System Admin Flow

Create/Update Microplan

System Administrator Flow

The System Administrator is responsible for setting up the entire microplanning platform, which includes defining campaign boundaries, configuring facilities, and assigning roles. This user operates at the national or country level and ensures all configurations align with campaign objectives.

Steps

  1. Capture Campaign Details:

    • Actor: System Administrator/Program Manager

    • Objective: Configure campaign information.

    • Process:

      • Select Disease: Choose the disease for the campaign (e.g., malaria).

      • Campaign Type: Select from options like Bednets or SMC (Seasonal Malaria Chemoprevention).

      • Resource Distribution Strategy: Choose between Fixed post, House-to-House, or a combination of both.

      • Next/Back: Proceed to the next screen or return to the previous step.

    • Validation:

      • All fields are mandatory before proceeding.

  2. Naming the Microplan:

    • Actor: System Administrator/Program Manager

    • Objective: Assign a unique name to the microplan.

    • Process:

      • Auto-Suggested Name: The system provides a default name based on the format: Country-Disease-CampaignType-MonthLast2DigitsOfYear.

      • User Input: Option to modify the name while following a strict naming convention.

    • Validation:

      • The name must be unique and follow specific guidelines (e.g., minimum 3 characters, no special characters except _() ).

  3. Select Campaign Boundaries:

    • Actor: System Administrator/Program Manager

    • Objective: Choose the geographic administrative boundaries (country, province, district, village, etc.).

    • Process:

      • Multi-Select Dropdowns: Select from a multi-select list of administrative divisions.

      • Validation: All fields are mandatory.

  4. Upload Population Data:

    • Actor: System Administrator/Program Manager

    • Objective: Upload population data required for resource estimation.

    • Process:

      • Download Template: Download a pre-configured Excel template.

      • Input Data: Enter total and target population, village coordinates, etc.

      • Upload: After filling in the template, upload it back to the system.

    • Validation:

      • Ensure data integrity (e.g., total population must be greater than zero, population data must be whole numbers).

  5. Upload Facility Data:

    • Actor: System Administrator/Program Manager

    • Objective: Set up facilities to be used during the campaign.

    • Process:

      • Download Facility Template: Fill out the downloaded template with facility details (e.g., facility type, capacity, geographic coordinates).

      • Upload and Validate: Once filled, upload the template.

    • Validation:

      • Mandatory fields such as facility name, type, and capacity must be filled in.

  6. Manage Microplan Assumptions:

    • Actor: System Administrator/Program Manager

    • Objective: Configure assumptions for calculating required resources.

    • Process:

      • Set parameters like population density and distribution strategy.

    • Validation:

      • Input values must be numerical.

  7. Access Control and Role Configuration:

    • Actor: System Administrator

    • Objective: Define and assign roles and permissions (e.g., Data Collectors, Microplan Approvers).

    • Process:

      • Configure roles and assign them to specific users.

      • Define user boundaries and access hierarchies.

Web Sequence Diagrams

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