This page summarizes the discussions and requirements gathered thus far for this domain.
TO DO:
- For all stories, under I and II, reconcile user personas listed
- Link up stories with the exact source from archive
- Figure out what the "backside" of the card will be – if you have a screenshot from an existing system to print on the other side of the card, figure out which screen shot and send to Alice for printing.
- The following table will be represented as cards and printed out so folks can move things around.
Important highlights to note:
- We've defined stock management as everything dealing with stock for my facility and store rooms only. Workflows related to stock at lower levels should be included in DISTRIBUTION. This includes issuing to a lower level, checking stock levels at a lower level, etc.
- Recording wastage open question – are we prepared to move all things wastage to Forecasting & Estimation, or do we still need to talk about reasons for wastage & recording wastage during physical stock count?
- Since wastage is captured first in physical inventory, it should be reflected in stories here.
I - MVP for Domain
<insert description of the table here>
Dependencies/Configuration | Enter stock data | View Stock Data | View KPI (frequency - persona viewing) | View Reports (frequency - persona viewing) |
|---|---|---|---|---|
Upload product list via CSV | Record a physical stock count by product As a storeroom manager I want to record vaccines in my inventory via a process that mimics the physical stock count I perform so that I can keep my electronic inventory synced with my physical inventory. version 3 screenshot | View stock on hand As a storeroom manager, I want to view my total stock on hand for a product within my facility so that I can view the electronic stock card with all transactions for a product that exists at my facility so that I can see what transactions contributed to my current stock on hand for that product. Static table that does not change. version 3 screenshot | Stocked according to plan - DISC KPI (quarterly – intermediate levels; annually - natl, global) | Report of product availability per facility (as needed - DIVO, RIVO) |
Upload reasons for adjustment via CSV version 3 screenshot | Record a stock adjustment + As a storeroom manager I want to record adjustments (movements in/out) of stock within my facility so that I can keep my electronic inventory synced with my physical inventory. Goal: electronic stock card matches my paper stock card version 3 screenshot | View all transactions for a product + As a storeroom manager, I want to see the electronic stock card with all transactions for a product that exists at my facility so that I can see what transactions contributed to my current stock on hand for that product. version 3screenshot | Full stock availability - DISC KPI | |
View product list in one unit only (need to choose doses or vials for all countries) ##Should Stock keeping Units (SKUs) should be the operating assumption to enable use of barcode scanners? If so, vials are the SKU and must be used. However, if doses are the unit for estimating needs (based on targets) then MVP needs to offer both SKU as well as a dose conversion based on doses per vial in order to convert doses need to SKUs to supplied. No OpenLMIS user should have to recalculate doses to vials with a calculator (or worse, by hand) (ChrisW)## | Perform ad-hoc receipt/issue As a storeroom manager I want to be able to perform an ad hoc receipt/issue to record vaccine movements that were not part of the routine process so that I can keep my electronic inventory up to date. (Note: Connects to Distribution/Resupply) version 3 screenshot | Print Stock on Hand Summary As a storeroom manager, I would like to recreate the paper stock ledger as a printout report so that I can present the necessary audit trail for my store. Acceptance Criteria: 1. Clicking "Stock Ledger Report" on generates the mock-up below version 3screenshot | Closed vial wastage - DISC KPI | View Stock ledger report |
Lot Management Centrally A country central administrator enters Lot Codes and Expiration Dates into the system as new lots go into circulation. As a storeroom manager I want to record lot information during a physical stock count so that I can keep track of any issues involving that batch or lot. Lot Management for Stock Management Service version 3 (no screenshot) | ||||
| Initiate & Submit REQUISITIONS |
Open Questions
- Is recording VVM status with physical stock count a must-have? should happen with every stock count
- does doing a physical inventory feed into the CCE process? no
- Would we want to enforce physical inventories? for v3 it's not enforced
- How frequently will users enter in stock balances?
- If wastage is moved to Forecasting & Estimation, do we still need to include pieces on "reason for wastage" here in SM? yes
- Requisitions should be included in stock management, yes
- Does stock counts/bin cards identify which CCE fridge the stock is kept in? (Like a shelf location?)
II - Nice to Have Features
| Related to transactions & adjustments | |
|---|---|
| 1 | Receive product / POD As a storeroom manager, I want to record product that has specifically been received into my storeroom so that I can have a record of the adjustments related to incoming product for my stock room. Acceptance criteria:
Vidya Sampath please move #1 and #2 to the other domain |
| 2 | Confirm receipt & lot information As a storeroom manager, I want to check all the details of the items before I finalize the receipt like manufacturer, unit, expiry date, batch and store, so that I have an accurate record of exactly the products and their origin lots that are in my facility. |
| Facility within a facility (perhaps won't be as important for vaccine work-- more important for medical commodity/HIV stuff) |
| Alerts & notifications | |
|---|---|
Alerts & notifications - Low stock notification As a storeroom manager/approver/decision maker, I want to get notifications for when my facility or a facility below me in the hierarchy has low stock of a product, so I can take decisions (such as making an emergency requisition or an ad-hoc issue) to ensure consistent supply of the vaccine at the facility. **Related to KPI on Stock Availability, so may want to prioritize Open questions: who is the most important person to receive this alert? | |
Alerts & notifications - Stockout notification As a storeroom manager/approver/decision maker, I want to get notifications for when my facility or a facility below me in the hierarchy is stocked out of a product, so I can take decisions (such as making an emergency requisition or an ad-hoc issue) to ensure consistent supply of the vaccine at the facility. **Related to KPI on Stock Availability, so many want to prioritize Open questions: who is the most important person to receive this alert? | |
| 3 | Alerts & notifications - Ad hoc notification As an implementer, I want a notification hook for each ad-hoc receipt & ad-hoc issues so that supervisors/higher level storeroom managers/decision makers can be notified when products' stock change. |
| 4 | Alerts & notifications - Recall & return notification As an implementer, I want a notification hook for each recall, redistribution, & return so supervisors/higher level storeroom managers/decision makers can be notified when products' stock change. |
| Configuration & Admin | |
|---|---|
Configure product inventory list As an EPI manager, I want to create my country's product inventory list so that it will accurately reflect the name, dosage, and manufacturer information for all the products being used within the EPI program. | |
Advanced Lot Management As a store room manager, I want to add new Lots and expiration dates, even if a central authority has not entered the Lot data into the system. | |
| Reports | |
|---|---|
Min/Max stock report As DIVO, RIVO and National user, I want to get a report which show min/max level of my store and current stock on hand Acceptance Criteria
| |
| Barcodes | |
|---|---|
Stocking by barcode As store room manager I want to use a barcode tool to record specific stock information for each unit and ensure proper placement in my shelf using the FEFO principle. I will enter stock using web interface and then uses stock placement provision of the scanner for stock placement Acceptance Criteria
| |
Issuing using barcode As Warehouse Operator, I want to be able to pick stock as per issue voucher by using barcode scanner. Acceptance Criteria
| |
III - What is the "ask" from small group?
At the end of Round 1, we want the group to report back to the plenary with X.
To get this, the small group will work on the following:
Reference how this is set up here: http://boardthing.com/board/58f66e449ff9028fc8fad53d
Walk everyone through what is proposed – pause to make sure they get it and then do voting.
At the end of Round 2, we want the Facilitator to report back to the plenary with Y.
To get this, the small groups (on rotation, global cafe style), will on work on the following:
IV - Notes to Facilitator
- We will have the generalizable country profiles – review with the group often to see if for both countries needs, the MVP is applicable.
- Always ask about which unit of data capture and data view – doses or vials
- Remind resource constraints and time constraints (software needs to be released by November!) when needed
- Remind folks that simplicity is a beautiful thing! Getting folks to think of end user and the need to not overwhelm them with several features but the minimum necessary to do their job well is key.
V - Archive
The following requirements pages informed the work under this domain:
| Child pages (Children Display) |
|---|
This is the boardthing link to an internal discussion on this domain: