View Source

Target release	Release name or number
Epic	Reporting - Summary
Document status
Priority
eLMIS Status	Implemented
OpenLMIS Status	Not Implemented
PATH
OpenLMIS	Mary Jo Kochendorfer (Deactivated)
JSI	Ashraf Islam (Unlicensed)

Goals/Scope

Displays stock movement of product(s) in the selected period. Facility view show stock movement at individual facility level, Aggregated view show aggregated data by product over selected filters

Status in eLMIS: Implemented.

Status in OpenLMIS: Not implemented within OpenLMIS, can be created in Tableau

Priority: High priority for Tanzania, Zanzibar, Zambia

Background

Use:

District and up to see health of supply chain, looking at the key data elements (look at SOH, closing balance, adjustments)
- District will be 1 row per product, disaggregated will have each facility, 1 row per product

The Summary report’s facility view shows:

facility code
facility name
facility type
product code
product name
opening balance
receipts
consumption
adjustment
closing balance
reorder amount

District view shows:

product code
product name
opening balance
receipts
consumption
adjustment
closing balance
reorder amount

Parameters:

program
schedule
year
period (which can be an A / B / C quarter period)
Adjustment Type
Geographic Zone (district, region, country)
Facility Type
Facility
Product Type
Product

Assumptions

In this story user means or one of the following, Health Facility incharge, DMO, Community and Regional Management Team (C/RHMT), Logistics officer/Advisors, Senior level decision maker, M&E officer/Advisor etc

User Stories

#	Title	User Story	Label	Importance
1	View aggregated data over selected filter	As a user, I need to be able select filter and aggregate logistic data over selected filter.	Reports	Must have for TZ, ZnZ, and ZM
2	View disaggregated data over selected filter	As a user, I need to be able select filters and view logistic data at facility level	Reports	Must have for TZ, ZnZ, and ZM
3	Export reports to Excel	As a user, I need to be able to export all reports and analysis reporting results into Excel so that I can process the data more and analyze it in Excel	Reports	Must have for TZ, ZnZ, and ZM
4	Print reports with headings and logs	As a user, I need to be able to print reports with customized headings and logos so that I can file the report for future references.	Reports	Must have for TZ, ZnZ, and ZM

Diagrams

Include any business process mapping, mockups, diagrams or visual designs relating to these requirements. Describes the tasks and the personas who perform those activities. The diagram provides the context for the user stories and serves as a focal point for achieving clarity and agreement among stakeholders. Looks like a standard flow chart.

Dependencies

Identify initial dependencies that are on the critical path for this functionality and may affect the delivery time and serving of business goals. Include links to stories.

Description	Link
Name of story or release	Link to JIRA

Open Questions

Initial communication between stakeholders and the development team to help understand scope and estimates.

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

#	Question	Outcome	Status
1

Out of Scope

List the features discussed which are out of scope or might be revisited in a later release.