a specific plan, allowing resources and operations to align with the corresponding microplanning requirements.

• Facility Details

  • The facilityId uniquely identifies a facility (e.g., health center, warehouse), providing precise mappings for service delivery or logistical purposes.

• Residing and Service Boundaries

  • Residing Boundary: Defines the geographical location or administrative boundary where the facility resides.

  • Service Boundaries: Specifies the areas serviced by the facility, supporting multi-boundary coverage.

• Custom Metadata (Extensibility)

  • The additionalDetails field allows for capturing detailed metadata about the facility, such as:

    • Facility type (e.g., "Warehouse").

    • Operational status (e.g., "Permanent").

    • Resource capacities (e.g., "Capacity: 500").

    • Fixed post status and population served.

Resource Estimation Service

• File Parsing and Resource Estimation:

  • The service processes multiple file formats (Excel, Shapefiles, GeoJSON) to estimate the resources required for a microplanning campaign.

  • It reads the input data, applies predefined assumptions and formulas, and calculates the necessary resources.

• Triggers for Plan-Facility Creation, Census Data Creation, and Plan Generation:

  • Plan-Facility Creation Trigger: When a facility file is uploaded, the service triggers the Plan-Facility Creation API from the project-factory. This ensures that the facilities are created based on the file contents.

  • Census Data Creation Trigger: When a population file is uploaded, the service triggers the Census Data Creation process. This involves reading the population file, processing the data, and updating the system with the relevant census information.

  • Plan Generation Trigger: After the census data is approved, the service reads the updated population file, updates the census data, and triggers the resource estimation and microplan generation based on the latest data detailing the necessary resources and their distribution for the campaign.

• Resource Mapping:

  • The service enriches the mapping of resource columns from the data upload to a predefined set of attributes required for each campaign. This ensures the resources are aligned with the necessary specifications.

• Upload Updated Result Sheet:

  • After the microplan is created and have gone through the estimation approval process, the updated approved resource estimations sheet is uploaded to the filestore and updated back into the plan configuration ensuring the latest version of the resource data is securely stored and accessible.

• HCM Console Integration:

  • The service integrates with the HCM Console, updating the project factory with the estimated resources. This ensures that the project factory always has the most accurate and up-to-date resource requirements for effective campaign planning and execution.

API List (New)

Service	API's	Description
Plan	/plan-service/plan/_create	Create microplan
	/plan-service/plan/_search	Search for microplans
	/plan-service/plan/_update	Update microplans with resources, targets etc.
	/plan-service/plan/bulk/_update	Bulk updates microplans for a workflow action
Plan configuration	/plan-service/config/_create	Create plan configuration with files, assumptions, hypothesis' and resource mappings
	/plan-service/config/_search	Search for plan configurations
	/plan-service/config/_update	Update plan configurations
Plan employee	/plan-service/employee/_create	Creates assignment mapping between plan and employee
	/plan-service/employee/_search	Searches assignment mapping between plan and employee
	/plan-service/employee/_update	Updates assignment mapping between plan and employee
Plan facility	/plan-service/facility/_create	Creates assignment mapping between plan and facility
	/plan-service/facility/_search	Searches assignment mapping between plan and facility
	/plan-service/facility/_update	Updates assignment mapping between plan and facility
Census	/census-service/_create	Creates census records for a particular boundary
	/census-service/_search	Searches census records
	/census-service/_update	Updates census records
	/census-service/bulk/_update	Bulk updates census records for a workflow action