Campaign setup sequence
The recommended order for configuring a new campaign before field deployment.
Administrator
Updated 5 Nov 2026
Geography, microplanning and targets
Prepare a dependable hierarchy and target structure that drives access, deployment, stock, and reporting.
Administrator
Updated 5 Nov 2026
Cycles and interventions
Configure repeated rounds, integrated campaigns, eligibility rules, and intervention-specific delivery logic.
Administrator
Updated 4 Nov 2026
Teams, workforce and device provisioning
Prepare users, teams, supervisors, assignments, and devices for field implementation.
Supervisor
Updated 4 Nov 2026
Stock, waybills and reconciliation
Operate commodity movements as an auditable ledger from issue through acceptance, use, return, and reconciliation.
Supervisor
Updated 4 Nov 2026
Offline sync and field readiness
Prepare devices and users for low-connectivity work without risking duplicate or lost records.
Field Worker
Updated 7 Nov 2026
Campaign close-out
Close a cycle with reconciled stock, synchronised devices, resolved exceptions, final snapshots, and documented lessons.
Administrator
Updated 4 Nov 2026