Campaign setup sequence

Recommended sequence

1. Confirm the organisation and campaign owner.
2. Load or verify the geographic hierarchy.
3. Create the campaign and define campaign type.
4. Configure interventions, eligibility rules, commodities, and indicators.
5. Create cycles and implementation dates.
6. Load targets or microplans.
7. Prepare the workforce pool and campaign teams.
8. Configure stock locations and opening balances.
9. Assign teams, supervisors, service points, and geographies.
10. Provision devices and validate offline sync.
11. Publish dashboards and operational reports.
12. Run a realistic simulation before day one.

Keep configuration stable during a live cycle

Changes to intervention rules, identifiers, geography, and form definitions can affect offline devices that already downloaded assignments. Use a controlled change window and document any configuration change made after mobilisation.