Reporting - Logistics Summary report

Target release
EpicReporting - Summary
Document status
DRAFTED
PriorityHIGH
eLMIS StatusImplemented
OpenLMIS StatusNot Implemented
PATH 
OpenLMIS Mary Jo Kochendorfer (Deactivated)
JSI Ashraf Islam (Unlicensed)

Goals/Scope

Displays stock movement of product(s)  in the selected period. Facility view show stock movement at individual facility level, Aggregated view  show aggregated data by product over selected filters


Status in eLMIS: Implemented.

Status in OpenLMISNot implemented within OpenLMIS, can be created in Tableau 

Priority: High priority for Tanzania, Zanzibar, Zambia

Background

Use:

  • District and up to see health of supply chain, looking at the key data elements (look at SOH, closing balance, adjustments)
    • District will be 1 row per product, disaggregated will have each facility, 1 row per product

The Summary report’s  facility view shows:

  • facility code
  • facility name
  • facility type
  • product code
  • product name
  • opening balance
  • receipts
  • consumption
  • adjustment
  • closing balance
  • reorder amount

District view shows:

  • product code
  • product name
  • opening balance
  • receipts
  • consumption
  • adjustment
  • closing balance
  • reorder amount


Parameters:

  • program
  • schedule
  • year
  • period (which can be an A / B / C quarter period)
  • Adjustment Type
  • Geographic Zone (district, region, country)
  • Facility Type
  • Facility
  • Product Type
  • Product

Assumptions

In this story user means or one of the following, Health Facility incharge, DMO, Community and Regional Management Team (C/RHMT), Logistics officer/Advisors, Senior level decision maker, M&E officer/Advisor etc


User Stories

#TitleUser StoryLabelImportanceNotesJIRA Tickets
1

View aggregated data over selected filter

As a user, I need to be able select filter and aggregate logistic data over selected filter.ReportsMust have for TZ, ZnZ, and ZM



2View disaggregated data over selected filterAs a user, I need to be able select filters and view  logistic data at facility levelReportsMust have for TZ, ZnZ, and ZM

3Export reports to ExcelAs a user, I need to be able to export all reports and analysis reporting results into Excel so that I can process the data more and analyze it in ExcelReportsMust have for TZ, ZnZ, and ZM

4Print reports with headings and logsAs a user, I need to be able to print reports with customized headings and logos so that I can file the report for future references.ReportsMust have for TZ, ZnZ, and ZM








Diagrams

Dependencies

DescriptionLink


Open Questions

Below is a list of questions to be addressed as a result of this requirements document:

#QuestionOutcomeStatus
1


Out of Scope

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