External User Profiles

Work IN Progress. The team is updating how we use personas (User Personas) and profiles. Please stay tuned for updates.

User-centered design approach is important to the development of OpenLMIS. The following personas are designed to help the development in understanding the viewpoint and experience of the users. A persona is depicted as a specific person but is not a real individual; rather, it is synthesized from observations and input from various stakeholders across multiple countries.

We can use these personas to:

to build empathy
develop focus
communicate and form consensus
make and defend decisions
measure effectiveness
give clear expectations of the user's expectations

An important aspect to these personas is that they sit at different levels of the supply chain. There are three main categories of user personas, those who support the system, those who use the system to support a business process, and those who consume information from OpenLMIS externally.

Intermediate Storerooms

May dispense stock directly. However, usually the storeroom is supporting multiple wards or treatment areas which are in charge or dispensing to patients.

User	Level	Goals	System Role	Pain Points	Context, Characteristics, Comments, Quotes

User	Level	Goals	System Role	Pain Points	Context, Characteristics, Comments, Quotes
Title: Storeroom Manager/Clerk Also Known As (AKA): Store Incharge Requisition Role: Submit Requisitions Stock Mgmt Role: Manage Stock at their Storeroom	Level 1 Service Delivery Point	To manage my storeroom stock levels. I want to minimize stock outs. Ensure timely ordering/issuing of the right commodities in the right quantity. I want my facility to have the right stock at the right time. I want to ensure the right stock is being ordered. Receive verified quantity and quality of goods into store and determine need for remedial action when necessary.	Creates requisition View Requisition Manage POD to verify stock shipped quantities. Records stock movements: stock issues, receipts, adjustments Views and monitors stock on hand Receives and responds to low stock and stock out alerts	Stock out, over stocks Plays multiple roles Time spent on reporting/data entry Managing multiple programs' reporting needs	Tech aptitude: Low technical skills Has limited / poor internet connectivity Examples, could be pharmacy assistant or medical assistant, nurses for HIV, Health Surveillance supervisor (vaccines) Some training in logistics management Individual responsible for issuing stock to those who are dispensing
Title: Store Manager Also Known As (AKA): Health Facility Incharge/manager Requisition Role: Authorize Requisitions Stock Mgmt Role: Oversees/Audits Stock Cards (if there is an authorizer, he/she usually is at the same storeroom of the role who created the requisition. Sometimes the same person submits and authorizes.)	Level 1	Same as the storeroom managers.	Authorize by validating (edit/save) requisition details. View Requisition View Orders Manage POD to verify stock shipped quantities. Views and monitors stock on hand; receives low stock and stock out alters Audits physical stock count	Storeroom managers (usually sitting at Service Deliver Points (SDPs)) or are late in sending their report for authorization.	Oversees the storeroom manageran assistant or data entry personnel. Specialize in a group of commodities.
Title: N Program Supervisor Requisition Role: Approve Requisitions (N could be district/regional/central level. Approvers can also be program specific - Expanded Program on Immunization (EPI), Malaria, Family Plannin, etc)	Varies Central, Regional, District	To have the right stock available for the needs of the service delivery point and own storeroom Review the requested quantities to ensure the appropriate amount of stock is being requested/ordered. Review Budgets	Logs in to approve/reject requisitions Reviews and monitors stock movements and stock on hand at service delivery points. Receives and responds to notifications for low stock/stock outs at lower level facilities.	Late reporting (requisitions submitted) from SDPs Late reporting (stock issues/adjustments/etc. on a monthly basis) from SDPs Stock out, over stock	Tech aptitude: varies Likely a medical professional (MD or Pharm.) with limited to no logistics knowledge Not a primary user of nor familiar with OpenLMIS Only uses OpenLMIS to approve/reject requisitions
Title: District Storeroom Manager - Level 2 Also Known As (AKA): District Medical Office (Pharmacist/DMO) Requisition Role: Approver and may Submit Requisitions Stock mgmt:	Level 2 Intermediate store (can be multiple, Regional, District, etc)	Visibility (into stock levels, orders) into my own facility and those I'm responsible for supplying Ensure timely ordering/issuing of the right commodities in the right quantity. I want my facilities to have the right stock at the right time. I want to ensure the right stock is being ordered. I want to minimize stock outs or overstocks Receive verified quantity and quality of goods into store and determine need for remedial action when necessary. Uphold FEFO Manage the budget of my facility	Creates and edits requisitions. Records stock adjustments. Receives stock issued by warehouses. May do local fulfillment (to facilities and users within OpenLMIS) May do fulfillment (fulfill many requisitions with one delivery) Records stock movements: stock issues, receipts, adjustments Views and monitors stock on hand at their own store and lower stores Receives notifications for low stock/stock outs at lower level facilities. Inter-facility transfers to address low stock/stock-outs	Not enough time Stock out, over stocks Plays multiple roles Time spent on reporting/data entry Managing multiple programs' reporting needs	Has internet connectivity Med. - low technical skills Most likely will be responsible for fulfilling Example, individual is located at a district hospital level Issues stock to different wards, facilities, etc. Respond to emergency orders/requests from lower-level facilities, wards, dispensaries...etc. Would want to see stock levels of lower facilities Would like an easy to use and intuitive system
Title: Data Specialist or Warehouse Clerk Also Known As (AKA): Sales Officer/Logistics officer Requisition/Orders Role: Convert to Order	Level 3 National, Central, Regional	Manages the orders for the warehouse. Works primarily in the national ERP. Maintain chain of custody and appropriate environmental conditions for stock and inventory.	Converts approved requisitions to orders Views Orders	Responsible for a lot of paperwork Lack of time Doesn't want to log into another system	Well educated Sits at the central/national warehouse
Central Logistics Personnel Requisition Role: Approver Stock Management Role: Decision Maker	Central	Approve or reject R&Rs for all districts that report to her Reach 100% reporting rate Increase data quality of reporting districts (to decrease her workload) Create monthly / quarterly reports for higher-ups Long term supply and program planning based on stock and requisitions data	View reports Reporting rate Approve requisitions View requisitions Initiates stock recalls Views and monitors stock on hand and low stock/stock outs at all levels		Tech aptitude: ??
Role: Funder		Verify compliance / impact of programs & projects via indicators measured in OpenLMIS Confidence in the supply chain through transparency	Receives reports and aggregate data (need to understand this better)		Limited time Very high-level, aggregated data
System Users		Exchange data well documented APIs Clearly defined standards for sending/receiving data		clear error handling protocols timely support and response times
Role: Administrator Name: Ray Charles		Assist users in their use of the system Makes sure the system is up and running Maintains the system (backups, performance, data)	Responsible for ongoing administration of the system. Add users, products, facilities, etc. as the system evolves	intuitive navigation robust configuration Global permissions	Basic technical skill set (create csv file imports) Must have all data needed for configuration of the system Has internet connectivity Most likely a national of the host country with a local degree in information systems
Role: Implementor Name: Pawel		To set up OpenLMIS to the country's specifications. Ensure all the appropriate configurations are made so that OpenLMIS users can appropriately manage stock levels.	Configures the system. Uploads the facilities, programs, periods, schedules.		Basic technical skill set (create csv file imports) Must have all data needed for configuration of the system Has internet connectivity Needs more research!

Other roles to potentially add:

Procurement Officer
Auditors
Forecasters
Healthcare worker supervisor/surveillance officer/lab tech
other community level roles
data analyst