Scenario 1: In SeattleBalaka, a hospital center receives stock from health programs that are supervised by different program owners. They are implementing openLMIS.
Facility questions:
- Where is this facility? SeattleBalaka
- What is the name of this facility? SEA01BAK01
- How many programs are at this facility? Two.
- What are the programs? Essential Meds and ARTFamily Planning
- Who is part of this facility, and what are their responsibilities?
- Steve is the store manager who orders stock and manages stock levels.
- Mark is the program supervisor of Essential Meds who reviews the requested stock and verifies the appropriate amounts are ordered.
- Liz is the program supervisor of ART Family Planning who reviews the requested stock and verifies the appropriate amounts are ordered.
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- How many people will approve? One per program
- Where are the approvers located? Seattle at SEA01Balaka
- How many people will initiate requests and who? Steve will manage inventory, create reqs, view reqs, delete reqs, and authorize them for review by Mark or Liz
- Are multiple approvers required for all programs? No
- When are multiple approvers required? Not required
- Who will approve? Mark for Essential Meds, Liz for ARTFamily Planning
- Which programs will the approver be responsible for? See above
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- How often does/should an order get fulfilled? Every month
- What day does the order get fulfilled? At the beginning of the month
- What programs follow this schedule? Essential Meds and ARTFamily Planning
- What periods are you ordering for? Monthly periods
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- What responsibilities do each of the people have?
Person | Location | Program | Responsibilities | Schedule |
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Steve | BAK01 | Essential Meds, Family Planning | Create requisition View requisition Delete requisition Authorize requisition Manage inventory Manage stock | Monthly, beginning of the month |
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Mark | BAK01 | Essential Meds | Approves | Monthly, beginning of the month |
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Liz | BAK01 | Family Planning | Approves | Monthly, beginning of the month |
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Setup in openLMIS:
User | Facility | Program | Roles | Schedule |
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Steve | SEA01BAK01 | Essential Meds, ARTFamily Planning | Requisition Based Role:
Does NOT need:
| Monthly - Mar 01 |
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Mark | SEA01BAK01 | Essential Meds | Requisition Based Role:
Does NOT need:
| Monthly - Mar 01 |
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Liz | SEA01BAK01 | ARTFamily Planning | Requisition Based Role:
Does NOT need:
| Monthly - Mar 01 |
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Scenario 2: In SeattleBalaka, a community clinic and a district hospital receive stock from health programs that are supervised by different program owners. They are implementing openLMIS.
Facility Facility questions:
- Where is this facility? SeattleBalaka
- What is the name of this facility? SCC01 and DH01BCC01, BCC02, and HC03
- How many programs are at this facility? Two One to two at each facilityfacilitiy.
- What are the programs? Essential Meds and ART
- Who is part of this facility, and what are their responsibilities?
- Carly is the store manager of SCC01 who orders stock and manages stock levels.
- Mark is the store manager of DH01 who orders stock and manages stock levels.
- Eric is the District Storeroom Manager for all hospitals and community clinics in the area. He reviews the requested stock and approves the appropriate amounts are ordered, and adjusts orders when necessary.
- Penny Dan is the Program Supervisor for Essential Meds but does lets Eric approve the orders and just views ordersstore manager for HC03 who orders stock and manages stock levels.
- Katie is the Program Supervisor for ART who reviews the requested stock and verifies the appropriate amounts are ordered to manage budget expectations.
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- How many people will approve? Two in certain situations
- Where are the approvers located? Their home offices SEA01DH02 and a home office
- How many people will initiate requests and who? Mark, Carly and Mark Dan will initiate requests for their facilities.
- Are multiple approvers required for all programs? No
- When are multiple approvers required? For all orders.
- Who will approve? Eric for all programs, then a secondary approval from Katie for ART
- Which programs will the approver be responsible for? See above
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- How often does/should an order get fulfilled? Every quarterMonthly or quarterly
- What day does the order get fulfilled? At the beginning of the quarterprocessing period
- What programs follow this schedule? Essential Meds and ART
- What periods are you ordering for? Quarterly Monthly and quarterly periods
Role questions:
- What responsibilities do each of the people have?
Person | Location | Program | Responsibilities | Schedule |
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Mark | BCC01 | Essential Meds | Create requisition View requisition Delete requisition Authorize requisition Manage inventory Manage stock | Monthly |
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Carly | BCC02 | Essential Meds ART | Create requisition View requisition Delete requisition Authorize requisition Manage inventory Manage stock | Monthly Quarterly |
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Dan | HC03 | ART | Approve requisition Delete requisition | Quarterly |
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Eric | DH02 | Essential Meds ART | Create requisition View requisition Delete requisition Authorize requisition Approve requisition View order | Monthly Quarterly |
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Katie |
| ART | Approve requisition | Quarterly |
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Setup in openLMIS:
User | Facility | Program | Roles | Schedule |
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CarlyMark | SCC01BCC01 | Essential Meds ART | Requisition Based Role:
Does NOT need:
| Qrtly: Jan01 - Mar31 | Mark | DH01 | Monthly |
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Carly | BCC02 | Essential Meds ART | Requisition Based Role:
Does NOT need:
| Qrtly: Jan01 - Mar31 | Eric | SEA01 | Essential MedsMonthly Quarterly |
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Dan | HC03 | ART | Requisition Based Role:
Does NOT need:
| Qrtly: Jan01 - Mar31 | Penny | SEA01 | Quarterly |
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Eric | DH02 | Katie | SEA01 | Essential Meds | Reporting role? | Qrtly: Jan01 - Mar31 | Essential MedsART | Requisition Based Role:
| Quarterly |
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Katie |
| ART | Requisition Based Role:
Does NOT need:
| Qrtly: Jan01 - Mar31Quarterly |
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| Gliffy | ||||||
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