Reporting - Stock Imbalance Report

Target release
EpicReporting - Stock Imbalance
Document status
DRAFTED
PriorityHIGH
eLMIS StatusImplemented
OpenLMIS StatusNot 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 OpenLMISNot 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

#TitleUser StoryLabelImportanceNotes
1See under and overstocked levels at facilitiesAs 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


2Identify missing products on R&R for facilitiesAs 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 reportMust haveordered quantity on the report
3Export reports to ExcelAs 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 reportsMust have
4Print reports with headings and logsAs 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 reportsMust have

Diagrams

Dependencies

DescriptionLink


Open Questions

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

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

Out of Scope