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1

At what point in time the system will actually create the stock cards?

(a) when facility's product list is set up: OLMIS-1431
(b) when a product outside facility's product list is received through the regular receive process (OLMIS-615) or ad-hoc receipt (OLMIS-634) 

Jira
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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-706

Closed
2Do we need the view part of the stock card configuration for the admin user

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serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-706

Open
3

Do we have the stock cards based on programs or they will always be product wise? If product wise, how do we do reporting when a product belongs to more than one program?

Note that Zambia has stock cards based on programs (i.e. if a product belongs to multiple programs, it has multiple stock cards) while Mozambique has product-wise stock cards. Suggestion at the prioritization exercise (Dar/Nov 2016) was to have an admin config available for this.

Product Committee: Generally, we're seeing stock cards per program (so product stored in different locations by program and hence with different bin cards). In some cases, the product assignment is done at dispensing, in which case there's a single stock card.

So - prioritise making program-specific stock cards. Make other option a configuration (eventually or immediately if possible)

Side note: donor-specific stock cards? Isn't necessarily done now since visibility to that level is difficult, but might become a requirement to track donated stock. This relates to the donor field on the stock card.

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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-706

Closed
4

For Product Committee

For Min/Max calculations,

(a) What are the standardized formula for min/max calculations with respect to consumption or populations

(b) What are the most important factors other than population and consumption

Note that including location seasonality considerations came up at the prioritization exercise (Dar/Nov 2016)

(c) and at which level (Geographic Zones, Facility, Programs) they will be configured.


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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-978

Open
5

Will we create a new scheduling mechanism or we will reuse the one we already have in requisitions?

OLMIS-1145 assumes we reuse

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serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-1145

Open
6

Product Committee:

In supporting Lot management, what level do we want the configuration? Globally or by program or facility type? If it is turned on, what is required?

Also, there are some open questions on the details around what happens if a TradeItem doesn't have lots but then a user decides to start using lots. Can the system allow a tradeItem to have a stock card and a lot to have a stock card? Lot Management for Stock Management Service for more details.

Currently the team has prioritized managing lots centrally to start. Does the PC see major issues with this approach? It will be turned on or off globally. We can works to more configuration and potentially allowing end users to add lots. Right now we do not allow end users to add new products (Question #13) so we took that with adding lots. Please weigh in PC members

Jira
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keyOLMIS-1112

In Progress, Shiyu Jin (Deactivated) is leading this process.
7

What level of configuration do we need for stock card?

OLMIS-706 defines this

Jira
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keyOLMIS-706

Closed
8For viewing a stock on hand card, how detailed level information is required? Do we just need a total stock count or we would also require breakdown of stocks with respect to lots/batches?If lot management is "on" and lot is a selected as a column for the stock card through OLMIS-706, this should include breakdown with respect to lots as well. See OLMIS-625.

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keyOLMIS-18

Open
9

Are there specific needs around search/grouping products? By donor? Tenly Snow (Deactivated)


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serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-532

Open
10

Should Adhoc Issuance and Receipts REASONS be specific to program? Or global?

Specific to each program, though we can start with global

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keyOLMIS-629

Jira
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serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-630

Open
11

What is the priority of Recall functionality?

To be done during/after Lot Management OLMIS-1308
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keyOLMIS-1116
Open
12Should an initial physical stock count be mandated when a facility profile is created?This is optional and we can force user to do the initial physical inventory via process

Jira
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serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-1431

Open
13

Do we allow facilities to receive (or rather, record receipt of) products (a) outside the facility's product list, (b) outside the implementation's master product list

For (a), we've assumed yes in OLMIS-634

Product Committee: This is a Policy vs. Practice question. A few sources: no national supply, supplementing supply from private sources, or donation. Frequently, outside the traditional requisition process, but not as frequently outside the master product list (though it does happen for nutritional supplements).

Solution: whether or not this is allowed should be configurable - at the program level. If allowed, facilitate (easy) report to see non-traditional products being used.

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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-634

Jira
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serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-615
Open
14

What aspects of stock management need offline functionality?

Product Committee:

Priority 1: (a) anything the store room managers do frequently. So not ad-hoc receiving for e.g., (2) anything that might take a while and impacted by lost connectivity. So, scheduled physical stock count.

Priority 2: Everything offline - to avoid the use of paper if there's no connectivity. Needs more research (should this be a mobile/other UI feature developed for the implementation)

AllOpen
15Do we assume stock is destroyed during a recall process? Do we need stories to track the stock being returned up the supply chain?

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keyOLMIS-1429

Open
16Should "Manufacturer" be an option for the electronic stock card?If lots are being used, manufacturer will be associated with tradeItems. See Medical Commodities: OpenLMIS Model for GS1 for more information.

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keyOLMIS-706


17

How should stock management activities be recorded – by product or by activity (i.e. does user select “Ad hoc Issue” --> list of products, or a single product --> Ad hoc Issue)?

We could do one by default (activity → product(s) is how most stories have been written right now), and have an extension point to change this? Might be difficult to set up the extension point.

Product Committee: Multiple-product entry has been a huge time saver - let's stick with that as default. So select the activity (e.g. issue, adjustment, etc.) and then selecting multiple products

Implemented.Closed
18What is the priority of Redistribution function?

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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-1435

Open
19

Do we need to include any approval/supervisory processes in any stock management functions? For instance, will someone need to approve an ad-hoc issue/receipt?

Product Committee:

For 3.1

  • No approvals needed for basic movements on the stock card, which means that a second person isn't going in and "approving" a movement made by another person. HOWEVER, we will have permissions in the system around WHO can make movements.

Looking forward

  • We should look into how to add another layer around an Audit/Verification check. Stores often have monthly/periodic audits - usually around physical stock counts - where a second person approves/verifies the SOH on the system.
  • District level store, vaccine, or costly items may need an additional workflow to explain large adjustments. If an adjustment (damages/expiries/phy stock count, etc.) exceeds certain %, require an explanation or note for why the adjustment was that large.


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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
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keyOLMIS-1439

Jira
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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
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keyOLMIS-1620

Decision made, will address later.
20Once the stock management module is completed, is there a need to do physical stock counts, adjustments, and/or other stock management activities through the requisition form? What happens when both stock management and requisitions are "on" for an implementation?I'm flagging this question for Josh Zamor

Jira
serverJIRA (openlmis.atlassian.net)
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2113

Open
21

Do we need to generate a POD for ad-hoc receipts? Should we have this as a core feature or an extension point?

Product Committee: No - we haven't seen a business requirement for this.

Jira
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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-634

Decision made, will address later.
22

What permissions need to be enforced for stock management? Do these need to be separate from permissions set up for requisitions? (https://clintonhealth.box.com/s/2rsoebxxrofxjh2c5tkjerwtiycmjzb9)

  • Review and validate user personas
  • Should Storeroom Managers be assigned by programs?

Product Committee:

  • Permissions need not be by type of movements? i.e. a user would not have permission to perform only one type of stock movement, but would get permission for all.
  • Stock management users/Storeroom Managers should be assigned by programs?

Jira
serverJIRA (openlmis.atlassian.net)
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2519

Under discussion
23

For Product Committee

Do we need archiving permission at facility level, or is a 'deactivate' function at the national (admin?) sufficient?

Shiyu Jin (Deactivated) could you fill this out. I believe we discussed this during the workshop.

Currently, there is no archiving function in release 3.1.


Closed
24

What kind of options/configurations for signatures should be provided in the core product?

  • Free text (planned currently)
  • Username + timestamp
  • Initials (system generated from user login)

Shiyu Jin (Deactivated), please update this with the plan for signature at this time.

As for physical inventory, we allow end user to input free text signature but as for other stock events: adjustment,receive,issue we would use the initials generated by system from user login.


Closed
25

25.1 Should users be allowed to enter historical movements (i.e. in a non-chronological order)? If so, how far back can they enter movements for?

25.2. How should correction of historical movements be done?

Example options for ways to deal with correcting historical movements: Correcting stock movements


Follow up for Product Committee:

25.3. When users run a report that includes historical movements, will the calculated SOH be based on the date of movement or system date? Should both options be provided to user?

Product Committee:

25.1. Yes, users will be allowed to enter historical movements. Cutoff TBD.

Use cases across implementations:

  • Mozambique: users are not allowed to enter historical movements
  • VIMS: users are allowed to; initial set up was anything in the current month (i.e. if it is 13 Jan, allow movements to be entered starting from 1 Jan). Eventually -based on user feedback/behaviour - this was extended to the previous month as well (i.e. if it is 13 Jan, allow movements to be entered starting from 1 Dec)
  • Zambia: physical stock count

Options for cut-off:

  • Last physical stock count
  • Last requisition
  • This month
  • Previous month

25.2.The committee was unanimous in selecting 'Reversal'. However, there was some debate on how the reversal should be recorded - whether it should be as a 'Receive' (as in the original example) or as an 'Adjustment' (see second table in the 'Reversal' section). The reason an Adjustment was preferred was so that we would have an 'Adjustment Reason' that could potentially be displayed on the Stock Card.

We decided this needed more discussion of pros/cons between those two options, and that we would get back to PC after Shiyu, Mary Jo, and Josh discuss. 


Shiyu Jin (Deactivated) can you insert the ticket fulfilling this decision?

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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2013

Closed
26

For Product committee:

How do we want to deal with the need for additional information for some stock movements? For example, if a large adjustment (quantity of expired goods or physical stock count) is made. Two possible options:

  • System detects when unusual stock movements are recorded and prompts user for more information
  • System lets movement through but allows users/decision makers at higher levels ask for more information through the system


Open
27

For Product Committee:

Should we prioritise creating internal OpenLMIS notifications? i.e. notifications that show on the OpenLMIS web page, as part of a notifications centre/icon. Current the notifications service is focusing on email notifications.

If/when we implement internal OpenLMIS notifications, do we force action on the user? (i.e. a physical stock count notification will only go away once the physical stock count is done; or a low stock alert will not go away till an emergency requisition is placed, etc.).



Open
28

For Zambia Facility Edition:

(email from Lakshmi Balachandran, 13 Jan 2017)

  1. Are users allowed to enter historical stock movements? i.e. enter an activity from a week or month ago that they may have forgotten to record, even if one or more activities after that date have already been entered.If that is allowed, what is the cutoff date for how far back they can enter information?
  2. I understand requisitions and stock movements are recorded one product at a time. Have you had any user feedback around wanting to record say expiries for multiple products at once? I’m asking partly because we actually did get that feedback from users in Mozambique (the Android system – ESMS – right now has a user select a product and then record a movement, so one product at a time).

 Mary Jo shared some screenshots from the Facility Edition with me. Could you help clarify:

  1. What do the Reverse Transactions and Backlog allow users to do?
  2. The stock card (after an activity) display both Balance and Usable Balance. What is the difference?


Are users allowed to enter historical stock movements? i.e. enter an activity from a week or month ago that they may have forgotten to record, even if one or more activities after that date have already been entered.

From Chris Opit:

Q: If that is allowed, what is the cutoff date for how far back they can enter information?

-Physical count is the determinant for the cutoff. If physical count is done at the end of the month it means all reconciliations have before that date have been done.

 Q: I understand requisitions and stock movements are recorded one product at a time. Have you had any user feedback around wanting to record say expiries for multiple products at once? I’m asking partly because we actually did get that feedback from users in Mozambique (the Android system – ESMS – right now has a user select a product and then record a movement, so one product at a time).

- Being a transaction processing system, requisitions are generated from routine transaction data.

- Depending on the type of transaction, a series of products in the program are displayed for update: physical counts, losses and adjustments, issues, receipts provide an interface for multiple entries without toggling between screens.

Mary Jo shared some screenshots from the Facility Edition with me. Could you help clarify:

Q: What do the Reverse Transactions and Backlog allow users to do?

- Reverse transaction enables a user to undo a wrong transaction. This drops data for the entire transaction allowing the user to enter a new transaction afresh.

- Like bank transactions, correction of values of entries is not allowed but rather complete reversal.

Q: The stock card (after an activity) display both Balance and Usable Balance. What is the difference?

- Balance displays the stock as at the date selected – especially if the user wants to review stock as at a particular date in history. Usable balance is current balance of stock.


Open
29

For Product committee:

Do we allow user to do physical inventory outside the schedule physical inventory date? Does store room managers must to input the stock on hand quantity for all the active products (within stock cards) during each physical inventory? Can they skip some products' stock on hand quantity?

Yes, for 3.1 there will not be a schedule and users can conduct a physical inventory at any point.Closed
30

For Product committee:

What type of system permissions are needed for viewing, creating, etc. stock movements. Who can view the stock card? Does the same permission management as the requisition? Meaning anyone who can view my facility requisitions will be able to view my facility's stock cards. Should it be similar to requisitions (requisition group/program, supervisory node, home facility).

Mary Jo Kochendorfer (Deactivated) reached out to Chris Opit to learn how Facility Edition handles permissions.

From Chris Opit:

At facility level there are 3 main categories of users:

1 - Health facility in-charge/Pharmacy in-charge/Lab in-charge:

These are the the most powerful persons at each health facility and they oversee commodity security at the last mile. They have access to view stock status, RandR and associated reports. They also may occasionally participate in issuing products to the dispensing/use locations.

2 - store in-charge - may be one for lab products and another for Essential medicines and/or ARVs. These are often in charge of the stock control cards in the respective stores. They are responsible for issuing products to the dispensing points and will usually answer to the facility in-charge and the District supervisors. Providing oversight of stock at the whole facility and generating monthly Reports and Requisitions for stock replenishment. Due to shortage of health workers, the store in-charge may also assist with dispensing of health commodities at dispensing locations.

3- Dispensers/testers/lab technologists - these execute the final product-use tasks: dispensing to patients, running lab tests and managing stock in their physical locations and requisitioning from the store. Stock management may involve performing periodic physical counts of products they manage. They may not have rights to manage commodities at the main store in the facility. In some occasions they double-up as managers for the main stores as well.

--- the bottom line is that there is close consultation with key staff at the facility to determine the roles of different staff at that level

Jira
serverJIRA (openlmis.atlassian.net)
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2519

Open
31

For Product committee:

Continuing from a conversation had in 2017-02-27 Meeting Notes. First, review some example use cases on needs for negative SoH, User cases for negative SOH balance.

Given the use cases, let's discuss the following:

    • is negative SoH allowed: yes/no
    • if negative is allowed, is the user prompted before syncing or entering a historical transaction? : yes/no
    • how long can a negative SoH be allowed before alerts are sent (and to whom): is this a matter of hours? days? a function of the processing periods?
    • what kind of scheduler would we need to send those alerts, and how would we use it with the negative SoH rule (policy)?
  • How configurable is the setting? by perhaps Program, Facility, etc.
  • I would expect that within a Program, the rule (or policy) could change over time, how would that be done?

Brought up to the PC on  . Suggested speak with JSI, Logistimo and try to find some SOPs.

Mary Jo Kochendorfer (Deactivated) has reached out to Chris Opit and team for insights from the Facility Edition.

From Chris Opit:

1- Negative SoH is not allowed - balance on hand is continually displayed for each transaction and usage deducts directly from balance. Users cannot perform transactions when commodities run out and have to fix any anomalies before proceeding. Some product categories like HIV test kits require the tester to perform physical counts at the close of each day. Without previous day's physical count, the tester will not be able to proceed with today's HIV testing

2- standard stores/inventory management practices are followed in public health logistics as well

Jira
serverJIRA (openlmis.atlassian.net)
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2092

Closed

3.1 scope does not include a distributed closed system (concept of pending stock) so SOH will not go negative.


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