2017-03-09 Day Four: Stock Managment Workshop

Date

09 Mar 2017

Attendees

Goals

Discussion items

Time	Item	Who	Notes
	User stories 101		Why? universally understood and providing customer value prevents waste (not from the system prespective) minimum overhead - simple and flexible effective teams Three Cs Card, confirmation (acceptance criteria, determine done), Conversation (mockups, requirements, etc) Nutshell : As a <role> i want to <business goal> So that ....<why it is being built? value> INVEST; independent, negotiable, valuable, estimable, small, testable Appropriate order : Valuable, testable, small, independent, negotiable, estimable What is in a story? as a , i want, so that Acceptance criteria Give <context>, When <event>, Then <outcome> for all scenarios 'happy path' and 'edge cases' and 'unhappy path' prototype user interface design other text/images/context to provide context Phases of the User Story Vision workshop - basic user story 'As a ... I want to.... so that ... "* Iteration planning - add the rough idea of design (start estimating) Just-in-time for development - ACs are populated prior to development Splitting Stories: Vertically versus horizontally Stories are always evolving, not static. Story life-cycle (Shiyu Jin (Deactivated) to insert photo of workflow)

Story list:

Title	Description	User	Functional Area	Origin JIRA tickets	Questions/Notes	Dependency	Type	Comments	Assumption (s)
Create new physical inventory schedule and period	As an admin I want to create new physical inventory schedule so that I can assign later	System Admin	Physical Inventory	OLMIS-1145	UI? Frequency and period	Reference data: schedule	User Story		Reference data UI cannot be used
Assign physical inventory schedule to facility type and program	As an admin I want to create new physical inventory schedule so that I can assign later	System Admin	Physical Inventory	OLMIS-1145	One physical inventory schedule for one facility type and program combination?		User Story		One
Unassign physical inventory schedule	As an admin I want to detach assigned physical inventory schedule with facility type and program combination so that I can adapt to new policy	System Admin	Physical Inventory	OLMIS-1145			User Story
Remove physical inventory shedule	As an admin I want to remove physical inventory schedule so that I can corret my mistake if it happens	System Admin	Physical Inventory	OLMIS-1145			User Story		Reference data handle it
Generate due physical inventory notification	As xx I want to receive notification so that I would know when I need to do the physical inventory	xx	Physical Inventory	OLMIS-695	Who would receive this notification? Define when to trigger the notification and in which way. Notification service will handle the display	Dependency on close-out time, notification service	User Story		Assume no need to configure how many days in advace
Ignore/Dimiss the physical inventory notification	As xx I want to ignore the physical inventory notification so that I would not do a duplicate notification	xx	Physical Inventory	OLMIS-695	How long will this dismiss last? One day or one period. Notification service handle this		User Story		Reference data will handle it
Physical Inventory list page	As a storeroom clerk I want to view my physical inventory for a specific program so that I can create an open physical inventory	Storeroom Clerk	Physical Inventory		Including program search.		User Story	It also set up the physical inventory mode we may need to change event model, right now they are independent, we may need to group them.
New Physical inventory page	As a storeroom clerk I want to fill my physical inventory so that I can record the physical inventory amount	Storeroom Clerk	Physical Inventory	OLMIS-532		Either notification or the homepage, but if it is the first physical inventory page then it is 13	User Story		Pagination? Non stock cards orderable will be listed out?
Save draft physical inventory page		Storeroom Clerk	Physical Inventory	OLMIS-532			User Story		support offline
View one physical inventory page		Storeroom Clerk	Physical Inventory				User Story
Print single physical inventory page		Storeroom Clerk	Print				User Story		Generating PDF
Submit physical inventory stock		Storeroom Clerk	Physical Inventory	OLMIS-532	Update SOH and create adjustment stock event		User Story
Integating with requisition service: populate data from physical inventory to requisition		Storeroom Clerk	Integrartion with Requisition				User Story		Should be requisition service done
Stock Management Overview/Homepage		Storeroom Clerk	Homepage	OLMIS-647	It could be navigation bar or a single page with different buttons		User Story
Orderable dropdown list									including orderables without stock cards
Program dropdown list									Home facility supported program
Facility dropdown list									I select my managed facilities
Choose orderables page: adjustment		Storeroom Clerk	Adjustment	OLMIS-19	Sort, search, multi-selection function. Should allow search facility? If yes, what facilties can be selected? Any orderables can be selected	Homepage or the expiration notification	User Story		Homepage or the expiration notification
Make adjustment		Storeroom Clerk	Adjustment	OLMIS-19	Quantity, date validation?		User Story	Support Lot UI
View single stock card		Storeroom Clerk	View			Story template	User Story		Report as process data and occurred date selection?Pagination
View SOH summary		Storeroom Clerk	View			Homepage?	User Story		Sort, filter, search function. Including both process data and occurred date selection
Print single stock card		Storeroom Clerk	Print		Download PDF			If it is not the first print story then it should be 3, otherwise it is 5
Issuer view receiver's notification		Storeroom Clerk	Receive		Not confirm how to do it		User Story
Issuer confirm receiver's notification		Storeroom Clerk	Receive		Not confirm how to do it		User Story
Issuer Update receiver's notification		Storeroom Clerk	Receive		Not sure what will happen		User Story
Issuer Reject notification		Storeroom Clerk	Receive		Not sure what will happen		User Story
Initial page for Receive		Storeroom Clerk	Receive	OLMIS-634	Sort, search, multi-selection function. Select source. Should allow search facility? If yes, what facilties can be selected?	Homepage	User Story	Including select orderables, source	Not support lot to be selected but lot information will be displayed on the make issue page
Make receive		Storeroom Clerk	Receive	OLMIS-634			User Story		Support lot
View and input lot information		Storeroom Clerk	Lot feature		Can I add new lot?	Lot feature	User Story
Review receive stock events		Storeroom Clerk	Receive	OLMIS-634	Update the SOH at front-end		User Story
Submit receive stock events		Storeroom Clerk	Receive	OLMIS-634	backend calculation		User Story
Genarate/send notification to issuer		Storeroom Clerk	Receive		When to send that notification and in which way?	Submit receive stock event, close-out date	User Story
Receiver confirm issuer's notification		Storeroom Clerk	Receive		Auto-create an receive event, assume somehting has been done		User Story
Receiver update issuer's notification		Storeroom Clerk	Receive		Not sure what will happen, something has been done on the issue side		User Story
Receiver reject notification		Storeroom Clerk	Receive		Not sure what will happen		User Story
Initial page: Issue		Storeroom Clerk	Issue	OLMIS-635		Homepage	User Story		Not support lot to be selected but lot information will be displayed on the make issue page
Make issue		Storeroom Clerk	Issue	OLMIS-635			User Story		Support lot
Review issue stock events page		Storeroom Clerk	Issue	OLMIS-635			User Story
Submit issue stock events		Storeroom Clerk	Issue	OLMIS-635			User Story
Genarate/send notification to receiver		Storeroom Clerk	Issue		When to send that notification and in which way? Somehting is done	Submit issue stock event	User Story
Receive a POD		Storeroom Clerk	Receive	OLMIS-1435			User Story		Fulfillment service will handle it
View a POD		Storeroom Clerk	Receive				User Story		Fulfillment service will handle it
Confirm a POD		Storeroom Clerk	Receive	OLMIS-615			User Story		Fulfillment service will handle it
Update a POD		Storeroom Clerk	Receive				User Story		Fulfillment service will handle it
Reject a POD		Storeroom Clerk	Receive				User Story		Fulfillment service will handle it
Set up close-out time		System Admin	Configuration				User Story		may be more than a specific time
Create new reasons		System Admin	Configuration				User Story
Create new organizations		System Admin	Configuration				User Story
Assign reasons		System Admin	Configuration				User Story
Assign desinations/sources		System Admin	Configuration				User Story
Detach assigned reasnons		System Admin	Configuration				User Story
Detach assigned destination/sources		System Admin	Configuration				User Story
Turn on/off lot feature		System Admin	Configuration				User Story		Only a configuration for system admin
Trigger low stock notification		System Admin	Configuration		When to trigger it	Minimum stock and close out date	User Story
Trigger stock out notification		System Admin	Configuration		When receive via what		User Story
Define minimum stock level formula		System Admin	Configuration	OLMIS-978			User Story
Archive reasons		System Admin	Configuration				User Story
Archive organizations		System Admin	Configuration
Handle the archive of reference data: facility, lot, tradeitem...		System Admin	Configuration
Create new lot		System Admin	Configuration		Should reference data handle it? If yes, which service will handle the stock card creation		User Story
Update lot		System Admin	Configuration		Will reference data handle this?		User Story
Archive lot		System Admin	Configuration		Will reference data handle this?		User Story
Permission Management			Configuration				User Story		Reference data will handle the rights/role
Caculate AMC		Storeroom Clerk	Configuration				User Story		get it from reference data?
Data correction		Storeroom Clerk	Data correction				User Story		Two ways to correct data
Using requisition data to create stock event		Implementer	Immigration		Unsure what to do		User Story
Stock Card query interface:commoditytype			GS1 Standard				Technical task		GS1 is done in reference data
Stock Card query interface:tradeitem			GS1 Standard				Technical task		GS1 is done in reference data
Stock Card restructure:lot			Lot feature				Technical task	this is end to end impact to all existing stock events/cards/line items. including processing, persisting and reading and recalculating	Assumption: lot information coming from reference data service
Redesign resons			Technical update				Technical task
Stock Management Approval	1. Add functionality to have an approver sign off on an Audit/Verification. Stores often have monthly/periodic audits - usually around physical stock counts - where a second person approves/verifies the SOH on the system. 2. If an adjustment (damages/expiries/phy stock count, etc.) exceeds certain %, require an explanation or note for why the adjustment was that large.		Approve Process	OLMIS-1620			User Story
Stock Management notification	any SOH update will send out an notification		Notification	OLMIS-1439			User Story
[UI] Configure stock card template	This is the UI part		Configuration	OLMIS-539			User Story
Recall stock			Lot feature	OLMIS-1116			User Story
Report recalled stock			Lot feature	OLMIS-1429			User Story
Available SOH and SOH			Validation				Technical task
Update the stock card template if GS1 applies			Configuration				User Story	Lot, tradeitem would introduce more fields
Validate negative SOH			Validation				User Story
Using the current UI tool to build a 'Hello world' page			UI				User Story
Update the table structure of stock event and stock line items			Technical update				Technical task
Configure expiry notification			Configuration				User Story

OpenLMIS

2017-03-09 Day Four: Stock Managment Workshop

Analytics

Date

Attendees

Goals

Discussion items

Story list:

Action items

Related content