Reporting - Adjustment Summary Report

Target release
EpicReporting - Adjustment Summary
Document status
DRAFTED
PriorityHIGH
eLMIS StatusImplemented
OpenLMIS StatusNot implemented
PATH Amanda BenDor (Unlicensed)
OpenLMIS Mary Jo Kochendorfer (Deactivated)
JSI Ashraf Islam (Unlicensed)

Goals/Scope

Displays adjustment in stock of products indicating the adjustment type like Transfer In, Transfer Out, Expired, Damaged etc) in the selected period

Status in eLMIS: Implemented.

Status in OpenLMIS: Not implemented

Priority: High priority for Tanzania, Zanzibar, Zambia

Background

Use:

  • District and up for management, supervision, etc. and facilities would also use but have the information on the stock cards
  • looking at expiries, losses, etc. 
  • key for accountability, especially during audits

The adjustment report shows:

  • facility type,
  • facility name,
  • supplying facility
  • product
  • adjustment type
  • period
  • adjustments

Parameters:

  • program
  • schedule
  • year
  • period (which can be an A / B / C quarter period)
  • Adjustment Type
  • Geographic Zone (district, region, country)
  • Facility
  • Product

Assumptions

In this story user means or one of the following, Health Facility incharge, DMO, Community and Regional Management Team (C/RHMT), Logistics officer/Advisors, Senior level decision maker, M&E officer/Advisor etc 

User Stories

#TitleUser StoryLabelImportanceNotesJIRA Tickets
1View dataAs a user, I need to be able to view adjustment data and get a sense what type adjustment occurred at facility levelReportsMust have for TZ, ZnZ, ZM

2

Export reports to Excel

As a user, 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.ReportsMust have for TZ, ZnZ, ZM



3Print reports with headings and logsAs a user, I need to be able to print reports with customized headings and logos so that I can file the report for future referencesReportsMust have for TZ, ZnZ, ZM















Diagrams

Dependencies

DescriptionLink


Open Questions

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

#QuestionOutcomeStatus
1


Out of Scope