View Source

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

Goals/Scope

Displays interactive map visualization of stock status data of product(s) with drill down capability to list of facilities that are stocked out, over stocked, under stocked. User can select product to display trend charts which show consumption and stock on hand.

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:

Provides visualization of stock status per geographic region with map to enable users a quick glance way of seeing stock status throughout the country (noted that this is important but stock imbalance report is number 1 priority)
Stock status focused but includes reporting rates, (reports>stock keeping > stock status by location)
Select program, schedule, year, period
Includes total facilities, expected facilities, and how many reported
- Question regarding why total facilities are shown
- Over and understocked
- Based on R&R
- max/min stock based on storage, targeted MoS is generally by program (though can be per product)
  - "Stocked out" - facility is counted as stocked out if they are stocked out of any commodity
  - Map colors are gradient based on the aggregate status of all the facilities -
Widely used - at the district level - especially the summary table and bar chart, for the province - they would look at the statuses for each district
When a user looks at this report - what are they doing:
- 1 - stocked out and want to get stock from other people (redistribution)
- 2 - see stock level, if overstock don't want to expire, want to move
- 3 - M&E team routine supervision - especially the trends at the bottom, are some facilities having ongoing stock outs and that is an issue? Before supervision visits, to identify the facilities to visit, the needs there, and issues they are having to look into (look at this, reporting rate, and stock imbalances), and analysis to help address issues
- *Question re: would it be better to have the key data (3 reports mentioned for M&E) in one place? A: Maybe for M&E, maybe less so for other users
A district/province/LMU manager - looking at birds-eye view to ensure your area overall doesn't have expiries - how to redistribute stock
A facility based user is focused only on their facility - can look to see if they are at risk for stock outs or wastage - can see who else in district can transfer in/out

The district view shows:

district name
number of facilities expected to report
number of facilities reported
Number of facilities stocked out, overstocked, understocked and adequately stocked
% stocked out

Product view shows:

product name
number of facilities reported
Number of facilities stocked out, overstocked, understocked and adequately stocked
% stocked out
Checkbox ( to select product for trend analysis)

Parameters:

program
geographic zone
period (which can be an A / B / C quarter period)
Product

Assumptions

In this story user means or one of the following, Health Facility in charge, 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 stock status on map	As a user, I need to be see map of my country with stock status data projected on the map	Reports	Must have for TZ, ZnZ, ZM
2	View district detail	As a user, I need to be able a district on the map and see count of facilities with different stock status and other district statistics	Reports	Must have for TZ, ZnZ, ZM
3	View facility list of a specific stock situation like overstock	As a user, when I click on on stock status leaflet, I need to see list of list facilities and stock stata which explain stock situation the facility is representing. I should see a link to go to RnR and detailed stock imbalance report	Reports	Must have for TZ, ZnZ, ZM
4	View consumtion and stock on hand trend for last 4 period	As a user, I should be able to select product(s) and see consumption, amc and stock on hand trend	Reports	Must have for TZ, ZnZ, ZM
5	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, ZM
6	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, 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.

OpenLMIS > Reporting - Stock Status Summary with Map > image2017-8-11_17-59-53.png

OpenLMIS > Reporting - Stock Status Summary with Map > image2017-8-11_18-0-25.png

OpenLMIS > Reporting - Stock Status Summary with Map > image2017-8-11_18-1-20.png

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.