Design Adjustment/Receive/Issue behavior while offline

Description

Assumptions

Physical inventory is accessed rarely (like once a month). Filling the PI is a lengthy process (can take more than a day). If the user doesn’t have immediate access there (needs to wait a couple of minutes) that’s probably fine.

  • There could be situations where we need immediate access to PI as well!

Issue/Receive/Adjustments are accessed frequently (could be several times a day). Filling the data on those screens is quick (usually just one line). The user needs instant access there (no matter if they are online or offline).

 

We need to consider the following aspects:

  • We could consider having information about pending offline actions in the header

  • whether adjustments are synchronized automatically or not

    • Yes, the attempt to synchronize them is made as soon as the user is online again

    • It could be confusing that those actions are automatically synchronized

  • whether to change the button name from Submit to Save

    • The button name is changed, but not to save. See the mockups for design details

  • how to inform users about not sent adjustments

    • An error message is displayed on SoH page and issue/receive/adjusttments - see mock-ups for details

  • what happens when the request fails (e.g. a product is out of stock)

    • An error message is displayed on SoH page and issue/receive/adjusttments - see mock-ups for details

    • We should add more information about failed validations - let the user know what went wrong

    • Consider allowing to retry the failed actions somehow

    • There should be a global page where I see those problems and can act upon them

The approach should be announced on forum or Product Committee.

Mockups: https://agoiba.axshare.com

Activity

Show:
Sebastian Brudziński
February 10, 2021, 11:10 AM

There is no new feedback, I’m moving this to done

Sebastian Brudziński
February 2, 2021, 3:25 PM

Currently obtaining feedback on OpenLMIS forum - https://forum.openlmis.org/t/ui-designs-for-offline-stock-mgmt/5896

Aleksandra Klasa
February 1, 2021, 2:02 PM

I shared the improved approach with you. Please let me know if you need anything else

Sebastian Brudziński
December 15, 2020, 4:10 PM

I noted the feedbacks in the ticket. Most importantly we should consider two things:

  • Add global information about pending offline actions that will be synchronized when I go online (and while I’m online and they are still synchronizing)

  • Add more granular management of the error notifications and allow the user to act upon them (retry or re-submit perhaps?); it would be also good to let the user know what went wrong exactly - maybe we can capture the coming error

Can you help us come up with an approach that will cover those cases?

Sebastian Brudziński
December 15, 2020, 2:03 PM

Thanks, ! I’ll present on the Product Committee and let you know.

Done
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Assignee

Sebastian Brudziński

Reporter

Paulina Buzderewicz