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Flows/Raise a supply request: Difference between revisions

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Create version 3.1 supply flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server)
 
Expand flow to faithfully mirror version 3.1 MDX at 38d3e1f (via update-page on MediaWiki MCP Server)
 
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|domain=supply
|domain=supply
|title=Raise a supply request
|title=Raise a supply request
|summary=Create a supply order to request stock from another location in the same facility.
|summary=This flow describes how to raise a supply request from one location to another location in the same facility. Care creates the request as a draft order.
|order=1
|order=1
|introduced=3.0
|introduced=3.0
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|reference=References/Supply Request
|reference=References/Supply Request
}}
}}

== Overview ==

This flow describes how to raise a [[Concepts/Supply Order|supply request]] from one location to another location in the same facility. Care creates the request as a draft order.

== Pre-requisites ==

* You are a member of the facility.
* The facility has more than one location, because you request stock from another location.
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Create Supply Request on Facility
| Lets you raise a supply request in the facility. Facility Admin, Admin, Staff, Doctor, and Nurse have this permission.
|}


== Steps ==
== Steps ==

# Open the facility, select the destination location, then open '''Inventory''' and '''Supply Orders'''.
=== 1. Open the inventory of the location ===
⚫
# Select '''Create Order'''.

# Enter the name, note, intent, category, priority, reason, source location, and destination.
# Create the order.
# Open the facility.
# Select the location that needs the stock.
⚫
# Select '''Inventory'''.

=== 2. Open the requests you raised ===

# Select '''To Receive'''.
# Select the '''Requests Raised''' tab.

=== 3. Start a new request ===

Click '''Raise Stock Request'''.

=== 4. Fill in the request details ===

Complete the form fields.

{| class="wikitable"
|-
! Components
! What it captures
|-
| Name
| The name of the supply request.
|-
| Note
| More information about the request. This field is optional.
|-
| Intent
| The level of authority of the request, for example a proposal or an order.
|-
| Category
| The type of supply that you request.
|-
| Priority
| The urgency of the request.
|-
| Reason
| Why you raise the request.
|-
| Deliver From
| The location that supplies the stock. Select another location in the same facility.
|-
| Destination
| The location that receives the stock. Care sets the current location by default.
|}

{{Note|1=Which fields are mandatory depends on your deployment’s configuration.}}

=== 5. Create the request ===

Create the supply request. Care saves the request with the status Draft.


== Expected Outcome ==
== Expected Outcome ==

Care creates a Draft supply order with no requested items. The source and destination are locations in the same facility.
* Care creates the supply request and shows it in the '''Requests Raised''' tab.
* The supply request has the status Draft.
* The supply request has no items yet. Add the items in a separate step.


{{Navbox supply}}
{{Navbox supply}}