Goals/Scope
R&R approval workflow needs to support some additional scenarios
Status in eLMIS: Implemented.
Status in OpenLMIS: ?
Priority: High priority for Tanzania, Zanzibar, Zambia
Background
The approver
- Need to reject an R&R with reasons
- Need to fill quantity to order, even through that product line was skipped
Assumptions
Supervisory relationships are set in the admin section
User Stories
| # | Title | User Story | Label | Importance | Notes | JIRA Tickets |
|---|---|---|---|---|---|---|
| 1 | R&R form | As a supervisor I need to be able to reject an R&R and be able to explain why it is being rejected | R&R form | Must have | ||
| 2 | R&R form | As a supervisor I need to be able to override an skipped line item and fill quantity to order | R&R form | Must have | In some cases, this could be a scenario when a new product is being sent to that facility | |
Diagrams
eLMIS have a Reject button for approver. Approver can provide comments/reasons for rejection. Approver is asked to confirm the rejection. After confirmation, the R&R is reset to Initiate stage and the facility is notified through email.
Facility then login and open the R&R. Comments button changes color to indicate that comments were added. Facility can ready, fix, respond to the comments and resubmit. Approver will be able to read the comments chain and approve, if satisfied.
See the screen shots below, for this workflow
Approve add comments for rejection
Approver is asked to confirm
R&R is returned (set to Initiate status) for data entry again
Facility reads the notification through email, login and find the R&R in Initiate stage
Facility see that the Comments button is lighted up
Facility read the comment, fixes the flagged issue and resubmit
Approver get notification email, login, read the comments, feels satisfied and approves this time
Second Scenario: Unskipping a product by the Supervisor
Approver sees that two products were skipped
For the skipped products, the Approved Quantity and Remarks cells are disabled
Approver decides to unkipped the first product. Now the Approved Quantity and Remarks cells are enabled so that the approver can override and approves some quantity and adds remarks, if needed
Note that even after unskipping, rest of the report related cells (i.e., Opening Balance, Receives etc.) are still disabled.
Dependencies
| Description | Link |
|---|---|
Open Questions
Below is a list of questions to be addressed as a result of this requirements document:
| # | Question | Outcome | Status |
|---|---|---|---|
| 1 | Is it possible to notify users through the system instead of (or in addition to) an email? A system notification on the home page will get attention earlier than an email. |