KPIs & Reports

Target release	3.3
Epic
Document status	DRAFT
Document owner
Tech Lead

Goals

Add reports needed for vaccines within Stock Management

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

Reporting technology (Jasper, Tableau, Pentaho, HTML reports, etc) still needs to be addressed. The reports below could be built in a number of different technologies. But before we start building them, we need to determine if any of these need a new platform.

Reports

For ALL these, we want report drill-ins by:

Facilities drill in by geographic level down to a single facility
Products drill in by category to a single product

#	Title	Report	Importance	Notes
1	Closed vial wastage	KPI3. Closed vial wastage - DISC KPI with the drill-ins mentioned above, plus a drill-in by wastage reason	MVP	Rachel Powers (Deactivated) need to talk with Brandon Bowersox-Johnson about brainstorming for this. How to track closed vial wastage if all the wastage reasons are configurable? Maybe user can add and then also select "closed vial wastage" checkbox to specify. (Mary Jo Kochendorfer (Deactivated) idea) After discussing on 14 Aug 2017 , we decided that due to performance concerns we think the best approach is to define which reasons populate the indicator within the reporting solution, aka Tableau.
2	Full stock availability	KPI2. Full stock availability This is an alternative to Stocked According to Plan (SATP) that is needed for any time we don't have a min and max specified.	MVP
3	Stocked according to plan	KPI1. Stocked according to plan - DISC KPI Measured by facility and by product (quarterly – intermediate levels; annually – national, global).	MVP
4	Stock sufficiency report	Stock sufficiency report (Connects to Forecasting & Estimation domain)	MVP
5	Open Vial Wastage	KPI. Open Vial Wastage ...so that Program Managers can accurately forecast and can address program practices (see the notes and discussion about this from the Enter Stock Data ticket; also, this is only an issue at Service Delivery Points which may not be facilities using OpenLMIS)	Next	Down Votes: 2 At the workshop this was included in the MVP as the very lowest item, but was down-voted.
6	Space utilization	Space utilization - a KPI or a report? space used / total space in CCE (connects to CCE domain)	Next
7	Slow-moving items/inventory turns	Slow-moving items/inventory turns This would be a query that could be helpful for root cause analysis.	Next

Sources:

Priorities came from the final MVP whiteboard at the Vaccines Workshop: /wiki/spaces/OP/pages/113054114
Most of these user stories sourced and numbered above came from pre-workshop research here: Stock Management Domain Parent Page

Diagrams

Dependencies

Depends on data we get from B. 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	Next step
1	Reporting technology (Jasper, Tableau, Pentaho, HTML reports, etc) still needs to be addressed. (see note in Assumptions above)
2	How to we know which of the adjustments accounts for closed vial wastage?	Internal team discussion, see notes above
3

Out of Scope

(see Next in User Stories above)