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- The top progress bar might be confusing to users; maybe a text explanation sentence for users would help.
- Regarding the "All" tab, we suggest an alternative idea: put an "Add" button on the page instead of the two tabs. Clicking the "Add" button brings up a modal/popup with a Product field to pick product(s) to Add, or Cancel to close the modal/popup. When you click add, the modal/popup closes and the table reloads with the additional product(s) shown.
- New Comment: There is a Program dropdown still at the top left here. I believe we do not need that. We are not providing the option (yet) for doing an inventory on more than one Program at a time. Later if that feature is added, we may provide this field as a way to filter the grid of Products to limit it to a chosen Program. But I believe that is not in scope yet.
- Regarding the "Lot" dropdown, we suggest doing something visually to distinguish the lot names (Lot A, Lot B, etc) from the Product name (Acetacylic Acid, etc). EG, that could be a slight indent. For the Lot rows we might want to show the Expiration Date, not repeating the Program or Facility column. Nick has an idea that he might share with Mary Jo first. Finally, the Lot expand/collapse could be removed, and we just show all the lots (with no ability to collapse the lots).
- We suggest removing the use of the Pencil icon. All the editable fields can be an editable bubble field. We don't want users to have to make an extra click on a Pencil icon whenever they want to add a number.
- Columns for Program and Facility might not be needed because those are in the page title.
- We suggest grouping these rows by Product Category, or possibly by CommodityType (Josh may have input about how we group by Commodity Types when TradeItems are in multiple CommodityTypes in different classification systems). The Product Category groupings are used on the Requisition Form and help staff to work through their products in a group. Products are alphabetical within each category.
- Regarding the "Back" button, we suggest moving that. We don't have a specific page the user should go 'back' to for now. We don't use the 'back' button as a pattern in OpenLMIS UI so far.
- Regarding the "Save" and "Submit" buttons that are both blue, we suggest moving Save to the left-hand side and making it gray instead of blue (similar to the pattern on the Requisition screen). The "Submit" button is the primary action, so it would stay at the bottom right in Blue color.
- Looking Forward: Once we have built out Adjustment feature (in 3.1 stock scope), we want to add a link to the Adjustment screen from this Physical Inventory screen. While doing the Physical Inventory, a user might want to jump in to make an adjustment for any product, so an action link or action button for that on each product row might be helpful.
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