Microplanning: areas, assignments, and tracking

Enable microplanning for a form

Before using Upload KML, Draw Area, assignments, or tracking, enable the Microplanning feature in the form settings. Forms without this feature do not appear in the Micro-planning workspace.

1. 1.For an existing form, open Forms, then All forms, and select the form you want to configure.
2. 2.For a new form, open Forms, then Create form, and build the required questionnaire.
3. 3.Open the Settings tab in the form workspace.
4. 4.Enable the Microplanning option, then save the form.

Open the form Settings tab

Enable Microplanning

Microplanning enabled

Open the Geographic areas workspace

Geographic areas is the main spatial workspace for boundaries, assignments, and map settings. Open it from the Micro-planning section in the left navigation.

1. 1.In the left sidebar, open Micro-planning, then select Geographic areas.
2. 2.Choose the organization from the first selector.
3. 3.Choose the project from the second selector.
4. 4.Choose a Microplanning-enabled form from the third selector.

Open Geographic areas

Select the working context

Geographic areas workspace

Upload or draw geographic areas

Use Upload KML when boundaries already exist in Google Earth, ArcGIS, QGIS, or another GIS tool. Use Draw Area when you need to delineate a new operational boundary directly on the map.

1. 1.To import boundaries, click Upload KML and choose a .kml or .kmz file.
2. 2.To create a boundary manually, click Draw Area and click around the perimeter on the map.
3. 3.Double-click the final point to complete a drawn polygon.
4. 4.Use Refresh to fetch the latest boundaries and assignments from the server.

Import boundaries with Upload KML

Draw an area on the map

Assign areas to field users

Select one or more polygons on the map, choose a field user, and apply a color. The color makes each user's operational territory easy to distinguish.

1. 1.Click one or more polygons on the map. Confirm the number shown under Selected Areas.
2. 2.Open Assign to user and choose the target field user.
3. 3.Choose an Area color for the assignment.
4. 4.Click Assign to User. The selected polygons update with the chosen color.
5. 5.Use Clear selection when you want to start a new selection.

Select areas on the map

Choose a field user

Configure the assignment

Review the completed assignment

Use tracking and map controls

The map includes controls for navigation, base layers, and field activity. Show Tracking overlays available GPS routes, movement paths, and submission locations from the mobile application.

1. 1.Click Show Tracking to display available field activity on the map.
2. 2.Use the plus and minus controls to zoom in or out.
3. 3.Open the layer switcher to change between the street map and satellite imagery.

Show field tracking

Switch the map layer

Edit or delete areas

The Areas list below the map shows each area's code, name, submission count, assigned user, boundary status, and available actions.

1. 1.Scroll to the Areas list and locate the target area.
2. 2.Click the pencil icon to edit its code, name, administrative hierarchy, or target population.
3. 3.Click Save changes when the area information is complete.
4. 4.To remove an area, click the trash icon and confirm the deletion prompt.

Areas list

Open an area for editing

Update area information

Confirm area deletion

Monitor progress from Overview

The Overview dashboard gives project managers a high-level view of spatial coverage, assignments, submissions, completion progress, and active enumerators for a selected plan.

1. 1.In the left sidebar, open Micro-planning, then select Overview.
2. 2.Open the Plan selector at the top of the page.
3. 3.Choose the micro-plan you want to review.
4. 4.Review total areas, assigned and unassigned areas, submission progress, and enumerator activity.

Open Overview

Select a micro-plan

Microplanning Overview dashboard

Complete operational workflow

1. 1Create a new form or select an existing form
2. 2Enable Microplanning in the form settings
3. 3Select the organization, project, and form in Geographic areas
4. 4Upload or draw areas and update their metadata
5. 5Assign areas and colors to field users
6. 6Collect field data and use Show Tracking
7. 7Select the plan in Overview and monitor completion