Functional Specifications
Campaign Type Setup
Campaign type name
Name of the campaign type. For example, LLIN 2022, IRS 2023.
Mandatory
User
Yes
Code
Unique code for the campaign type.
Mandatory
User
Yes
Disease group
Disease(s) targeted by the campaign. For example, malaria, polio.
Mandatory
User
Yes
Beneficiary type
Specify the beneficiaries for the campaign. For example, household, individual, structure.
Mandatory
User
Yes
Eligibility criteria
Specify the criteria to determine if beneficiaries are eligible for the campaign. For example, universal campaign, age-based, gender-based, etc.
Mandatory
User
Yes
Task procedure [ ]
Capture the details regarding the tasks to be carried out as a part of the campaign. For example, details regarding drug administration/resource distribution, that is, 1 bed net for 2 individuals, 1 tablet for individuals under the age of 5, etc.
Mandatory
User
Yes
Delivery mode
The way in which the campaign intervention will be delivered. For example, fixed, mobile, door-to-door.
Mandatory
User
Yes
Campaign product [ ]
When does the campaign start? It is set up by the national programme manager.
Mandatory
User
Yes
Product type
The type of product being used. For example, drug, spray, vaccine, bed net, IEC material.
Mandatory
User
Yes
Product name
Name of the product being used. For example, Ivermectin, Paracetamol, etc.
Mandatory
User
Yes
Product manufacturer
Name of the manufacturer. For example, Merck, Johnson & Johnson, etc.
Mandatory
User
Yes
Product variant
Capture details about the product variants and the SKU's being used. For example, Para 200 mg.
Ensure that the product is created before product variants and that the SKU's are defined. The system must not allow the creation of a product variant without a parent product.
Yes
SKU
The stock-keeping unit code of the product. For example, Para 200 mg and Para 250 mg.
Mandatory
User
There must be at least one SKU assigned to a product: For a product with only 1 variant, it will be product "Bed net", with SKU "Bed net".
Yes
Variant
Capture the variant of the products. Products can vary based on shape, size, colour, or other characteristics. For example, Para 200 mg, pack of 5 tablets, Para 250 mg, pack of 10 tablets.
Mandatory
User
Yes
Base unit variant
Capture details if the variant is the base unit used for record-keeping of the product's inventory. It is useful to filter variants applicable for tasks within a project. For example, base unit for bed net is an individual bed net or a base of 50 nets.
Mandatory
User
Yes
Campaign Setup
Address
Mandatory
User
Yes
Door number
House number or door number.
O
User
Latitude
Latitude of the address.
O
System
Longitude
Longitude
O
System
Location accuracy
Accuracy of the address, latitude and longitude, in metres.
O
System
Type
Type of address: permanent, correspondence, other.
R
User
Address Line 1
Apartment, block, street of the address.
O
User
Address Line 2
Locality, area, zone, ward of the address.
O
User
Landmark
Additional landmark to help locate the address.
O
City
City of the address. This can be represented by the tenant ID itself.
R
User
Pincode
Pin code of the address.
R
User
Indian pin codes will usually be all numbers.
Building name
Name of the building.
O
User
Street
Street name.
O
User
Locality
Start date
Campaign start date.
Mandatory
User
Yes
End date
Campaign end date.
Mandatory
User
Yes
Targets
Targets will be provided after the micro-planning exercise
Yes
Beneficiary type
Mandatory
User
Yes
Baseline
The total number of individuals/ households.
Mandatory
User
Yes
Target number
Department
Project department
Mandatory
User
Yes
Description
Description of the project.
Mandatory
User
Yes
Set up tasks to be carried out as a part of the campaign
Tasks
Resources [ ]
Array of resources that are a part of the campaign.
Task resources
Delivery comment
Capture comments regarding the delivery of campaign resources.
Mandatory
User
The final list of reasons to be given by the state/programme during impel
Yes
Status
Status of the task. For example, delivered, not delivered, partial delivery, refused, insufficient, etc.
Mandatory
User
The final list of tasks' status to be given by the state/program during impel.
Yes
Inventory
Stock details
Product variant ID
The product variant that is being transferred.
Mandatory
User
String
2
64
No
Quantity
The number, or quantity, or the count of units of the product variant that are being transacted.
Mandatory
User
Integer
Outputs from the micro-plan.
Yes
Reference ID
The reference entity for which the stock transfer is taking place.
Mandatory
User
String
No
Reference ID type
The entity type that the reference ID refers to. For example, 'Project'.
Mandatory
User
String
2
64
String
No
Transaction type
The kind of transaction that is taking place: Received, dispatched.
Mandatory
User
String
No
Transaction reason
The status of the transaction: Received, returned, loss.
Mandatory
User
String
No
Transacting party ID
The ID of the party from/to which the product variant stock is being transferred.
Mandatory
User
String
2
64
No
Transacting party type
The type of entity that the transacting party ID refers to. For example, 'Warehouse'.
Mandatory
User
String
2
64
The list of warehouses/facilities and their type to be provided by the program/state during impel.
No
Stock reconciliation
Physical count
The count of units of the product variant as a result of a physical count.
Mandatory
User
Integer
No
Calculated count
The count of units of the product variant that is calculated from the stock movements.
Mandatory
User
Integer
No
Facility details
Facility ID
The ID of the facility where the stock of the product variant is being transferred.
Mandatory
System
String
2
64
List of warehouses/facilities and their type to be provided by the programme/state during impel.
No
Facility name
The administration name of the facility.
Mandatory
User
String
2
2000
Yes
Is it permanent?
Whether the facility is permanent or not.
Mandatory
User
Boolean
Yes
Usage
The purpose of the facility: Storage warehouse, medical facility, sewage treatment plant.
Mandatory
User
Dropdown
Yes
Storage capacity
Physical storage capacity of the facility in cubic metres.
Optional
User
Numeric
Yes
Address
Mandatory
User
String
Boundary Hierarchy
Serial number
The sequence number for the list.
Boundary hierarchy type
The meaningful name to define a group of boundaries defined to perform one function.
Mandatory
MDMS
String
2
256
Yes
Code
A code is used to identify a certain classification of the type of boundary hierarchy.
Mandatory
MDMS
String
2
64
Yes
Description
Mandatory
MDMS
String
2
256
Yes
Beneficiary
Household details
ID
Unique system-generated GUID.
Mandatory
System
String
2
64
No
Client reference ID
Unique client-generated GUID.
Mandatory
Client generated
String
2
64
No
Household ID
The ID of the household.
Mandatory
User/system
String
2
64
No
Member count
The total number of individuals in a household.
Mandatory
User
Numeric
1
1000
A household can be created only when it has at least 1 individual assigned to the household.
Individual ID
The ID of the individual
Mandatory
User/system
String
2
64
Individual details
ID
Unique system-generated GUID.
Mandatory
System
String
2
64
No
Client reference ID
Unique client-generated GUID.
Mandatory
Client generated
String
2
64
No
Name of the individual
Name of the individual being registered as the given name, family name, and other names.
Mandatory
User
String
2
200
No
Head of the household
Capture if the registered individual is also the head of the household.
Mandatory
User
Boolean
No
Type of ID
Capture type of ID.
Mandatory
User
Array
The list of IDs to be given by the programme/state during impel. If no forms of ID are allowed, then a system generated ID is to be selected for the ID type.
Identity number
Capture ID number belonging to the beneficiary.
Mandatory
User
String
2
64
If the individual has no forms of ID, then a unique system generated ID must be assigned.
Validations for specific ID types to be built during impel depending on the list of acceptable IDs.
Date of birth
Date of birth in DD/MM/YYYY format.
Optional
User
String
The DoB cannot be in the future. Error Message: DoB cannot be in the future.
Age
The age of the individual.
Optional
User
Integer
If DoB is not known, allow the user to enter his/her age.
Contact number
The mobile number of the registered individual.
Optional
User
Integer
Any validations on mobile numbers to be built during impel as per country-specific requirements.
Gender
Gender of the registered individual.
Optional
User
String
A product allows three types of genders: male, female and other. Adding/deleting from this list to be done during impel in accordance with country-specific requirements.
Boundary Data Specs
Boundary code
This is a code for the sub-classification of a particular boundary. It should be unique across all boundaries defined.
Mandatory
MDMS
String
2
64
Yes
Boundary name* (In English)
The name of the boundary that is being defined in the English language.
Mandatory
MDMS
String
2
256
Yes
Boundary name* (In local language)
The name of the boundary that is being defined in the local language of the state. For example, Portuguese, Hindi, etc.
Mandatory
MDMS
String
2
256
Yes
Parent boundary code*
This is the boundary code of the parent which identifies to which parent the child belongs to.
Mandatory
MDMS
String
2
64
Yes
Boundary type*
The name of the boundary type, that is, ward, zone, etc.
Mandatory
MDMS
String
2
256
Yes
Hierarchy type code*
The code of the boundary hierarchies for which this particular boundary is defined.
Mandatory
MDMS
String
2
64
Yes
Campaign start date
The date when the campaign starts in the respective boundary.
Mandatory
MDMS
Date
Yes
Campaign end date
The date when the campaign is supposed to end in the respective boundary.
Mandatory
MDMS
Date
Yes
Total households
Total households present in the boundary (as per the micro-plan).
Mandatory
MDMS
Numeric
Yes
Targeted households
Total households targeted for the respective boundary (as per the micro-plan).
Mandatory
MDMS
Numeric
Yes
Total individuals
Total individuals present in the boundary (as per the micro-plan).
Mandatory
MDMS
Numeric
Yes
Targeted individuals
Total individuals targeted in the boundary (as per the micro-plan).
Mandatory
MDMS
Numeric
Yes
Bed nets estimated to be delivered
Total bed nets estimated to be delivered in the boundary (as per the micro-plan).
Mandatory
MDMS
Numeric
Yes
Draft System User Setup
Name*
The name of the user who wants access to the system.
Mandatory
User
String
2
2000
Mobile No.*
Mobile number of the user.
Mandatory
User
Numeric
2
15
Length validation- Specific to Impel
Current HRMS specs are designed for Indian phone number formats and would need updates.
Yes
Father/Husband's Name*
Name of the user's husband or father.
Mandatory
User
String
2
2000
Yes
Gender*
Gender of the user being registered.
Mandatory
User
String
2
64
Yes
Date of Birth*
Date of birth of the user being registered.
Mandatory
User
Date
10
10
Date of birth cannot be in the future.
Yes
Email ID of the user being registered.
Optional
User
String
8
64
Yes
Correspondence Address*
Address of the user being registered.
Mandatory
User
String
256
Yes
ULB*
ULB assigned to the user where the user is supposed to perform tasks assigned to him/her.
Mandatory
User
String
256
Yes
Role*
Role assigned to the user to enable him/her to carry out his/her tasks and access the required data and services.
Mandatory
User
String
256
Every user must have at least 1 role assignment.
Yes
Employment Type*
The employment types indicate the type of contract which he/she holds with the organisation. This indicates whether he/she is a permanent employee or a contract employee for a short period. Select the relevant employment type: 'Permanent', 'Temporary', “DailyWages” and 'Contract'.
Mandatory
User
String
256
Yes
Current assignment
The current assignment type is to indicate whether the employee is currently assigned to a particular department and designation. A user can be also be assigned multiple assignments to perform his/her function.
Mandatory
User
String
64
Yes
Status*
The status indicates the type of status which he/she holds, whether employed or not within the organisation.
Mandatory
User
String
256
Yes
Hierarchy *
The hierarchy indicates the hierarchy type for the boundary to which he/she is assigned.
Mandatory
User
String
256
Yes
Boundary Type *
The boundary type indicates assigning a city to his/her role within the organisation. A user can be assigned multiple boundary types to perform in different functions. Example: City, zone, block, and locality.
Mandatory
User
String
256
Yes
Boundary *
The boundary indicates assigning a particular city to his/her role wherein they perform the role function of the application for the particular city. A user can be assigned multiple boundaries to perform in a different location. Example: city name, and tenant zone.
Mandatory
User
String
256
User must be assigned to atleast 1 boundary.
Project boundary must take precedence over user boundary assignment.
Yes
Assigned from Date*
The assigned from date indicates the date from which his/her role is assigned to perform the role function assigned.
Mandatory
User
Date
10
Yes
Department*
The department indicates the particular department to which his/her role is assigned to.
Mandatory
User
String
256
Yes
Designation*
The designation indicates a particular designation that is assigned to his/her role.
Mandatory
User
String
256
Not required for HCM.
Yes
Role Action Mapping
Role action mapping has only been completed for registrars, distributors, and system administrators to support the development of registration and delivery flows. Other roles are still in progress.
System administrator
1. Define the campaign type (project type). 2. Create campaign(s) (projects). 3. Create products. 4. Create product variants. 5. Assign product variants as campaign resources. 6. Create, search, update, and deactivate user accounts. 7. CRUD other system administrator accounts. 8. Create, assign, update, delete role assignments. 9. Create, assign, update, delete campaign assignments. 10. Define MDMS configurations (including the project type). 11. Create localisation. 12. Create, search, edit, and delete checklists. 13. Assign checklists to projects. 14. Edit/delete filled checklists. 15. Boundary setup.
Registrar
Frontline worker (FLW) who is responsible for registering households. The registrar also shares awareness messages (SBCC).
1. Create a new household. 2. Create a new individual. 3. Map individuals to households. 4. Assign household/individual as the beneficiary of a campaign. 5. Read, update, and delete for all actions mentioned above. 6. View offline reports. 7. Create, view complaints.
Distributor
Frontline worker (FLW) who is responsible for registering households and updating the service delivery details against the registered households. The registrar also shares awareness messages (SBCC).
1. Create a new household. 2. Create a new individual. 3. Map individuals to households. 4. Assign a household/individual as the beneficiary of a campaign. 5. Update service delivery against the beneficiary (household/ individual). 6. Read, update, and delete for all actions mentioned above. 7. View offline reports. 8. Create, and view complaints.
Field supervisor
Responsible for monitoring the field teams. This user is also responsible for training the FLW teams, monitoring the field team's progress during campaign execution, managing stocks at the community warehouse, and performing random inspections during the campaign execution.
1. View assigned checklists. 2. Fill assigned checklists.
National supervisor
Supervisors are responsible for overseeing the campaign operations, conducting random and scheduled inspections, filling supervision checklists, supporting field supervisors to tackle operational issues under their jurisdictions, and training users on campaign SOP and digital tools.
1. View assigned checklists. 2. Fill out assigned checklists. 3. View completed checklists. 4. Create, search, update and deactivate user accounts (except system admin). 5. Assign, or update, or delete role assignments. 6. Assign, or update, or delete campaign assignments. 7. View the national-level dashboard page. 8. Select and view the dashboard for each province. 9. View indicators and visualisations district-wise for each province. 10. Drill down charts to view the metrics upto the lowest boundary level (village). 11. Filter dashboard indicators by the date range. 12. Share dashboard pages/visualisations by email/WhatsApp. 13. Download dashboard pages/visualisations as PDF/JPG. 14. View the offline excel reports at specified intervals. 15. View the checklists completion rate for the country across all levels of supervisors (national, province, district, and field).
Provincial supervisor
Supervisors are responsible for overseeing the campaign operations, conduct random and scheduled inspections, fill supervision checklists, supporting field supervisors to tackle operational issues under their jurisdictions, and training users on campaign SOP and digital tools.
1. View assigned checklists. 2. Fill out assigned checklists. 3. View completed checklists. 4. Create, search, update, and deactivate user accounts (except for the system admin). 5. Assign, or update, or delete role assignments. 6. Assign, or update, or delete campaign assignments. 7. View the province-level dashboard page. 8. View indicators and visualisations district-wise for the province. 9. Drill down charts to view the metrics upto the lowest boundary level (village). 10. Filter dashboard indicators by the date range. 11. Share dashboard pages/visualisations by email/WhatsApp. 12. Download dashboard pages/visualisations as PDF/JPG. 13. View the offline excel reports at specified intervals. 14. View the checklists completion rate for the assigned province across all levels of supervisors (national, province, district, and field).
District Supervisor
Supervisors are responsible for overseeing the campaign operations, conducting random and scheduled inspections, filling supervision checklists, supporting field supervisors to tackle operational issues under their jurisdictions, and training users on campaign SOP and digital tools.
1. View assigned checklists. 2. Fill out assigned checklists. 3. View completed checklists. 3. Create, search, update, and deactivate user accounts (except for the system admin). 4. Assign/update/delete role assignments. 5. Assign/update/delete campaign assignments. 6. View the district-level dashboard page. 8. View indicators and visualisations, administrative post-wise, for the district. 9. Drill down charts to view the metrics upto the lowest boundary level (village). 10. Filter dashboard indicators by the date range. 11. Share dashboard pages/visualisations by email/WhatsApp. 12. Download dashboard pages/visualisations as PDF/JPG. 13. View offline excel reports at specified intervals. 14. View the checklists completion rate for the assigned district across all levels of supervisors (national, province, district, and field).
Warehouse manager
1. Record stock transactions: Create receipt, issues, and returns. 2. View stock reconciliation (system calculated). 3. Submit the reconciliation form. 4. View offline reports for inventory reconciliation.
Programme manager
This user consumes the data collected and shared by the FLW and takes decisions based on the data present. This user must have access to all dashboards with the default view of the data belonging to their jurisdiction and a level below. For example, a provincial manager must be able to view the aggregated data from the entire province as well as the data for individual districts after logging into the system.
Help desk user
Supports an executive to resolve, routes complaints raised during the campaign. This user also helps in user management requests.
1. Create, view complaints. 2. Resolve complaints, assign complaints, and reject complaints. 3. Create, search, update, and deactivate user accounts (except for the system admin). 4. Assign/update/delete role assignments. 5. Assign/update/delete campaign assignments.
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