View Stock Data
Target release | 3.3 |
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Epic | |
Document status | in dev |
Document owner | @Brandon Bowersox-Johnson |
Tech Lead |
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Goals
Add features to stockmanagement-1.0.0-beta (ref-distro-3.1.0) that are needed for vaccines.
Background
Vaccines May 2017 Workshop Attendees: Ryan McWhorter (UNICEF), Dorthe Konradsen (UNICEF), Teresa Ha (UNICEF), Brandon Bowersox-Johnson (VillageReach), plus some attendees who joined on day 2 or 3.
OpenLMIS version 3.1.0 previously delivered an initial beta of stock management. See Stock Management for the detailed list of features.
Assumptions
The following View Stock user stories that were part of the MVP at the workshop have already been released in OpenLMIS 3.1.0 stock-management-1.0.0-beta:
View stock on hand (VS1.)
View transactions for a product (VS2.)
Print stock on hand summary (VS3.) ()
Print stock card (VS4.) ()
The Reporting user stories—Report of product availability per facility and Stock ledger report—have been addressed by the printable views as well.
User Stories
Priorities came from the final MVP whiteboard at the Vaccines Workshop: Vaccine Workshop Notes and Whiteboards - May 2-4 2017. Most of these user stories sourced and numbered above came from pre-workshop research here: Stock Management Domain Parent Page.
Title | User Story | Importance | Notes | JIRA Tickets | |
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| 1 | Show VVM status | Show VVM status, if it was recorded, at these key places in the system:
| Not needed. | (Not discussed in depth at the workshop.) Open Question: Not clear if showing the status is valuable since it is a one point in time capture. After the fact, the VVM may change and the system won't know. Need input on this. | Decision: not needed. |
| 2 | Print physical inventory results | As a DIVO, I would like to print my completed physical stock .... Needed for paper sign-off/audit trail. Any physical inventory inside the software could be printed at any time, but the most common usage would be to print a copy right after it is submitted so there is a paper record of exactly what was submitted. | MVP | also looking to include Print for:
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| 3 | Interactive view of low/high stock | The break-out group proposes to combine 4 different reporting ideas:
The idea of putting these concepts into one single interactive view is to allows online users to "problem solve" and explore their data around stock levels. This would allow users to discover problem areas and find corrective actions. For further details, see this cluster on Day 1 Stock Management KPI breakout: Vaccine Workshop Notes and Whiteboards - May 2-4 2017 day1-stock-reports.jpg In addition to the ideas above, we also combined in two other ideas: # of facilities above/below min/max (sort of the opposite of Stocked According to Plan KPI, but aggregated to just count facilities); stock out duration (the number of days the stockout has lasted). In retrospect, we may need to split out these concepts from the idea above. | Important | Needs clarification and figure out what is achievable for MVP. @Brandon Bowersox-Johnson can we please discuss this? We would need to be more explicit about this before I'd feel comfortable putting it in the MVP @Mary Jo Kochendorfer (Deactivated) We definitely need to go through a design process next. The workshop came up with this concept, and it totally needs a design and specification process before it can be assigned to developers to build. In preparation for a design meeting, I would be glad to sketch a concept mockup if that would help. | Potentially leverage ->https://openlmis.atlassian.net/browse/OLMIS-647 |
| 4 | Interactive view of expiring stock | As a DIVO or IHW/ILL, I want to see commodities near expiry (can be determined by expiration date, VVM status, or CCE RTM temperature alerts) so that any excess can be made available to any other nearby facilities who need it. | Important | Got 11 votes! |
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| 5 | Find nearby, available stock | As a DIVO or IHW/ILL, when a facility is low on stock (below min or stocked out of a certain product), show a view to allow me to find nearby available stock of that product. Prioritize this view with any stock that is near expiry (determined by any of the 3 ways listed above), and also show any nearby facilities that are above their max for this product. (Ian/GAVI, India, Ethiopia offer this) | Next |
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| 6 | Visualization for multi-level issues | (even without this, you can view individually on other views/reports prioritized higher) (from VIMS) | Next |
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Diagrams
none
Dependencies
Depends on features in Enter Stock Data and A. Dependencies & Configuration.
Open Questions
Below is a list of questions to be addressed as a result of the vaccine workshop:
| Question | Outcome |
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1 | Design of Interactive View (above) |
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3 |
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Out of Scope
(see Next in User Stories above)