CoverageTrackrUser guide
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Coverage tracking

Create a field activity

Start an Enumeration, Validation, Service Delivery or Pre-Enumeration activity and prepare it for deployment.

10–15 minutesOrganisation admins and programme managers
Before you start
  • Signed in with permission to create activities
  • An activity name, description and operating dates
  • A prepared form or permission to create one
  • The required deployment areas and teams

Follow these steps

1

Start a new activity

Open Coverage Tracking → Field Activities, then select Create New Activity. CoverageTrackr opens a guided setup process.

New Activity page showing activity details and the setup stages
2

Enter the activity details

Enter a clear activity name and description. Choose the activity type: Enumeration, Validation, Service Delivery or Pre-Enumeration. Set the start and end dates and enable Location when the workflow should collect location information.

Activity Details screen completed with an example activity name, type, description and dates
3

Select the form

Select Next to continue to Form Selection. Choose the form field users will complete. If the required form does not exist, return to Form Builder and create it before continuing.

Activity Form Selection stage with an existing form selected
4

Configure deployment

In Deployment, select the administrative areas and operational units where the activity will run. Review the selection carefully because it determines the activity's geographic scope.

Activity Deployment stage populated with Nigeria, Adamawa, Yola North and Bako
5

Assign teams

In Team Assignment, assign the responsible users or teams to the selected deployment units. Ensure every required area has an owner before moving on.

Team Assignment table showing assigned and unassigned deployment locations
6

Configure payment settings

Enter the daily target and any applicable stipend, data, transport or hardship allowances. Select the condition that determines when each allowance is earned.

Payment Configuration populated with a daily target and allowance amounts
7

Add the approval workflow

Add each review stage, give it a clear name, and select the responsible user or role. Keep the sequence aligned with your programme's approval process.

Approval Workflow with a Supervisor Review stage and selected approver
8

Review before publishing

Save the activity as a draft and review its form, scope, team assignments and dates. Publish only when it is ready to become available to the intended users.

Field Activities list showing activities and their publication status

Note: Publishing has an immediate operational effect. Use a draft for review and obtain the required approval before publishing.

Done

A new activity is configured with its form, deployment and team settings, ready for review before publishing.

If something goes wrong

Next reports that required fields are missing.

Check the activity name, type, description, dates and any type-specific control shown on the page. Required information must be complete before the next stage is enabled.

The required form is not listed.

Confirm that the form exists in the active programme and is not already restricted by another workflow. Create or update the form in Form Builder if needed.