Page Comparison

The following comes from a discussion (on June 6, 2016) of the current state of OpenLMIS and the desired future state in 3.x. Many questions are open and the concepts are draft.

Review and Reference

Video demo the requisition process
High-level overview of requisition process within 3.3
2.0 functionality on the demo server

Table of Contents

Table of Contents

High-level process for requisitions

It is important to note that the configuration of the requisition template dictates what the requisition form includes in terms of what columns, fields, and functionality (calculated versus user input) are available for the requisition creation and submission process.

Gliffy


name	Simplified Requisition Process

Main users in the Requisition process

The following users are pulled from the larger list of External User Profiles.

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May

Users	Role	Context, Concerns, Comments	Store Manager	Initiate and edits requisitions
Implementor	Configures the system and uploads facilities, programs, periods, schedules, and other reference data.	Intermediate technical skill set (create csv file imports) Must have all data needed for configuration of the system Has internet connectivity
Storeroom manager	Creates and edits requisitions. Can provide overview comments and context if needed.	Data entry may be on or offline Easy data entry Only see relevant information
Facility Store Manager	Authorizes and edits requisitions		District/Regional Manageror declines the requisition. Can edit the requisition quantities and leave comments.	the authorizer is based on the supervisory nodes May be on or offline
Program Supervisor	Approves or rejects requisitions

Initiate

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Create

Store room manager creates the request.

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Current fields (pictured above)

Open Questions

What value does the "Operated by:" field provide?
What does the "Maximum Stock Level:" mean? Do we know if it is used in the Requisition process?
What does "Emergency Order Point mean?"
Can the Admin user configure different fields for this header? Within what parameters? Which are given?

Authorize

Approve

Convert

Mary Jo Kochendorfer (Deactivated) - for background

.	Doesn't use OpenLMIS often, just for approvals
Warehouse Clerk	Takes the approved requisitions and converts them into orders.	System can automatically convert if there isn't a choice on which supply line will be used for fulfillment

OpenLMIS 2.0: Configuring the system through requisitions

The following helps visualize the order of steps taken in the configuration guide. Not all of the following will be applicable for 3.x OpenLMIS. Please use the following for informational purposes but not requirement definitions.

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Mock ups