My Microplan

Overview

This page displays a tailored list of microplans that the logged-in supervisor is tagged to. Supervisors can manage these microplans within their jurisdiction, ensuring campaign activities are effectively tracked and validated.

Key Features:

  • Microplans Access: Supervisors will see a list of microplans they are tagged to. This ensures that supervisors can only view and manage the microplans relevant to their role and responsibilities.

  • filterUniqueByPlanConfig Parameter: The filterUniqueByPlanConfig parameter is used here to return all the microplans associated with the logged-in supervisor. This guarantees that only relevant data is displayed.

  • Jurisdiction-Based Access: Supervisors have jurisdiction based on the hierarchy they belong to. For example, a district-level supervisor can access microplans for their district, while a province-level supervisor can access microplans specific to their province.

Sample Hierarchy


Administrative Boundary

Hierarchy

Highest Boundary

Country

Lower Levels

Province, District, Admin Post, Locality ( Lower Level Boundaries)


Interface Elements

Header Section

  • Title: My Microplans represents the section for managing microplans.

  • Tabs:

    1. All: Displays all microplans.

    2. Completed Setup: Lists microplans with finalized setup.

    3. Validation in Progress: Microplans undergoing validation.

    4. Microplan Finalised: Displays finalized microplans.

Search Functionality

  • Search Bar: Allows filtering microplans by name.

  • Clear Button: Resets the name search to display all microplans.


Microplan Table

The table lists the microplans in a tabular format. Each row represents a microplan, and the columns provide detailed information:

Column Name

Description

Name of Microplan

The unique identifier or descriptive name of the microplan.

Status

Indicates the current stage of the microplan (e.g., "Completed Setup," "Validation in Progress").

Campaign Disease

Specifies the target disease for the campaign (e.g., Malaria).

Campaign Type

Describes the nature of the campaign (e.g., "Bednet Campaign," "SMC Campaign").

Distribution Strategy

Outlines the delivery strategy (e.g., "Fixed Post & House-to-House," "Fixed Post").

Action

Provides actionable options, such as starting validation, editing, or downloading estimations.


Actions for Each Microplan

Status

Action

Description

Completed Setup

Start Validation

Initiates the validation process for the selected microplan.

Validation in Progress

Edit

Opens the microplan for modifications.

Microplan Finalised

Download Estimations

Allows downloading estimated data related to the finalized microplan.


Process Steps

Step 1: Access My Microplans

  • Objective: View and manage microplans.

  • Process: Navigate to the My Microplans section.

  • Outcome: A list of all microplans is displayed, with tabs for status-based filtering.

Step 2: Search for a Microplan

  • Objective: Locate a specific microplan.

  • Process: Use the search bar to input the microplan name. Click Clear to reset the search.

  • Outcome: Filtered results display matching microplans.

Step 3: Perform Actions

  • Based on the status, perform the following actions:

    • Completed Setup: Click Start Validation to begin validating the microplan.

    • Validation in Progress: Click Edit to modify the microplan details.

    • Microplan Finalised: Click Download Estimations to save related data.


Endpoints

Endpoint

Description

Role

/plan-service/employee/_search

Searches for employee assignments related to microplans. The filterUniqueByPlanConfig parameter is used here to return all the microplans associated with the logged-in supervisor. This guarantees that only relevant data is displayed.

MICROPLAN_ADMIN, ROOT_POPULATION_DATA_APPROVER, POPULATION_DATA_APPROVER, ROOT_PLAN_ESTIMATION_APPROVER, PLAN_ESTIMATION_APPROVER, ROOT_FACILITY_CATCHMENT_MAPPER, FACILITY_CATCHMENT_MAPPER, MICROPLAN_VIEWER

/plan-service/config/_search

Fetches plan configurations based on the provided IDs.

SUPERUSER, MICROPLAN_ADMIN, MICROPLAN_CAMPAIGN_INTEGRATOR, ROOT_POPULATION_DATA_APPROVER, POPULATION_DATA_APPROVER, ROOT_PLAN_ESTIMATION_APPROVER, PLAN_ESTIMATION_APPROVER, ROOT_FACILITY_CATCHMENT_MAPPER, FACILITY_CATCHMENT_MAPPER, MICROPLAN_VIEWER

/project-factory/v1/project-type/search

Retrieves campaign details for specific project types based on their IDs.

MICROPLAN_ADMIN, ROOT_POPULATION_DATA_APPROVER, POPULATION_DATA_APPROVER, ROOT_PLAN_ESTIMATION_APPROVER, PLAN_ESTIMATION_APPROVER, ROOT_FACILITY_CATCHMENT_MAPPER, FACILITY_CATCHMENT_MAPPER, MICROPLAN_VIEWER

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