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Target release

Epic

Document status

Status
titleDRAFT

Document owner

Mary Jo Kochendorfer

Technical Lead



Table of Contents

Goals/Scope

The vision is to support OpenLMIS users with both routine reporting and ad-hoc analysis. Users need a way to visualize and extract data. 

Background

Routine reporting

  • if a report is queried/run/delivered on a routine basis, meaning more than once a year
  • A template can be defined to run the report

Ad-hoc analysis

  • user can define desired data element combinations (via a programming language or wizard)
  • Not routine and the combination of data elements is run infrequently (once year)

User Personas 

UserTech aptitudeScope of supervisionKind of ReportsAccess (how/when)Frequency**Report Types

Store Manager

LowOnly responsible for one geographic facility but may have multiple storeroomsRoutine
  • Application or email
  • ( ? )
Monthly or more (if available)
  • dashboards (to drive workflows)
  • Offline reports
  • printable Printable reports

Intermediate Store Manager

(could be district, regional, providence)

  • Low
  • Can navigate excel
Supervises a subset of facilities or specific zone. Facilities must be mapped to zones.Routine
  • Email and Application
  • Can be delayed (days)

Monthly or weekly depending on replenishment schedules

Daily around due dates for requisitions.

  • offline reports
  • Tabulated/paginated printable reports
  • dashboards
  • maps (reporting rate, stock out, etc.)
  • Filterable results
  • Serach-able results
  • Aggregate reports with drill down to granular items

Central Personnel or

Central Program personnel

  • Medium
  • Strong excel skills
  • No programming experience
  • knows DHIS2
National supervision of all geographic facilities OR national supervision of one program.

Routine

Some ad-hoc (where VAN is rolled out)

  • Application
  • Immediate
  • Monthly (depending on replenishment schedules)
  • bi-annually or annually (for forecasting/planning)


  • ad hoc donor visualizations
  • maps (stock outs, CCE performance)
  • tabulated/paginated reports
  • Excel export of results
  • filterable results
  • Serach-able results
  • Aggregate reports with drill down to granular items
  • printable reports
  • offline reports (potentially for program leads)

Administrator

(unclear if this persona would support reporting)







Implementer
  • High
  • Cann configure DHIS2
  • knows java
  • ??

Ad-hoc


**If the implementer is using stock management, frequency of reports would increase.

Assumptions

  • If the implementer is using stock management, frequency of reports would increase with transaction data. 

User Stories

#TitleUser StoryLabelImportanceNotes
1

2




Diagrams


Dependencies

DescriptionLink
Create user personas and outline objectives

JIRA
serverJIRA (openlmis.atlassian.net)
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-2077


Open Questions

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

#QuestionOutcomeStatus
1


Example reports

Assuming the perspective of a national-level program manager who wants visibility into the activity of their program by region/district, but who would also like the option to get granular-level visibility into facility-by-facility data as well. 

1 - Stockout days 

  • Ideally would be able to view on a map geographically 
  • Could show avg. # of stockout days in a district – aggregated data from all facilities in that district to give a picture of the overall stockout rate for that district 
  • User could click on the facility list and see the specific facilities reporting stockouts 

2- Stock levels/Consumption

  • Nice to view on a map geographically
  • Shows SOH at beginning of period and SOH at the end of period for each facility 
  • Graph could show min/max levels to indicate that stock delivery is adequate to bring stock levels up to max, if they’re ordering too much, or too little 
  • Can show that a facility stock level is below the min or near stocking out 

3 -Timeliness and completeness of reporting 

  • Could show aggregate for the district of whether district is reporting on time
  • Similar to Stockout Report, user could click on the facility list and see the specific facilities which were not reporting on time 

4 - On Time and full deliveries 

  • Could show aggregate data for a district/region for on time and complete deliveries that month. 
  • Similar to Stockout Report, user could click on the facility list and see the specific facilities which reported delayed or incomplete deliveries

Some other ideas we tossed around but didn’t discuss as thoroughly were:

 

Financial Reports 

A program manager would use this report to measure how much money a facility should have (relating to cost recovery) 

A program manager could also see a graph depicting the total costs of requisitions for their area (get a clearer picture of where their money is going) 

Could see whether facility is in the red/black based on cost recovery analysis 

 

Emergency Orders 

Good to show on a map - district level making emergency orders to provincial level, potential risk of stockouts. 

Out of Scope