In this workflow a Stockroom Clerk is conducting a stock count of the commodities in a facility for a specific program.
Choose a program for creating a new physical inventory:
Feedback from Team ILL: In the future we suggest this screen might be combined with the Physical Inventory List screen to view any physical inventories that are already started in draft. That list ticket is not in the current scope. So far now there is not a list of any inventories in progress (fine for getting started now).
After you click the 'create' button:
Feedback from Team ILL:
You can search with keywords:
Feedback from Team ILL:
After you click 'save' button:
If the save failed then:
Feedback from Team ILL: The styles for the red error message here have changed recently. Please use the latest UI Style Guide when you code this.
If you go back and want to view you saved draft then, You can click the 'create' button to edit the draft
Feedback from Team ILL: We do not need the "view mode" screen here to show you the view-only draft first. When the user goes into the draft inventory, they can go directly into "editing mode". Also, this screen should have the progress bar at the top.
After you submit a physical inventory then it will navigate you back to the SOH summary page with the program you choose for the submitted physical inventory and your home facility:
Feedback from Team ILL:
The design for allowing user to choose multi-programs for one physical inventory:
The physical inventory page include lot information:
Feedback from Team ILL: Similar to above, for now we can show all the Lots expanded and not include the expand/collapse feature. Also we will need to handle the Lots in the pagination (we talked about ideas to avoid having some of the Lots paginate and get split up on separate pages).
In this workflow, a Store Manager is checking the stock level for a commodity in a facility.
SOH menu:
After you choose a program, facility and then click the 'view' button then:
The SOH summary view within lot information:
Feedback from Team ILL: Similar to the feedback above, we can remove the Program and Facility fields and Search button from this screen. These are included in the page title.
If you click the 'view' button next to one orderable, then it will direct you to the stock card page:
Feedback from Team ILL: We suggest using styles from the Requisition header for the top "BIN CARD" header area. Also, please add some sample content into that header area so we are sure we are understanding what would be on this screen. Also, perhaps the Expiration Date should get a more prominent style since it is important.
Open question: do we treat physical inventory differently then others?
Main workflow for issues, receipts, adjusts
Once in the activity, how will the experience look. These options are not mutually exclusive and could both be there.
(to be generalized to all the other activities as well)
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.
Search by product name and add to page. Adding products one by one. 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.
May be useful when users don't know what programs a product belongs to. Or just adding one or two products so don't want to click through products.
Display full list of products initially. Select specific products from the list or a table format where they enter the data into the columns. User enters details for the products that s/he needs to
(no mock up for this view)
The following information needs to be recorded for each activity (review OLMIS-1633)
For each activity, need to decide what information (such as current SOH, MOH, AMC) should be displayed while the user is entering information.
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?
Question | Discussion | Ticket | Status | |
---|---|---|---|---|
1 | Once 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 | |||
2 | Can 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?
| Nick: should actually be doable technically? If the desire is to do this without code, becomes tricky. | ||
4 | Should 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.
stock card line item columns.xlsx
ESMS Mozambique Screenshots:
Nigeria Fastman screenshot: Home page (more screenshots embedded in the story above)