2017-03-09 Day Four: Stock Managment Workshop
- Mary Jo Kochendorfer (Deactivated)
- Shiyu Jin (Deactivated)
Owned by Mary Jo Kochendorfer (Deactivated)
Date
Attendees
- Sam Im (Deactivated)
- Shiyu Jin (Deactivated)
- Pengfei Cui (Deactivated)
- Josh Zamor
- Chongsun Ahn (Unlicensed)
- Nick Reid (Deactivated)
Goals
Discussion items
| Time | Item | Who | Notes |
|---|---|---|---|
| User stories 101 | Why?
Three Cs
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?
Phases of the User Story
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 | 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 | 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 | |||||||
Action items
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