Configure E-requests from non-depot locations

Configure E-Request without Approvals

OpenBoxes peut être configuré pour permettre à des utilisateurs situés en dehors du système de se connecter et de soumettre une demande à un dépôt. Afin d'activer cette fonction, l'administrateur doit ajuster les autorisations pour l'utilisateur et pour le site location.

1. Add or update the requesting location in OpenBoxes

Si le demandeur location n'existe pas encore dans OpenBoxes, ajoutez location en tant que dispensaire ou service. Dans l'onglet configuration, décochez la case "Utiliser les paramètres par défaut". Cela vous permettra de modifier les activités prises en charge pour le site location. Ajoutez l'activité prise en charge "soumettre une demande" et cliquez sur Enregistrer.

Les utilisateurs disposant des autorisations nécessaires peuvent désormais consulter et se connecter à ce site location afin de soumettre des demandes. Ce site location n'assurera pas le suivi des stocks et permettra uniquement aux utilisateurs de voir les demandes en attente et d'en soumettre de nouvelles.

2. Add or update requesting users

If the person who will be submitting requests does not have an account in OpenBoxes, create one. On the authorization page, set the default role as "no access" and add a location role. Choose the requesting location and add the role "Requestor" and "Manager". Press save.

This user will now be able to see this location and only this location in the location chooser. They will be able to log in and submit a request. If you want a user to be able to submit requests from multiple locations, or view other OpenBoxes data, you can add additional default or location specific permissions that will expand the user's permissions.

Configure E-Request with Approvals

If your facility's process involves approving the Requisition requests before sending them to the fulfilling depots, you can also turn on the Approvals feature with the E-Request. This feature allows a Requestor to submit the E-Request for approval and an Approver to approve/reject the E-Request before the fulfilling depot fulfills the request.

The Approval feature must be turned on for the fulfilling location: this allows all the e-requests submitted for that fulfilling location to be created, approved, and submitted.

1. Turn ON Approval function for Fulfilling Location

   Go to the Locations Configuration tab for the fulfilling Depot. Add "Approve Request" as a Supported Activity.

   

   You will see a validation message that also asks you to add Approvers for the fulfilling location.

   

2. Add Approvers for Fulfilling Location

   If you have to create a new user, see Create Users. If the user already exists, go to the Authorization tab of the user profile.

   Under Location Roles, add "Request Approver" permissions for the fulfilling Depot and Save.

   

3. Add or Update the Requesting Location

   If the requesting location does not yet exist in OpenBoxes, add the location as a Pharmacy, Dispensary or a Ward. On the configuration tab, un-check the "Use default settings" box. This will allow you to edit the supported activities for the location. Add the "submit request" supported activity and press save.

   

   Les utilisateurs disposant des autorisations nécessaires peuvent désormais consulter et se connecter à ce site location afin de soumettre des demandes. Ce site location n'assurera pas le suivi des stocks et permettra uniquement aux utilisateurs de voir les demandes en attente et d'en soumettre de nouvelles.

4. Add or Update Requestors

   If the person who will be submitting requests does not have an account in OpenBoxes, create one. On the authorization page, set the default role as "no access" and add a location role. Choose the requesting location and add the role "Requestor" and "Manager". Press save.

   

   This user will now be able to see this location and only this location in the location chooser. They will be able to log in and submit a request. If you want a user to be able to submit requests from multiple locations, or view other OpenBoxes data, you can add additional default or location specific permissions that will expand the user's permissions.