Provide a way to review and edit information on the requested and calculated order quantities across multiple requisitions waiting for approval.
Ability to see total cost for the selected requisitions (batch of requisitions in the view) to support budgetary decision making.
Allow for review of requisitions from all facilities within a geographic/administrative area
An implementation raised the need to view across requisitions versus approving requisitions one by one.
Users will need the appropriate supervisory rights to approve
All requisitions must be from the same program
Batch Approval for Requisitions
As a district-level (or any mid-level) requisition approver, I want to review and adjust all the requisitions for my supervisory node at once So that I can more efficiently review, adjust approved quantities, and fit within budget guidelines.
able to see the total order quantities and cost for all the facilities selected so that I can ensure the total is within the district budget.
see what each facility is requesting per commodity so that I can make adjustments to ensure the total is within the district budget.
Here is a high-level overview of the batch approval process:
District-level requisition approver has approval role for the Essential Meds Program and the following Supervisory nodes:
Requisitions are submitted and authorized for the Essential Meds program for different facilities:
Go to LMIS Forms > Approve, to view all requisitions awaiting approval.
Select the checkbox next to the requisitions that will be approved. Then click "View selected LMIS forms" button at the bottom of the page to compare both requisitions before approving.
This is the Batch Approval screen. If there are many requisitions, the user can scroll to the right to view more information. The Product Code, Product, Total Quantity and Total Cost columns on this page are sticky columns; so they remain visible on the page while the user is scrolling. The user can edit the approved quantities for any requisitions on this page. The total cost for each requisition and the total for both requisitions appear on the bottom of this page as well. The user has the option to Revert or Approve these requisitions using the buttons shown below.
Refactor of validators so approval can be done in batch