> 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/deploy/configuration/microplan-service-configuration/microplan-web-service-configuration/setup-microplan/data-management.md).

# Data Management

## Overview

The **Data Management** step helps you upload the core data required to build a microplan. It consists of two substeps:

1. **Population Upload**
2. **Facility Upload**

Both uploads are validated by the system before you can proceed.

## Steps

### Step 1: Upload Population Data

This step captures population details for the selected campaign boundaries.

#### 1. Download the Population Template

* Click **Download Template** to get the Excel file.
* The template is auto-generated based on the **boundaries selected in the Boundary Selection step**.
* Each tab in the file corresponds to a selected district.

#### 2. Fill in the Population Details

* **Mandatory fields**:
  * Total Population
  * Target Population\
    (Values must be whole numbers.)
* **Latitude & Longitude** (if provided):
  * Must be in **Degree Decimal** or **Degree Minute Seconds** format.

#### 3. Upload the Filled File

* Drag and drop the Excel file or browse to upload it.
* The system automatically validates the data after upload.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FgkcRc4qt5cXSAVmXdC2f%2Fimage.png?alt=media&amp;token=32a07d8a-de15-4c19-a9ed-3ece740ba153" alt=""><figcaption></figcaption></figure>

### Step 2: Upload Facility Data

This step captures facilities or points of service for the campaign.

#### 1. Download the Facility Template

* Click **Download Template** to get the Excel file.
* The template includes:
  * A **Boundary Code sheet** listing village-level boundary codes selected earlier.

#### 2. Fill in Facility Details

* All fields are **mandatory**, except:
  * Latitude
  * Longitude
* Latitude & Longitude (if provided) must follow supported coordinate formats.

#### 3. Upload the Filled File

* Drag and drop the file or browse to upload.
* The system validates the uploaded data automatically.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2Fg7dnx0VBjoIbyVLYJ8ws%2Fimage.png?alt=media&amp;token=98fb46dc-64f8-4816-a9bd-c07891fbe9d4" alt=""><figcaption></figcaption></figure>

### Step 3: Review and Fix Errors (If Any)

#### Validation and Error Handling

* If errors are found:
  * An **Error** column is added to the Excel sheet.
  * Each row displays the issue next to the incorrect data.

#### Preview Errors

* Click **View Error** to preview the file and review highlighted issues.

#### Re-upload Corrected File

* Download the validated file.
* Fix the errors.
* Re-upload the corrected file.

> Processing continues **only when a valid file with no errors** is uploaded.

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2F0KuFqnge8VDrL6noO3tY%2Fimage.png?alt=media&amp;token=71c70188-1171-4e90-b7ff-9c36df7ef21e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FisF3KIRPt3a9Pk3gpjBX%2Fimage.png?alt=media&amp;token=67b16d9d-22d1-47d2-87bb-ccb33f5fcc1a" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Important Warnings:**

**Boundary Selection Change**

* If you navigate back to the **Boundary Selection** screen:
  * All uploaded Population and Facility files are discarded.
  * A warning message is shown before you proceed.
    {% endhint %}

<figure><img src="https://3976166735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmb5VUHEnO0msarLMPz6q%2Fuploads%2FbSx1vMcPs2hIwTVUGTcE%2Fimage.png?alt=media&amp;token=659de5f7-eb78-4c74-8b70-adb389440f43" alt=""><figcaption></figcaption></figure>

### Schema-Based Generation & Validation

* Templates and validations are driven by **MDMS schemas**:
  * **Generation**: Schema fields are converted into Excel columns.
  * **Validation**: Uploaded data is validated against the schema.
* Additional custom validations ensure overall data integrity.

### Localisation & UI Support

* All labels, instructions, and error messages are fully translatable.
* File uploads support:
  * Drag-and-drop
  * Browse-to-upload
* Validation ensures:
  * Required fields are filled
  * Data formats are correct before proceeding

## API Endpoints

<table><thead><tr><th width="152">Endpoint</th><th width="138">Method</th><th>Payload</th></tr></thead><tbody><tr><td>/project-factory/v1/project-type/search</td><td>POST</td><td>{ "tenantId": "mz", "ids": [ "2a2491a7" ], "pagination": {}, "RequestInfo": {} }</td></tr><tr><td>/plan-service/config/_search</td><td>POST</td><td>{ "PlanConfigurationSearchCriteria": { "tenantId": "mz", "id": "660fb389-5e60-4c43-b6ce-b1c109b23f54" } ,"RequestInfo": {} }</td></tr><tr><td>/project-factory/v1/data/_create</td><td>POST</td><td>{ "ResourceDetails": { "type": "boundaryWithTarget", "hierarchyType": "MICROPLAN", "tenantId": "mz", "fileStoreId": "29e31558-24ce-4efb-8102-cfa92961efdd", "action": "validate", "campaignId": "8c413d61-c411-4c33-b6eb-76ea005a84c9", "additionalDetails": { "source": "microplan" } }, "RequestInfo": {} }</td></tr><tr><td>/project-factory/v1/data/_search</td><td>POST</td><td>{ "SearchCriteria": { "id": ["08bb247d-364a-4b44-b0a9-d8efeee5a6a4"], "tenantId": "mz", "type": "boundaryWithTarget" }, "RequestInfo": {} }</td></tr><tr><td>/project-factory/v1/project-type/update</td><td>POST</td><td>{ "CampaignDetails":{"id":"8c413d61-c411-4c33-b6eb-76ea005a84c9","tenantId":"mz","status":"drafted","action":"draft","campaignNumber":"CMP-2024-12-03-006616","isActive":true,"parentId":null,"campaignName":"Malaria-Bednet Campaign-Fixed Popp0099","projectType":"LLIN-mz","hierarchyType":"MICROPLAN","boundaryCode":"MICROPLAN_MO","projectId":null,"startDate":1735810905674,"endDate":0,"additionalDetails":{"source":"microplan","disease":"MALARIA","resourceDistributionStrategy":"MIXED"},"resources":[],"boundaries":[],"deliveryRules":[],"auditDetails":{"createdBy":"f4f36858-0e9e-4150-a37f-444b90995e7c","lastModifiedBy":"f4f36858-0e9e-4150-a37f-444b90995e7c","createdTime":1733218905816,"lastModifiedTime":1733218919304}},"RequestInfo":{}}</td></tr><tr><td>/plan-service/config/_update</td><td>POST</td><td>`{"PlanConfiguration":{"id":"660fb389-5e60-4c43-b6ce-b1c109b23f54","tenantId":"mz","name":"Malaria-Bednet Campaign-Fixed Popp0099","campaignId":"8c413d61-c411-4c33-b6eb-76ea005a84c9","status":"DRAFT","files":[],"assumptions":[],"operations":[],"resourceMapping":[],"auditDetails":{"createdBy":"f4f36858-0e9e-4150-a37f-444b90995e7c","lastModifiedBy":"f4f36858-0e9e-4150-a37f-444b90995e7c","createdTime":1733218906001,"lastModifiedTime":1733218924572},"additionalDetails":{"key":"2"},"workflow":null},"RequestInfo": {} }</td></tr></tbody></table>


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