items:programs

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
items:programs [2020/05/13 15:51] – [4.05.02. Adding indicators to a program] Gary Willettsitems:programs [2023/01/21 07:15] (current) – [4.05.02. Adding indicators to a program] Mark Glover
Line 1: Line 1:
-{{indexmenu_n>40}}+{{indexmenu_n>45}}
  ======4.05. Programs ======  ======4.05. Programs ======
 There are a number of ways of modelling programs in mSupply: There are a number of ways of modelling programs in mSupply:
Line 9: Line 9:
 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 [[items:master_lists|master list]]. A program includes a standard list of items as well as: 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 [[items:master_lists|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.   * **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 can be placed; [[admin:schedules_periods|schedules and periods]] must be set up before creating programs.+  * **Period Schedules:** defined time intervals when orders can be placed; [[admin:schedules_periods|schedules and periods]] must be set up <wrap em>before</wrap> creating programs.
   * **Regimen Data:** a defined list of additional information that may need to be provided by a customer when making a program requisition.   * **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.+Examples of items commonly managed by programs include Malaria, HIV and TB medicines and medical supplies.
  
  
Line 34: Line 34:
 {{ :items:adding_indicators.png?500 |}} {{ :items:adding_indicators.png?500 |}}
    
-5. Tick the box **This master list is a program** to enable the program based features for this master list. Create a **Store Tag** for the program by clicking the plus icon (this is necessary to connect stores to the program later).+5. Tick the **This master list is a program** checkbox to enable the program based features for this master list.  
 +  * Create a //Store tag// for the program by clicking on the {{:barcode_scanning:add_icon.png?20|}} button just above the //Store tag// section.  
 +  * The **Tag** field will be automatically populated with a new tag. Edit this new tag name and click on the {{:items:tick_button.png?20|}} button.  
 +  * The field then becomes a drop down list which will contain any existing name tags for you to select. The tick button also becomes a modify button {{:items:modify.png?20|}}. If you click it you will be able to edit the tag name you just entered. 
 +  * When you click on the **OK** button any new tags you have created will be saved and will appear in the name tags list (see the [[names:name_tags|]] page for details). <WRAP center round important 60%> 
 +You can edit the tags entered here **until** you close this window. After that, you cannot edit existing ones, you can only delete them and add new ones. 
 +</WRAP> 
 + 
 + 
 +Any customers or stores that have a name tag matching the tag you set here will be able to use this **program** and the **schedule** you have set for that tag. 
 + 
 +<WRAP center round info> 
 +You can define multiple tags for each program.\\ 
 +For each tag, you set up both a [[admin:schedules_periods|schedule]] and order types- so for one program, you can have different facilities on different schedules 
 +</WRAP>
  
-6. Name the store tag and click the tick icon. 
  
-7. Select the **Period Schedule** from the dropdown list (you must have set the periods up first):+6. Select the **Period Schedule** from the dropdown list (you must have set up the [[admin:schedules_periods|schedules and periods]] first):
  
 {{ :items:program_storetags.png?500 |}} {{ :items:program_storetags.png?500 |}}
  
-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.+7. 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:+8. Give each order type a unique name and set its parameters:
  
    * **Emergency:** check this box if the order type is for emergencies.    * **Emergency:** check this box if the order type is for emergencies.
Line 56: Line 69:
  
 ==== 4.05.02. Adding indicators to a program ==== ==== 4.05.02. Adding indicators to a program ====
-Indicators are used for reporting on the performance of programs (drug regimens). Each indicator value provides data on a metric for a particular store and regimen over a given period.  Indicator values are recorded while creating a program requisition. +Indicators are used for reporting on the performance of programs, e.g. the number of patients treated. Each indicator value provides data on a metric for a particular store and regimen over a given period.  Indicator values are recorded while creating a program requisition. 
 +<WRAP center round info 60%> 
 +Indicators can record any relevant programme data, including that data that may be used to select a regimen (defined as a treatment plan that specifies the dosage, the schedule, and the duration of treatment.) The country that funded this feature uses the term **Regimen data** for //all// these indicators, and so that term has been used in this window. 
 +</WRAP>
  
 Indicators allow an organisation to analyse regimen performance and determine what further data should be collected, stored and processed. Indicators allow an organisation to analyse regimen performance and determine what further data should be collected, stored and processed.
Line 63: Line 79:
   * Open the program via the **Master List** (Click on the **Master list** icon on the //Item// tab of the Navigator).   * Open the program via the **Master List** (Click on the **Master list** icon on the //Item// tab of the Navigator).
   * Click on the **Program Settings** tab.   * Click on the **Program Settings** tab.
-  * In the **Regimen Data** table add fields for the data that should be provided to the supplier with each program requisition e.g. the number of patients treated.+  * In the **Regimen Data** table add fields for the data that should be provided to the supplier with each program requisition
   * Check the **HIV program** checkbox if you want a fixed set of HIV-related indicators to be entered for this program.   * Check the **HIV program** checkbox if you want a fixed set of HIV-related indicators to be entered for this program.
   * If the customer **must** provide this information for supply to occur, tick the **Is required?** box to make this a mandatory requirement.   * If the customer **must** provide this information for supply to occur, tick the **Is required?** box to make this a mandatory requirement.
Line 79: Line 95:
 2. Double click on the store. 2. Double click on the store.
  
-3. In the **Tags** field, type in the Store Tag you set for the program above then press //Tab//.+3. In the **Tags** field, type in the Store Tag you set for the program and schedule above then press //Tab//.
  
 {{ :items:program_tag.png?500 |}} {{ :items:program_tag.png?500 |}}
Line 91: Line 107:
 Once a store has been connected to a program, it can then place program requisitions: 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.+1. In the customer store, navigate to the **Suppliers** tab and click on the **Internal Orders** icon:
  
 {{ :items:program_internal_order.png?500 |}} {{ :items:program_internal_order.png?500 |}}
  
-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. +2. Click **New Internal Order**. When a store uses programs, they will have the option to create a **Program** order or **General** (regular) order:
- +
-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. +
  
 {{ :items:program_new_internal_order.png?400 |}} {{ :items:program_new_internal_order.png?400 |}}
 +
 +Check the **Program** button to create a program requisition.
 +
 +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.
  
 <WRAP center round tip 60%> <WRAP center round tip 60%>
Line 107: Line 125:
 </WRAP> </WRAP>
  
-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. +4. Click **OK** to generate an internal order with all the items listed in the program master list. 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:
  
 {{ :items:program_order_list.png?500 |}} {{ :items:program_order_list.png?500 |}}
  
-5. Click the **Indicators** tab to enter the data defined for the program.  This data will be sent to the supplier when the requisition is finalised+5. Click the **Indicators** tab to enter the additional data defined for the program:
  
 {{ :items:program_requisition_indicators.png?500 |}} {{ :items:program_requisition_indicators.png?500 |}}
 +
 +This data will be sent to the supplier with the requisition when the requisition is finalised.
  
 6. To send the program requisition to the supplier, return to the **Data Entry** tab, check the **Finalise** box and click **OK**. 6. To send the program requisition to the supplier, return to the **Data Entry** tab, check the **Finalise** box and click **OK**.
Line 121: Line 141:
  
 ==== 4.05.05. Creating a program stocktake ==== ==== 4.05.05. Creating a program stocktake ====
 +Creating a stocktake with items from a particular program is just the same as creating a normal stocktake. The only difference is that you select the program in the **Master list** (or **Program**) filter:
  
-To create a stocktake of items from a program:+1. Navigate to the **Item** tab and click the **Stocktakes** icon:
  
-1. Navigate to the **Item** tab and click the **Stocktakes** icon.+{{ :items:program_stocktake.png?500 |}}
  
-{{ :items:program_stocktake.png?400 |}}+2. The list of stocktakes window opens. Click the **New Stocktake** icon:
  
-2. Click the **New Stocktake** icon.+{{ :items:program_new_stocktake.png?500 |}}
  
-{{ :items:program_new_stocktake.png?400 |}}+3. Select the program from the **Program is** (or **Master list is**) dropdown menu and click the **OK** button to pre-populate your stocktake with items from the program:
  
-3. Select the program from the **Program is** dropdown menu.+{{ :items:program_stocktake_filter.png?400 |}}
  
-4. Click **OK** to pre-populate your stocktake with items from the program. +Note: To further refine the selection of stock appearing in the stocktake you can also select other filter items at the same time.
- +
-{{ :items:program_stocktake_filter.png?400 |}}+
  
-**For detailed information on how to complete the stocktake, refer to the [[items:stocktakes|Stocktakes]] section.**+**For detailed information on how to complete the stocktake, refer to the [[items:stocktakes|]] section.**
  
-Tip: In your stocktakes list, you can easily identify program stocktakes by referring to the **Program** column.+Tip: In your stocktakes list, you can easily identify program stocktakes by referring to the **Program** column:
  
-{{ :items:stocktake_program_column.png?400 |}}+{{ :items:stocktake_program_column.png?500 |}}
  
 \\ \\
Line 148: Line 167:
 |  //  Previous:  **[[items:master_lists]]** | | Next: **[[items:item_locations]]** //  | |  //  Previous:  **[[items:master_lists]]** | | Next: **[[items:item_locations]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2020/05/13 15:51
  • by Gary Willetts