> For the complete documentation index, see [llms.txt](https://docs.digit.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.digit.org/health/v2.0/access/public-health-product-suite/health-campaign-management-hcm/microplanning/microplanning-user-manual/validate-and-approve-estimates.md).

# Validate & Approve Estimates

**Roles involved:**

* Microplan Estimation Approver
* National Microplan Estimation Approver

***

### Step 1: Select Language and Log In

1. Select your preferred language.
2. Click **Continue** to open the login page.
3. Enter the following details: **Username, Password** and **City**
4. Click **Login**.

{% hint style="info" %}
📌 *Note:* User accounts are created by the system administrator and shared with users based on their assigned roles.
{% endhint %}

***

### Step 2: Access Assigned Microplans

1. After logging in, you will land on the **Home Page**.
2. Navigate to the **My Microplans** section.
3. You will see a list of microplans assigned to you.
4. Select the microplan for which you want to validate and approve estimates.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FcFoKKgZ8YAof4ITgtvek%2Fimage.png?alt=media&amp;token=a1ca9b77-353f-447a-a388-0387390891fe" alt=""><figcaption></figcaption></figure>

***

### Step 3: Open Estimation Validation Activity

1. After selecting a microplan, you will be redirected to the **Activity Selection** screen.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FSVUkrxDHyrTPizWkiWJJ%2Fimage.png?alt=media&amp;token=f10a689b-117f-4fb8-b4fa-1dc8a7160337" alt=""><figcaption></figcaption></figure>

2. Click **Validate & Approve Microplan Estimations**.

{% hint style="info" %}
📌 This is the final activity required before the microplan can be executed.
{% endhint %}

***

### Step 4: Review Estimation Validation Dashboard

You will be redirected to the **Microplan Estimation Validation Dashboard**, which lists all villages under your jurisdiction.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FrwxZjuaLExv1aYFjdanP%2Fimage.png?alt=media&amp;token=2fc01490-6e9f-48d2-8d15-e90d4380cb81" alt=""><figcaption></figcaption></figure>

#### Dashboard Filters

* **Administrative hierarchy/area** – filter villages by location
* **Assignment**
  * Assign to Me
  * Assign to All
* **Status**
  * **Pending for Validation** – villages yet to be validated
  * **Validated** – villages already validated

#### Dashboard Table

* Displays estimation data for villages under your jurisdiction
* Columns vary based on:
  * Campaign type
  * Distribution strategy
* Includes villages assigned to you, your subordinates, or supervisors

***

### Step 5: Validate Microplan Estimates

1. Review the estimation values for villages under **Pending for Validation**.
2. Select one or more villages with correct estimates.
3. Click **Validate**.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FQ0QL3jhNBeV9lzN3DdZB%2Fimage.png?alt=media&amp;token=bda9d849-b66d-424a-9322-9fa0d3046a76" alt=""><figcaption></figcaption></figure>

4. (Optional) Enter comments or reasons for validation.
5. Confirm the action.

✅ The selected villages move from **Pending for Validation** to **Validated** status.

{% hint style="info" %}
📌 All actions are logged and visible through **Status Logs**.
{% endhint %}

***

### Step 6: View Status and Change Logs

* Click **Status Logs** for any village to view:

  * Current status
  * The user who made the change
  * Date and time of the action
  * Associated comments

  <figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FSRqd4elBouEZOxL4lUMA%2Fimage.png?alt=media&amp;token=1f250d12-10bc-471a-b1d2-93f2de5a2b68" alt=""><figcaption></figcaption></figure>

***

### Step 7: Send Estimates Back for Correction (If Required)

*(For superior or national approvers)*

1. Review villages already validated by subordinates.
2. If estimates are incorrect:

   * Select the villages.
   * Click **Send Back for Correction**.

   <figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FBtJQAqalrYginA13WkGW%2Fimage.png?alt=media&amp;token=0af3339e-e036-45e2-b720-211f604a24cf" alt=""><figcaption></figcaption></figure>
3. (Optional) Add a comment or reason.
4. Confirm the action.

🔄 The villages are sent back to the previous approver for correction.

{% hint style="info" %}
📌 All send-back actions are recorded in **Status Logs**.
{% endhint %}

***

### Step 8: Finalise Microplan Estimation (National Role Only)

Once **all villages under the campaign boundary are validated**:

1. Log in as **National Microplan Estimation Approver**.
2. Click **Proceed to Finalise Microplan Estimation**.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FUOcCRkx0OgIy6PDarr7X%2Fimage.png?alt=media&amp;token=42fd0934-49af-47d4-965b-32d9e7ca2fbf" alt=""><figcaption></figcaption></figure>

3. Review the confirmation warning.
4. Click **I Want to Finalise** to confirm.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FFRmJWJyLQB3MGMHbzbGE%2Fimage.png?alt=media&amp;token=10e668c1-7103-4468-a3ed-f9bd2747db09" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
⚠️ *After finalisation, estimates cannot be edited.*
{% endhint %}

***

### Step 9: Completion

* A confirmation screen indicates that the microplan estimation has been successfully finalised.
* Click **Go Back to Home** to return to the **My Microplans** dashboard.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FnS5vyU3dpXdZVaHIUc6o%2Fimage.png?alt=media&amp;token=151014d9-122f-4f6d-954e-c6396eaaefcb" alt=""><figcaption></figcaption></figure>

***

### Step 10: Download Finalised Estimation

* Once finalised, the microplan appears with a **Download Estimation** option.
* Click **Download Estimation** to download the microplan estimates as an **Excel file**.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FzulfECTf9X3onKy5HUar%2Fimage.png?alt=media&amp;token=0d7eb894-cbe4-4b8d-8577-89d05494a5be" alt=""><figcaption></figcaption></figure>


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