Reporting - Stock Imbalance Report

Target release
Epic	Reporting - Stock Imbalance
Document status	DRAFTED
Priority	HIGH
eLMIS Status	Implemented
OpenLMIS Status	Not Implemented
PATH
OpenLMIS	Mary Jo Kochendorfer (Deactivated)
JSI	Ashraf

Goals/Scope

The stock imbalances report by facility shows lists of facilities that are stocked out, over stocked, under stocked; and to identify products which facilities have left out of the R&R which they should have included.

Status in eLMIS: In eLMIS

Status in OpenLMIS: Not implemented within OpenLMIS, can be created in Tableau

Priority: High priority

Background

The stock imbalance report shows lists of facilities and product combinations.

Use:

Only counts from regular requisitions (emergency should be incorporated into regular)
As the reports are being used, there is a shift to wanting notifications to alert people to the situation rather than requirement to look for that information
Different users will want to see these things differently - also want to reduce the number of reports
WHEN do people use this - it is retrospectively, different users will look at different times throughout the month/period

For each it shows:

the average monthly consumption
the closing balance
the closing balance in terms of months of supply
the ordered quantity.
A status of “stock out” (0), “under stock” (months of supply < 3), adequately stocked (MOS 3-6), over stocked (MOS > 6) and unknown (AMC=0).

Parameters:

program
period (which can be an A / B / C quarter period)
stock status filter (all, or one or more statuses)
geographic filter which can be entire country or a subset
facility type filter (optional)
facility filter (optional)
product category filter (optional) - eg antibiotics, antimalarials etc - simpler way to shorten the report
product filter (optional)

Assumptions

User Stories

#	Title	User Story	Label	Importance	Notes
1	See under and overstocked levels at facilities	As a logistic officer I need to have data on overstocked and understocked facilities so that I can decide on re-distributions of products to ensure they are not out of stock at facilities.	Tanzania eLMIS report	Must have
2	Identify missing products on R&R for facilities	As a logistic officer I need to identify products which facilities have left out of the R&R which they should have included so that products are not out of stock in facilities.	Tanzania eLMIS report	Must have	ordered quantity on the report
3	Export reports to Excel	As a logistic Officer I need to be able to export all reports and analysis reporting results into Excel so that I can process the data more and analyze it in Excel.	Tanzania eLMIS reports	Must have
4	Print reports with headings and logs	As a logistic officer I need to be able to print reports with customized headings and logos so that I can file a report for future reference.	Tanzania eLMIS reports	Must have

Diagrams

Dependencies

Description	Link

Open Questions

Below is a list of questions to be addressed as a result of this requirements document:

#	Question	Outcome	Status
1	For Tanzania user stories: review the users, "so thats" added, review the label, and review the priority level.