[VIMS] Stock Management : Reporting, Monitoring, Supervision

Stock status for all levels below me in hierarchy

As a NL/RIVO/DIVO I want to be able to view and export (as a pdf) a report of Stock on Hand for all Vaccines and Supplies at My facility and all facilities below me in the supply hierarchy, i.e. Regions (RVS) and Districts (DVS), at any time so that I can bring this report to my monthly meeting with the Minister of Health (Waziri wa Afya).

Acceptance Criteria:

1. Defaults to showing all facilities below me in the supply hierarchy stock on hand at run-time (today)

2. The ability to filter by geographical hierarchy (RVS or DVS)

3. Ability to filter by date

4. Data is represented as shown in the attached document (i.e. Facilities shown numbered on rows alphabetically, antigens shown in columns)

5. Each antigen column is further broken down into stock on hand, months of stock (to 1 decimal place), date of last stock transaction (dd/mm/yyyy)

6. Ability to export as a pdf (read-only)

7. Ability to print

View an Electronic Stock Card

As a stock manager I want the ability to view an electronic version of a stock card (ledger book) for any product in my stock room so that I can see the transaction history for the product

Acceptance Criteria

1. To navigate to this screen, user selects Stock Cards from the Stock main menu

Stock Main Menu.png

2. User can select the product to view from a drop-down list of all products in inventory management for the user's home facility

3. The product drop-down list uses auto-fill

Product Autofill.png

4. Screen displays most recent 20 stock card transactions for the selected product, with the most recent transaction at the bottom.

5. User can view older transactions via paging

6. User can select another product and stock card updates to show that product

As an issuer of stock I want to be able to print an issue voucher so that I can elicit a signature verifying delivery of stock from those to whom I issue.

Acceptance Criteria:

As a Store room Manager, I would like to recreate the paper stock ledger as a report… so that I can present the necessary audit trail for my store.

Acceptance Criteria:

1. Clicking "Stock Ledger Report" on  generates the mock-up below

As DIVO, RIVO and National user, I want to get a report which show min/max level of my store and current stock onhand

Acceptance Criteria

1. I can select product category, product, level and year

As DIVO, RIVO and National user, I want to get a report which show quantity distributed to and from

Acceptance Criteria

1. I select geographical zone which I am authorized to see and date range

As a RIVO I want to view stock on hand for my facility and for all facilities to which I issue so that I can prevent my facility and those facilities I serve from stocking out.

Acceptance Criteria:

1. The ability to view all supervised facilities in a drop down.

2. A visual cue that aligns with those on to indicate what facilities I deliver to are below re-order or minimum stock

3. The ability to view a supervised facility in the main visual by selecting it from the drop down list

4. Built as a component so that this visual can be re-used elsewhere

As a DIVO I want a dashboard that shows me all notifications I need to review and act on, my current stock on hand in months, both visually and tabularly, and the ability to enter a requisition creation flow or adjustment flow should my stock levels require it on one easy to use homepage so that I can see the most important information for managing my stock on hand immediately and in one place when I log-on to the system

Acceptance Criteria:

1. This is the first page the DIVO profile sees upon logging on

2. Contains the notification component and meets all the acceptance criteria of that component

3. Contains the simple stock on hand visualization

4. The DIVO may begin the "Create Requisition" flow from this page

5. The DIVO may begin the "Make Adjustments" flow from this page

As a store room manager I want to see a simple red/yellow/green visual describing my vaccine stock levels (stock on hand) at my facility in months of stock so that I can quickly assess the stock levels at my facility.

Acceptance Criteria:

1. Vaccines available at my facility displayed on the x-axis

2. Months of stock display on the y-axis

3. Vaccines below Minimum level Stock on hand display in red

4. Vaccines below Re-Order level but above Minimum Stock level should display in yellow

5. Vaccines above Re-Order level should display in green

6. Stock level in doses displays on hover over of a bar

7. Creation of test data that verifies 1-6

8. Built as a component so that this visual can be re-used elsewhere

Notification of Stock on Hand levels

As a issuer/administrator of stock (RIVO/DIVO) I want the system to alert/notify me if the Stock on Hand (SoH) at my facility is at or below my minimum level.

In stock management there are main three level that you can use to define your Stock on Hand at your facility (SoH)

Simple forecasting Screen

As a store room manager I want a simple screen to show me the relevant data for stock levels for my facility based on the catchment area at my facility so that I can follow standard operating procedure

Note:This screen is for informing the users rather than informing the System.

Acceptance Criteria:

1. Read only screen

2. Display Annual needs

3. Display Quarterly needs

4. Display Re-order level

5. Display Buffer stock

6. Display Maximum stock

7. This screen is not editable but need to be printable

As an issuer of stock (RIVO/DIVO) I want to be notified of any problems that will prevent products I issue from being effective in the field so that I only issue effective stock

Acceptance Criteria:
1. If there are multiple batches for a particular antigen, the system should default selections to EEFO.

2. If there are n batches, the system should default to the 1st, 2nd, ... nth expiring batches first and if user selects its primary batch as one which expires later than the earliest-expiring batch, system must generate an error message: You have not selected the earliest expiring batch. System should not allow issue to move forward

3. The system should provide a notification and disallow issues of batches that have already expired.
4. The system should provide a notification and disallow issues of vaccines that are in VVM stage 3 and 4
5. The system should provide a notification and disallow issues if any additional supplies (diluents) are required but available in insufficient quantities for an antigen being issued.*

As an issuer of stock to facilities that do not requisition stock (DIVO) I want one screen with a full list of facilities that I'm supervising so that I can issue stock and individually generate an issue voucher for each facilities on a particular route at once

Acceptance Criteria:
1. One screen with a matrix of my supervised facilities on the left side and the list of products at the top
2. The intersection of facility and antigen should be:
a. Quantity
b. Batch # as a picklist (if more than one batch - see mock-up) - this batch drop down should only be populated from those batches in my inventory
3. If the antigen has multiple batches please default suggestions to EEFO 
4. Clicking "Save Issues" should blank the screen and deduct all quantities from all batches provided
5. Clicking "Cancel" should blank all data and return the user to their homepage

As a store room manager I want to view, print, and send a requisition containing all products in my inventory on a single screen so that I can save time and requisition the stock I need when I need it

Acceptance Criteria:
1) My facility, my name, and the current date are all automatically populated on the requisition based on my user profile
2) All antigens and diluents are shown in a table with the following columns (antigen, maximum stock, re-order level, available stock, and Amount Required) as shown in the visual
3) All non-antigens and diluents products are shown in a table with the following columns (antigen, maximum stock, re-order level, available stock, and Amount Required) as shown in the visual but not the printed requisition.
4) Products > re-order show as black
5) Products > minimum and <= re-order display as yellow
6) Products <= minimum show in red
7) I can view the requisition in doses or vials. note: not required if this is a high level of dev effort
8) Clicking "Submit and Print Requisition" 
i) notifies the supplier of my facility