Campaign & Country Specific Configuration
Steps to configure HCM to campaign and country needs
Overview
This page covers the steps to configure HCM for a campaign. Every new campaign in a country or province will ideally require a few configurations to be done on the basic HCM application to cater to the exact needs of the campaign.
Steps
Load the new boundary hierarchy/boundary
Each country will have its boundary hierarchy, which must be configured using the console/workbench feature. Refer to the documentation for the steps. The login URL will be the <domain configured during the installation>/workbench-ui/employee/user/language-selection
After the hierarchy has been configured, the boundary master data will be uploaded.
Setup a campaign and related master data using HCM Console
Refer to this document for steps to use the console for campaign setup
Set up users for various roles
Set up all other masters for HCM
Setup configuration parameters for the App
Use the workbench link to configure the parameters per the instructions given on this page.
Change the labels and messages as per campaign needs
Login to the workbench URL, select the localisation option, and appropriately change the values for the keys. Refer to this document for instructions.
These localisation changes will apply to both the web and the mobile application.
Make the APK as per the new configuration
Once the master data and language configuration, including loading of values, are done, you are ready to make an APK.
Follow the steps mentioned here to make the APK, which can then be installed on your Android device.
Install the APK on a device and make it ready for use
Download and install the APK on the device.
Enable the permissions to run background services.
Enable the permission to access the camera.
Enable location permissions.
Check for the other recommended prerequisites mentioned below
i. RAM: Recommended is 6 GB, and minimum is 4 GB.
ii. Processor: Octa-core processors.
iii. Battery: Minimum 5000 mAh.
The higher the mAh, the better it is. Battery consumption is heavily dependent upon phone searching, network searching, and GPS usage.
iv. Screen: Generally, the bigger the better for the field teams, but a minimum 6.5-inch screen size is recommended.
v. Storage: Minimum 32 GB. Typically, 4 GB or 6GB RAM phones are available with more than 32 GB of storage.
Configure the dashboard
Kibana will be installed as part of the installation. Visualisations relevant to the campaign can be added to the dashboard by following the steps mentioned here.
Follow the Kibana help documents for adding new charts and graphs.
Log in to the web application using the dashboard role the user created as part of Step 1.
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