Differences

This shows you the differences between two versions of the page.

--- issuing_goods:stock_control_methods [2022/09/05 13:46] – [Entering a requisition] Gary Willetts
+++ issuing_goods:stock_control_methods [2023/01/19 12:52] – [Reference documents] Gary Willetts
@@ Line 191: / Line 191: @@
-If stocktakes are not taken at the pre-determined frequency, and particularly if they are missed, the system will fail. It is a fairly rigid system, in that once set, F, G and H must remain constant. It is frequently used for supplying wards in a hospital setting, where operations are generally more controllable.
+If stocktakes are not taken at the pre-determined frequency, and particularly if they are missed, the system will fail. It is a fairly rigid system, in that once set, F, G and H must remain constant. It is frequently used for supplying wards in a hospital setting, where operations are generally more rigidly controlled.
 /*  Section that can be added if we need to talk about the UNFPA 'Last Mile' method: A+B-C=D; Supply = 2*D
@@ Line 326: / Line 326: @@
 Finalised requisitions will no longer appear on reports that show "Remaining Quantities" as pending.  Finalised requisitions are be considered as fully processed.
+==== Reference documents ====
+The Reference documnents tab on a requisition enables you to save documents and other files relating to the requisition. The tab looks like this:
+{{ :issuing_goods:pasted:20230118-174351.png?650 |}}
+The table shows you all the files currently uploaded to this requisition.
+  * **Upload document button:** Click this to upload a document ot the requisition. This will open a window enabling you to search for and select the file on your computer. After you've selected it, click on the **Open** button to upload it. If you upload a file with the same name as one already uploaded, mSupply will upload it as a new version of the already uploaded file.
+  * **Delete document button:** Select a file in the table by clicking on it and click this button to remove it from the requisition.
+  * **Download document button:** When you click on this button you are presented with two options:
+    * **Download:** this will download the file to a location you select on your computer.
+    * **Download and open:** this will download the file to a location you select on your computer and then attempt to open it using the default application on your computer for that file type. If there is no application associated with the file type on your computer then mSupply will tell you that the file could not be opened.
 ==== Requisition categories ====
+You can assign requisitions to a category for reporting. To setup the categories that users can select from, choose //Special > Requisition categories// from the menus. This window will open:
+{{ :issuing_goods:pasted:20220905-135120.png?350 |}}
+This window shows a list of all the requisition categories currently setup. The ones with a tick in the //Is active// column are the ones that can be selected on a requisition. If there is a long list then you can type in the //Type here to search// field to show only categories that contain what you type.
+To add a new category, click on the **New** button. This window opens:
+{{ :issuing_goods:pasted:20220905-135425.png?450 |}}
+Enter a **Description**, click the **OK** button and the new category is added to the list.
+To edit a category, double-click on it in the list and the same window as creating a new one will open but populated with the selected category's settings. Edit the category's name or the active status and click the **OK** button to save your changes.
+You can quickly set a category as inactive (which means that it will no longer appear in the drop down list for selection on a requisition) by selecting it in the list and clicking on the **Set inactive** button.
 ==== Requisition status ====