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Goals
- Add on reports needed for vaccines within Stock Management
Background
Vaccines May 2017 Workshop Attendees: Ryan McWhorter (UNICEF), Dorthe Konradsen (UNICEF), Teresa Ha (UNICEF), Brandon Bowersox-Johnson (VillageReach), plus some attendees who joined on day 2 or 3.
OpenLMIS version 3.1 will deliver the following features within .0 previously delivered an initial beta of stock management. See Stock Management for the detailed list of features.
Assumptions
- insertReporting technology (Jasper, Tableau, Pentaho, HTML reports, etc) still needs to be addressed. The reports below could be built in a number of different technologies. But before we start building them, we need to determine if any of these need a new platform.
Reports
For ALL these, we want report drill-ins by:
- Facilities drill in by geographic level down to a single facility
- Products drill in by category to a single product
| # | Title | Report | LabelImportance | Notes/ | JIRA Tickets | |||||||||
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| 1 | Closed vial wastage | KPI3. Closed vial wastage - DISC KPI with the drill-ins mentioned above, plus a drill-in by wastage reason | MVP | Rachel Powers (Deactivated) need to talk with Brandon Bowersox-Johnson about brainstorming for this. How to track closed vial wastage if all the wastage reasons are configurable? Maybe user can add and then also select "closed vial wastage" checkbox to specify. (Mary Jo Kochendorfer (Deactivated) idea) After discussing on , we decided that due to performance concerns we think the best approach is to define which reasons populate the indicator within the reporting solution, aka Tableau. | ||||||||||
| 2 | Full stock availability | KPI2. Full Stock Availabilitystock availability This is an alternative to Stocked According to Plan (SATP) that is needed for any time we don't have a min and max specified. | MVP | |||||||||||
| 3 | Stocked according to plan | KPI1. Stocked according to plan - DISC KPI Measured by facility and by product (quarterly – intermediate levels; annually – national, global). | MVP | |||||||||||
| 4 | Stock sufficiency report | Stock sufficiency report (Connects to Forecasting & Estimation domain) | MVP | |||||||||||
| 5 | Open Vial Wastage | KPI. Open Vial Wastage ...so that Program Managers can accurately forecast and can address program practices | Next | Brandon Bowersox-Johnson, let's discuss. | 6 | Future stock sufficiency report | Question: how much is this covered in Forecasting and Estimation? | 7 | Product availability report | (SM Rep 2) | 8 | Down Votes: 2 At the workshop this was included in the MVP as the very lowest item, but was down-voted. | ||
| 6 | Space utilization | Space utilization - a KPI or a report? space used / total space in CCE (connects to CCE domain) | Next | |||||||||||
| 7 | Slow-moving items/inventory turns | Slow-moving items/inventory turns This would be a query that could be helpful for root cause analysis. | Next |
Sources:
- Priorities came from the final MVP whiteboard at the Vaccines Workshop: /wiki/spaces/OP/pages/113054114
- Most of these user stories sourced and numbered above came from pre-workshop research here: Stock Management Domain Parent Page
Diagrams
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Dependencies
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Dependencies
Depends on data we get from B. Enter Stock Data and A. Dependencies & Configuration.
Open Questions
Below is a list of questions to be addressed as a result of the vaccine workshop:
| Question | Next step | Outcome | |
|---|---|---|---|
| 1 | Reporting technology (Jasper, Tableau, Pentaho, HTML reports, etc) still needs to be addressed. (see note in Assumptions above) | ||
| 2 | How to we know which of the adjustments accounts for closed vial wastage? | Internal team discussion, see notes above | |
| 3 |
Out of Scope
Out of scope for this feature OR potentially saving for future development.(see Next in User Stories above)