[[items:programs]]

4.05. Programs

There are a number of ways of modelling programs in mSupply:

You can also manage requisitions by program. This involves using some special settings for master lists. In this method, a program is an extension to a master list. A program includes a standard list of items as well as:

  • Order Types: defined categories setting the maximum number of orders and quantity of stock to be ordered per period
  • Period Schedules: defined time intervals when orders are placed; schedules and periods must be set up before programs
  • Regimen Data: a defined list of additional information that may need to be provided by a customer when making a program requisition

Examples of items commonly managed by programs include malaria, HIV and tuberculosis medicines and medical supplies.

To create a program list and requisition parameters:

1. Navigate to the Item tab and click the Master List icon.

2. Double click on a master list to open it (or create a new master list).

3. Click the Program Settings tab.

4. Tick the box This master list is a program.

5. Create a Store Tag for the program by clicking the plus icon (this is necessary to connect stores to the program later).

6. Name the store tag and click the tick icon.

7. Select the Period Schedule from the dropdown list.

8. For each period schedule, one or more Order Types can be created - these set the parameters for program requisitions. Add order types by clicking the plus icon.

9. Give each order type a unique name and set its parameters. If the order type is for emergencies, check the Emergency box.

10. Enter the Regimen Data that should be provided to the supplier with each program requisition (e.g. number of patients treated). If the customer must provide this information for supply to occur, tick the Is required? box to make this a mandatory requirement.

To allow a store to place program requisitions:

1. Navigate to the Special tab and click the Stores icon.

2. Double click on the store.

3. In the Tags field, enter the Store Tag for the program then press tab.

4. Click on the Master Lists tab.

5. Tick the Use master list box next to the relevant program.

6. Click OK.

Once a store has been connected to a program, it can then place program requisitions:

1. Navigate to the Suppliers tab and click the Internal Orders icon.

2. Click New Internal Order. When a store uses programs, they will have the option to create a Program order or General (regular) order. Check the Program button.

3. In the Order Details section, select the Program, Requisition Type and Period from the dropdown lists. Enter the Supplier by typing the first few letters, pressing tab and selecting the supplier from the list of those starting with what you typed. These details need to be entered sequentially as the program uses them to determine the requisition type, which in turn determines the period.

The maximum number of program orders that can be requested within a given period is set when the program is created (Max. orders per period).

If you try to create another order for the same period which exceeds the maximum number, an error message will appear and you will not be able to proceed.

4. Click OK to generate an internal order with all the program items listed. The details relating to the program order are in the top left. Review the data in the table, then enter the quantity of stock to be ordered in the User requested quantity column.

5. Click the Custom Data tab to enter the regimen data defined for the program.

6. To send the program requisition to the supplier, return to the Data Entry tab, check the Finalise box and click OK.

To create a stocktake of items from a program:

1. Navigate to the Item tab and click the Stocktakes icon.

2. Click the New Stocktake icon.

3. Select the program from the Program is dropdown menu.

4. Click OK to pre-populate your stocktake with items from the program.

For detailed information on how to complete the stocktake, refer to the Stocktakes section.

Tip: In your stocktakes list, you can easily identify program stocktakes by referring to the Program column.



  • Last modified: 2019/12/02 16:49
  • by Gary Willetts