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Operations Journey

The Operations area turns a client workspace into a working implementation environment. It is where teams define project structure, assign field work, gather evidence, track risks, communicate progress, and escalate issues.

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Operations Sections

Operations is divided into four sections:
  • Setup
  • Evidence
  • Reporting
  • Services
The recommended order is Setup first, then Evidence, then Reporting, with Services used whenever support is needed.

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Setup Section

The Setup section creates the structure that all later activity depends on.

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Client Projects

A client project is the main body of work being managed in a workspace. Examples:
  • Nutrition baseline study
  • District service quality assessment
  • Climate resilience field monitoring
  • Public health implementation tracking
When creating a project, enter:
FieldMeaning
NameThe clear project name users will recognize
CodeA short internal code
Donor or stakeholderThe funder, partner, or stakeholder linked to the project
After creation, the project appears in the project list.

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Workstreams

A workstream is a major area of activity inside a project. Examples:
  • Household survey
  • Facility assessment
  • Focus group facilitation
  • Training follow-up
  • Data quality review
Workstreams help teams group activities by type of work.

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Locations

A location is a field site, district, region, office, facility, or implementation area. Locations help teams understand where field work is happening.

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Activities

An activity is a specific piece of work that field teams or managers can act on. Examples:
  • Complete 40 household interviews
  • Upload signed attendance register
  • Validate district facility records
  • Confirm enumerator training completion
Activities should be written clearly enough that a user knows what evidence is expected.

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Good Activity Design

A useful activity includes:
  • A direct action
  • A clear scope
  • A field site or workstream where possible
  • A description of expected evidence
Avoid vague activities such as “Do field work” or “Check progress.” A better activity is “Submit signed attendance sheet for enumerator training in Lira district.”

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What Happens After Setup

Once projects, workstreams, locations, and activities exist:
  1. Field users submit evidence against activities.
  2. Managers and MEL leads review submissions.
  3. Approved evidence supports reporting records.
  4. Risks and blockers are tracked as the work progresses.
  5. Service cases are opened when the ProjectDesk team needs to help.