Goals/Scope
The vision is to support OpenLMIS users with both routine reporting and ad-hoc analysis. Users need a way to visualize and extract data.
Background
Routine reporting
- if a report is queried/run/delivered on a routine basis, meaning more than once a year
- A template can be defined to run the report
Ad-hoc analysis
- user can define desired data element combinations (via a programming language or wizard)
- Not routine and the combination of data elements is run infrequently (once year)
User Personas
| User | Tech aptitude | Scope of supervision | Kind of Reports | Access (how/when) | Frequency** | Report Types |
|---|---|---|---|---|---|---|
Store Manager | Low | Only responsible for one geographic facility but may have multiple storerooms | Routine |
| Monthly or more (if available) |
|
Intermediate Store Manager (could be district, regional, providence) |
| Supervises a subset of facilities or specific zone. Facilities must be mapped to zones. | Routine |
| Monthly or weekly depending on replenishment schedules Daily around due dates for requisitions. |
|
Central Personnel or Central Program personnel |
| National supervision of all geographic facilities OR national supervision of one program. | Routine Some ad-hoc (where VAN is rolled out) |
|
|
|
Administrator (unclear if this persona would support reporting) | ||||||
| Implementer |
| May create new reports or customize and alter existing reports based on requests from stakeholders | Ad-hoc Routine (help running or troubleshooting/ |
| (Would use and customize all of the above) | |
**If the implementer is using stock management, frequency of reports would increase.
Assumptions
- If the implementer is using stock management, frequency of reports would increase with transaction data.
User Stories
| # | Title | User Story | Label | Importance | Notes |
|---|---|---|---|---|---|
| 1 | |||||
| 2 |
Diagrams
Dependencies
| Description | Link |
|---|---|
| Create user personas and outline objectives | OLMIS-2077 - Getting issue details... STATUS |
| Research of technical approach/options | OLMIS-2078 - Getting issue details... STATUS |
Open Questions
Below is a list of questions to be addressed as a result of this requirements document:
| # | Question | Outcome | Status |
|---|---|---|---|
| 1 | How much money does a MOH want to spend on resources to support creating report templates? We want to figure out guardrails on what types of budgets MOHs have to support the creation of reports. This will help us assess reporting tool options. For example, if one solution only allows for highly-specialized resources which cost a lot, we may not go with it. FYI, Josh Zamor. | In progress. | |
| 2 | What type of skill sets can we expect implementers to have to create the report templates for routine reporting? |
Example reports
Assuming the perspective of a national-level program manager who wants visibility into the activity of their program by region/district, but who would also like the option to get granular-level visibility into facility-by-facility data as well.
1 - Stockout days
- Ideally would be able to view on a map geographically
- Could show avg. # of stockout days in a district – aggregated data from all facilities in that district to give a picture of the overall stockout rate for that district
- User could click on the facility list and see the specific facilities reporting stockouts
2- Stock levels/Consumption
- Nice to view on a map geographically
- Shows SOH at beginning of period and SOH at the end of period for each facility
- Graph could show min/max levels to indicate that stock delivery is adequate to bring stock levels up to max, if they’re ordering too much, or too little
- Can show that a facility stock level is below the min or near stocking out
3 -Timeliness and completeness of reporting
- Could show aggregate for the district of whether district is reporting on time
- Similar to Stockout Report, user could click on the facility list and see the specific facilities which were not reporting on time
4 - On Time and full deliveries
- Could show aggregate data for a district/region for on time and complete deliveries that month.
- Similar to Stockout Report, user could click on the facility list and see the specific facilities which reported delayed or incomplete deliveries
Some other ideas we tossed around but didn’t discuss as thoroughly were:
Financial Reports
A program manager would use this report to measure how much money a facility should have (relating to cost recovery)
A program manager could also see a graph depicting the total costs of requisitions for their area (get a clearer picture of where their money is going)
Could see whether facility is in the red/black based on cost recovery analysis
Emergency Orders
Good to show on a map - district level making emergency orders to provincial level, potential risk of stockouts.