Build the workforce pool first
Create or import workers with stable identifiers and the minimum required profile data. Resolve duplicates before assigning people to teams.
Team setup
Assign each team to the correct campaign, cycle, role, supervisor, and geography. Use role-specific workflows so field users see only the actions required for their job.
Device provisioning
Provision a device before implementation day and complete at least one login, assignment download, offline transaction, sync, and re-login test. A provisioning badge or QR can provide organisation and campaign context, but the user must still authenticate.
Day-zero checks
Confirm device time, available storage, battery health, app version, user role, assigned geography, downloaded work, and pending sync count.