User Tagging

The User Tagging Screen allows the Microplan admin to tag available users to the microplan currently being set up, assigning them specific tasks and responsibilities.

The different roles involved in the various parts of the microplan are:

1. National Microplan Estimation Approver

2. National Facility Catchment Assigner

3. National Population Data Approver

4. Microplan Estimation Approver

5. Facility Catchment Assigner

6. Population Data Approver

Each role has its own user list (uploaded through User Management Bulk Upload), and the available jurisdictions is based on the boundaries selected in the Boundary Selection screen.

Note:

Each role will have its own screen. Here, we use the National Microplan Estimation Approver role as an example for assigning and unassigning users.

National microplan estimation approver

This screen is for assigning National microplan estimation approver to the current microplan.

Once the system administrator clicks on the ‘Assign National Microplan Estimation Approvers’ button, he/she will be prompted a pop-up to assign the users with ‘National Microplan Estimation Approver’ role to the ongoing microplan.

Here, the system admin will be able to assign/unassign a user to the ongoing microplan.

Search, Assign, Unassign Implementation

Search 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.

Assign 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.

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

API Flow:

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

The process for assigning users to each role is the same: open the roles screen and assign registered users within the appropriate jurisdiction.

Note:

Assigning users to national roles is mandatory