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Which mock ups to be created:

Navigation options

  • Option 1: 5 options (current one)
  • Option 2: Stock Management  (Physical Stock count,  adjustments, Viewing). Receiving (normal and ad-hoc) and Issuing (normal ad-hoc)
  • Option 3: Requisitions, Transactions (issues and receipts), and Stock activities (adjustments and physical stock counts)

Adjustment page options (to be generalized to all the other activities as well)

(These options are not mutually exclusive)

  • Add products by program: The first screenshot shows a list of programs (on the left side). Clicking on a program displays the list of commodities belonging to the program, and allows the user to either all commodities (not shown here) in that program or select commodities from the program to add. 
    The screen says 'Dispense', but would follow a similar pattern for Adjustments as well.


  • Add products by search: Search by product name and add to page. As a sample, the first screenshot also has a search field on the top left side. Clicking there allows user to search for commodities - the screenshot below implements a predictive search.



  • Display all products: Display full list of products and user enters details for the products that s/he needs to


Recording stock movement details

Adding screenshots for recording quantities, reasons, and other information. This will likely not need a series of options but we can discuss. (Note the reasons dropdown in these screenshots are different from ours, please ignore)

  

An option for adjustments is to allow the user to enter multiple quantities corresponding to each reason, all together: 

Patterns

Should we have more navigational hierarchy?


QuestionDiscussionTicketStatus
1Once Stock management is selected as “on” by an implementer, can they also select which activities are “on” (i.e. choose to have any only adjustments for e.g. and record all stock management activities through adjustments). I prefer they have this ability, but open to discuss. If they can select the activities, the menu here should reflect those selections


2Can admin/implementer re-order the dropdown menu?Nick: should actually be doable technically? If the desire is to do this without code, becomes tricky.

3

Can admin/implementer re-group the dropdown menus? For instance, have ad-hoc receive/ad-hoc issue be part of the Receive and Fulfillment processes? Or combine Requisitions and Orders into a single dropdown?

  1. For instance, the Zambia facility edition has Requisitions, Transactions (issues and receipts), and Stock activities (adjustments and physical stock counts)
  2. Some implementers might see ad-hoc issues and receipts belonging better with the Receive and Fulfillment processes, as opposed to Stock Management. Since the only difference there is whether the issue/receipt are user-initiated or automated/through OpenLMIS
Nick: should actually be doable technically? If the desire is to do this without code, becomes tricky.

4Should we consider the use of icons for stock management? In general, should stock management reference UI be more "advanced" than requisitions? How far can the look and feel for stock management differ from requisitions?Nick: prefers phrases versus icons. Typically for lower literacy you'll want both. Icons can also get tricky and may not mean the same thing across boundaries.




Facility Edition Demo photos

 here and here.

Mary Jo Kochendorfer (Deactivated) Lakshmi Balachandran

Attached is the example excel that TW discussed around different user scenarios of making stock movements.



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