Health
PlatformDomainAcademyDesign SystemFeedback
v1.7
v1.7
  • 👋Introducing Health
    • Release Notes
      • HCM v1.7 Release Notes
        • Release Checklist
        • Eligibility Checklist
        • Service Build Updates
      • HCM v1.6 Release Notes
        • Service Build Updates
        • Release Checklist
        • Migration from v1.5 to v1.6
      • HCM v1.5 Release Notes
        • Migration from v1.4 to v1.5
        • Service Build Updates
        • Release Checklist
      • HCM v1.4 Release Notes
        • Migration from v1.3 to v1.4
        • Service Build Updates
        • Release Checklist
      • v1.3 Release Notes
      • v1.3 Tech Release Summary
        • Master Data Management Service (MDMS) & Configuration Updates
        • Test Cases
        • Service Build Updates
      • v1.2 Release Notes
      • v1.0 Release Notes
  • Product Roadmap
  • 💙HEALTH CAMPAIGN MANAGEMENT
    • Understanding Health Campaign Management (HCM)
    • Value Proposition
  • 🎯HCM PRODUCT SUITE
    • Functional Specifications
      • Campaign Type Setup
      • Campaign Setup
      • Inventory
      • Boundary Hierarchy
      • Beneficiary
      • Boundary Data Specs
      • Draft System User Setup
      • Role Action Mapping
    • Building Blocks & Services
    • Health Products
      • HCM App
        • User Manual
          • Single Round Campaigns
            • Registration & Delivery
              • Registration & Delivery: IRS
          • Multi-Round Campaigns
            • Registration & Delivery
            • Download Beneficiary Data
          • Common Functions
            • User Management
            • 2D Voucher Scanning
            • Proximity-Based Search
            • Voucher-Based Registration and Distribution
            • Tracking Beneficiary Referrals
            • Tracking Side-Effects for Beneficiaries
            • Tracking Adverse Events
            • Health Facility Referral
            • Raising Complaints
            • Resolving Complaints
            • Inventory Management
              • User Manual
                • Stock Management
                • Stock Reconciliation
                • View Reports
                • Bale Scanning
            • Attendance Management
            • Payments
              • Guide to HCM Payments
            • Community Living Facilities
              • Product Requirement Document
          • Support Functions
            • Language Selection
            • Login
            • Forgot Password
            • Project Selection
            • Hamburger Menu
            • Help
            • Sync
            • Checklist
      • Campaign Management Dashboard
        • User Manual
        • Configurations
          • MDMS Configurations and s3 assets
          • IRS Dashboard Chart Configurations
        • Kibana Dashboard Integration With DSS Module
          • Auth Proxy Setup and Configuration for Kibana
        • SMC Dashboard
      • Microplanning
      • HCM Console
      • Health Payments
        • MDMS Configurations
        • Attendance Update and Approval Process
          • Project Selection
          • Register Inbox
          • View Attendance:Edit And Approve
        • Bill Generation Process
          • Project And Bill Aggregation
          • Bill Generation
          • My Bills
  • 🚀REFERENCE IMPLEMENTATIONs
    • Mozambique
      • LLIN Overview
      • Customisation
      • Rollout
  • 🧰TECHNOLOGY
    • Architecture
      • High Level Design
        • Health Campaign System High Level Design
        • Design Decision Log
      • Low Level Design
        • Registries
          • Individual
          • Household
          • Product
          • Facility
          • Attendance
          • Expense
        • Services
          • Project
          • Stock
          • Referral
          • Muster Roll
          • Expense Calculator
      • Field App Architecture
        • UI Packages
          • Closed HouseHold package
          • Registration & Delivery Package
            • Eligibility Checklist
            • Communal Living Facilities
          • Referral Reconciliation Package
          • Inventory Management Package
          • Attendance Management Package
          • DIGIT Scanner Package
          • Digit Showcase Package
          • Digit Data Model Package
          • DIGIT DSS Package
          • Complaints Package
          • Survey Form Package
          • Sync Service Package
    • Standards
    • Security
    • Interoperability
  • 🪝SETUP
    • Planning an HCM Implementation
    • Establish Project & Team
    • Gathering Requirements
    • Installation
      • Install Using GitHub Actions in AWS
      • System Data Setup
      • Project Data Setup
      • Setup Mobile App
      • Setup Kibana Dashboard
        • Create or Edit Existing Dashboards
      • Server Cleanup
    • Configuration
      • Configuring HCM to Campaign and Country Needs
      • Service Configuration
        • Individual Registry
        • Household Registry
        • Product Registry
        • Facility Registry
        • Stock & Inventory
        • Project Services
        • Referral Management
        • Attendance
        • Complaints
          • QA Sign-Off
            • Test Cases
        • User Management
          • QA Sign-Off
        • Muster Roll
        • Expense Service
        • Expense calculator
      • UI Configuration
        • Stock Management
        • Language Selection
        • Login
        • Forgot Password
        • Project Selection
        • Dashboard Configuration
          • Dashboard UI Enhancements
          • HCM Dashboard Master Promotion Guide
        • Attendance Management
          • Attendance Package Extraction and Interaction with HCM Application
    • Quality Assurance Testing
      • Regression Test cases
        • HCM Product
        • HCM Console
        • Microplanning
      • Eligibility and CLF Test cases
      • Console v0.3.1
      • Micro planning v0.2
      • HCM Payments v0.1
  • 🔵COMMUNITY
    • Source Code
    • Committee
      • Digital Product Advisory Committee Charter
      • Idea Management Process
      • Sessions
        • November 2023 Session
        • August 2024 Session
          • Minutes of the Meeting
        • December 2024 Session
    • HCM Declarative Statements & FAQs
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On this page
  • Implementation Phases
  • Programme Setup & Kick-off
  • Solutions & Implementation
  • Rollout & Support
  • Post Campaign Support & Closure

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  1. SETUP

Planning an HCM Implementation

PreviousInteroperabilityNextEstablish Project & Team

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Implementation Phases

The document gives an overview of how an HCM implementation is carried out, the activities in each phase, and the output generated in each phase. There are 4 phases of an HCM implementation:

Programme Setup & Kick-off

This phase involves the creation of a programme plan, post-discussion, and finalisation of the scope of digitisation. The output includes the following:

  • Creation of an Excel documentation of solution requirements as well as JIRA stories.

  • Creation of documentation on the dashboard and custom reports requirements.

  • Finalisation and sharing of the master data template.

  • Detailing a high-level and detailed programme plan with key milestones.

Solutions & Implementation

This phase involves ensuring solution readiness and acceptance by users. The output includes the following:

  • Customised solution as per requirement.

  • Customised solution demo and feedback received, if any.

  • Plans for user acceptance testing (UAT), including identification of participants, duration, and agenda.

  • Creating UAT deck, feedback collection forms, and test cases.

  • Getting feedback with change requests on the order of priority.

  • Sign off on the solution after testing.

Rollout & Support

This phase involves the setting up of the environment, device, and training of trainers as well as end-users. This phase also involves the go-live of the solution. The output includes the following:

  • Creation of training materials along with SOPs.

  • Readiness of the training environment.

  • Conducting master training of trainers, cascade training, as well as training of the helpdesk.

  • Readiness of the production environment.

  • Loading filled-out microplan into the platform.

  • Setting up campaign devices with appropriate settings.

  • L1, L2, and L3 support as needed for the campaign.

  • Creation of custom reports during the campaign and analysis of data for insights.

Post Campaign Support & Closure

  • Publishing a case study or whitepaper.

  • Signing off the document among players for the campaign.

🪝
Programme Setup & Kick-off
Solutions & Implementation
Rollout & Support
Post Campaign Support & Closure