Microplan Estimation Approval
Overview
The Microplan Estimation Approver plays a critical role in ensuring the accuracy and approval of resource estimation for health campaigns. This user is responsible for reviewing the resource estimations generated by the system, validating assumptions, and approving or rejecting the final microplan estimations. The goal is to ensure that the estimated resources (e.g., vaccines, bednets, medical personnel) align with the actual needs of the campaign, based on the validated population and facility data.
Responsibilities:
Review and validate resource estimation formulas.
Approve or reject microplan resource estimations.
Adjust estimation parameters and assumptions if necessary.
Ensure that the approved resource estimation aligns with the campaign's needs.
Steps
Workflow for Microplan Estimation Approver Flow
This section details the steps in the microplan estimation approval process.
Step 1: Log in to the Platform
Actor: Microplan Estimation Approver
Objective: Access the microplan estimation dashboard.
Process: The microplan Estimation Approver logs into the platform using their credentials, granting access to the estimation review and approval module.
Outcome: The system displays a list of microplans that require review, with detailed estimations ready for approval.
Step 2: Review Resource Estimation
Actor: Microplan Estimation Approver
Objective: Review the resource estimations generated by the system for the current campaign.
Process:
The system presents the resource estimation calculations based on the uploaded population and facility data.
The estimations are divided into key resources such as:
Vaccines: Estimated based on population size and target population.
Bednets: Calculated for campaigns like malaria prevention.
Personnel: Estimated based on the required workforce for each facility and catchment area.
Outcome: The microplan estimation approver has a comprehensive overview of the resources estimated for the campaign, with breakdowns by resource type.
Step 3: Review and Validate Assumptions
Actor: Microplan Estimation Approver
Objective: Ensure that the assumptions used for resource estimations are accurate and reasonable.
Process:
The system displays key assumptions that drive the resource estimation formulas, such as:
Target Population: Number of people eligible for the intervention (e.g., children aged 3-11 months for SMC campaigns).
Resource Allocation: Number of resources (e.g., bednets, vaccines) per person or household.
Distribution Strategy: House-to-house, fixed post, or a combination of both.
The approver cross-checks these assumptions with known data and campaign requirements.
If any assumptions seem inaccurate or unreasonable, the Microplan Estimation Approver can modify assumptions for list of specific boundaries
Outcome: The assumptions used for resource estimation are validated, and any necessary corrections are made.
Step 4: Approve or Reject the Microplan Estimation
Actor: Microplan Estimation Approver
Objective: Make the final decision to approve or reject the resource estimation for the campaign.
Process:
After reviewing the resource estimation, the Microplan Estimation Approver selects Approve or Reject.
Approve: Confirms that the estimation is valid and the required resources are accurately calculated. Once approved, the estimation becomes final and is locked for campaign execution.
Reject: If the estimation is inaccurate, the approver provides feedback and requests a re-evaluation of the data or assumptions.
The system prompts the approver to provide reasons for rejection, which are communicated to the appropriate team for corrections.
Outcome: Once approved, the resource estimation is finalized, and the required resources are allocated for the campaign. If rejected, the estimation returns to the appropriate team for review and modification.
Web Sequence Diagram
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