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Microplanning 0.1
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  • 1. Campaign Details
  • 2. Microplan Details

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  1. TECHNOLOGY
  2. Architecture
  3. Services
  4. HCM Microplan Web
  5. Set Up Microplan

Microplan Details

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Last updated 5 months ago

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The microplan creation process is organised into multiple steps using a stepper for better navigation. The first step in this process is Microplan Details, divided into two sections: Campaign Details and Microplan Details. This document provides an overview of these sections.


1. Campaign Details

The Campaign Details section collects critical information about the campaign to set up the microplan.

Header

  • Title: Enter the campaign details Guides users to input required campaign information.

  • Description: Please enter the required details to proceed with the microplan setup. Explains the purpose of this section.

Localisation: Both the title and description are fully translatable into multiple languages.


Fields

1. Disease Identified for the Campaign

  • Description: Select the disease targeted for the campaign.

  • Field Type: Dropdown

  • Default Value: Malaria

  • Mandatory: Yes

  • Usage: Use the dropdown or type to filter options.

Localization: The label is translatable.

2. Type of Campaign

  • Description: Specify the type of campaign.

  • Field Type: Dropdown

  • Default Value: None (user must select a value)

  • Mandatory: Yes

  • Usage: Select the type from the dropdown.

Localization: The label and options are localizable.

3. Resource Distribution Strategy

  • Description: Choose a strategy for distributing resources.

  • Field Type: Dropdown

  • Default Value: None (user must select a value)

  • Mandatory: Yes

  • Usage: Select a strategy aligned with campaign goals.

Localization: Fully supports translations for the label and dropdown options.


User Interface

  • Dropdown Menu:

    • Accepts text input for filtering options.

    • Includes a dropdown arrow icon for selection.


Validation

  • Fields marked with an asterisk (*) are mandatory.

  • Users must complete all required fields to proceed.

  • Validation rules and error messages are localizable.


2. Microplan Details

The Microplan Details section focuses on naming the microplan for reference and identification in subsequent steps.

Fields

1. Campaign Details Summary

Displays a summary of the campaign information entered:

  • Campaign Disease: Malaria

  • Campaign Type: SMC Campaign

  • Resource Distribution Strategy: House-to-House

2. Name of the Microplan

  • Description: Provide a unique name for the microplan.

  • Field Type: Text Input

  • Mandatory: Yes

Microplan Naming Rules

  1. The name must be between 3 and 64 characters in length.

  2. Numeric values alone are not allowed.

  3. Allowed special characters: -, _, (, ), &.

  • Provides the regex pattern used to validate microplan names.

  • It contains detailed information about naming conventions and guidelines.

Suggested Name: The system automatically suggests a microplan name based on campaign details. You can use this suggested name or provide a unique name that matches the naming rules.

Example: "Malaria-Bednet Campaign-Fixed Post & House-to-House-29 Nov 24"

Localization: Instructions and validation messages are fully translatable.

API Endpoints and Example Request Payloads

Endpoint
Method
Payload

/project-factory/v1/project-type/create

POST

{ "hierarchyType": "ADMIN", "tenantId": "mz", "action": "draft", "campaignName": "test90", "resources": [], "projectType": "MR-DN", "additionalDetails": { "beneficiaryType": "INDIVIDUAL", "key": 2 }, "RequestInfo": {} }

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

POST

{ "tenantId": "mz", "ids": [ "2a2491a7-c52d-4305-8b5b-9aa10ae44168" ], "pagination": {}, "RequestInfo": {} }

/plan-service/config/_create

POST

{ "PlanConfiguration": { "tenantId": "mz", "name": "Malaria-Bednet Campaign-Fixed Post & HDec 24", "campaignId": "52fea5b5-e7d2-424a-89ee-d167443314a9", "status": "DRAFT", "files": [], "assumptions": [], "operations": [], "resourceMapping": [], "additionalDetails": { "key": "2" } }, "RequestInfo": {} }

/plan-service/config/search

POST

{ "tenantId": "mz", "pagination": {}, "RequestInfo": {} }

Naming Regex MDMS:

Naming Convention Info MDMS:

https://unified-qa.digit.org/workbench-ui/employee/workbench/mdms-search-v2?moduleName=hcm-microplanning&masterName=MicroplanNamingRegex
https://unified-qa.digit.org/workbench-ui/employee/workbench/mdms-search-v2?moduleName=hcm-microplanning&masterName=MicroplanNamingConvention