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Forecasting&Estimation Domain: Estimating Vaccine Needs in the Stock Management Tool (SMT)

Target release

Vaccine Module

Epic

Forecasting and Estimation

Document status

DRAFT

Document owner

Jenny Thompson <jthompson@path.org>

Technical Lead

Brian Taliesin <btaliesin@path.org>

Goals/ScopeCan consider later if we want to include calculation data needs in goals/scope section. ???Seems to be written to provide for national level stock management. Confirm this isn't being done and doesn't need to be included, e.g. if statements include prog B10 cell and that level of supply interval, on the prog tab, which I think is just for the national level.


This functionality seeks to provide users of the system a way to estimate vaccine and supply product I think Rachel said saying vaccine product includes supplies/assumes that?need across a series of variables to enable replenishing the store and accounting for lead time requirements. Successful acceptance of this functionality would involve the following:
Estimation of product is done considering at least the following factors in its calculation (target population for that particular vaccine, buffer stock level, minimum stock, maximum stock, For the period as I understand itwastage rate level, number of doses in the vaccination schedule, stock available, supply interval, lead time, Cold Chain Equipment (CCE): CCE functioning status, CCE capacity, storage volume required, and historical consumption within the current year, Estimates of the product are displayed in multiple formats and views, including:

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User StoriesCould add in additional user stories, e.g. EPI review of requisition.

#

Title

User Story

Label

Importance

Notes

1

View needs estimates for facilities in a district

As a district EPI supervisor, I want to see the needs estimates for all of the facilities in my district so that I can ensure the stock in my district depot is enough to meet their needs via next scheduled re-supply and so I know when to place a requisition order from the level above for additional stock.

SMT

Must Have

 

2

View needs estimates for storage points under a specific intermediate store

As an intermediate vaccine store manager, I want to see the needs estimates for all the storage points dependent on me (district depots, zonal depots, etc.) so I can ensure the stock in my district depot is enough to meet their needs via next scheduled re-supply and so I know when to place a requisition order from the level above for additional stock.

SMT

Must Have

 

3

Print-Everything below here's been added. -estimates and forecasts

-As a DIVO, I want to print estimates and forecasts so that I can show them in meetings and share them with supervisors-Cutting print functionality (that I'd pulled down from above), as current sheet doesn't seem to provide this.
Not including story about comparing .

 

 

 

3

Calculate product estimate for my own store.

As a DIVO, I want to be able to see historical data for product in my store in visual and tabular formats so that I can restock product in my store.

SMT

 

 

4

Share estimated quantity for requesting product.

As a DIVO, I want to be able to send a requisition for product to the national level that includes the details for my store.

 

 

 

DiagramsUpdate language based on what's going where, unless I'm missing something?

...

Tool performs calculation of quantity to order for replenishment. Calculation is the difference of the maximum stock minus the stock on hand times the needs for the upcoming period (annual need *lead time requirement). The maximum stock is what is needed for the current period plus the reserve stock to be maintained.
Definitions of "forecast" tab vaccine calculations:
National level workbook:

Column Name

Formula

Supply period

Annual estimated doses needed * supply interval for the specific product (converted to annual

Stock_reserve

Annual estimated doses needed * supply interval for the specific product (converted to annual)

Stock_reorder

Annual estimated doses needed * lead time for the specific product (converted to annual) + Stock_reserve (calculated value)

Stock_maxi

Supply period (calculated) + Stock_reserve (calculated)

Quantity ordered

Stock_maxi – Stock available + Annual estimated doses needed * lead time for the specific product (converted to annual)

Subnational workbook:

Column Name

Formula

Supply period

Annual estimated doses needed * supply interval for vaccines (converted to annual

Stock reserve

Annual estimated doses needed * supply interval for vaccines (converted to annual)

Stock reorder

Annual estimated doses needed * lead time for vaccines (converted to annual) + Stock_reserve (calculated value)

Stock maxi

Supply period (calculated) + Stock_reserve (calculated)

Quantity ordered

Stock_maxi – Stock available + Annual estimated doses needed * lead time for vaccines (converted to annual)


  1. Submit SMT workbook

DIVO submits workbook to DIVO with ordered quantity.

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EPI moves requisition on in process.

Dependencies

Description

Link

 

 

Product Inventory List/Supplies tabTabs: Characteristics of safe injection equipment and other supplies
Characteristics of vaccines
Inventory Management

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

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Question

Outcome

Status

1

 

 

 

Out of Scope