other_stuff:remote_authorisation

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other_stuff:remote_authorisation [2025/03/18 15:50] – [Authorising using the web app] Gary Willettsother_stuff:remote_authorisation [2025/03/31 02:03] (current) – mSupply Link not HSH Chris Petty
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 mSupply has features to allow various types of transactions to be authorised within the application before they affect stock so that supervisors can make sure the transactions are correct (see the [[other_stuff:invoice_authorization|]] page for details). mSupply has features to allow various types of transactions to be authorised within the application before they affect stock so that supervisors can make sure the transactions are correct (see the [[other_stuff:invoice_authorization|]] page for details).
  
-**Remote authorisation** allows supervisors to authorise **Response requisitions** //via a web app//, so that they can participate in the authorisation process without having to login to mSupply.+**Remote authorisation** allows supervisors to authorise **Response requisitions** //via a web app//, so that they can participate in the authorisation process without having to login to mSupply. The process described below uses a supplier and customer store in the same mSupply installation but it can work with stores in different mSupply installations using [[:supplier_hub|mSupply Link]].
  
 <WRAP center round important> <WRAP center round important>
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 This is a simplified view to make reviewing easier. To see all the details of the requisition, click on the down arrow highlighted in red and more details will be shown like this: This is a simplified view to make reviewing easier. To see all the details of the requisition, click on the down arrow highlighted in red and more details will be shown like this:
  
-{{ :other_stuff:pasted:20250318-154906.png?800 }} +{{ :other_stuff:pasted:20250318-155841.png?800 }}
- +
-{{ :other_stuff:screenshot_2021-10-06_at_14.41.54.png?800 |}}+
  
   - Click on this arrow to go back to the list of requisitions.   - Click on this arrow to go back to the list of requisitions.
   - Enter any authorisation comment for the whole transaction. When saved, this comment will appear in the //Comment// column of the //Authorisation// tab on the requisition in mSupply.   - Enter any authorisation comment for the whole transaction. When saved, this comment will appear in the //Comment// column of the //Authorisation// tab on the requisition in mSupply.
-  - Edit the quantities for each line that you are able to authorise in these cells. Note that not all lines of the requisition are displayed in this window. Only the lines that the user can authorise are shown (i.e. those that are for items that appear in the master list the user can authorise for).+  - Click on the **Enter quantity in** units/packs slider to choose whether you enter the //Authorised Quantity// column values in units or default pack size packs. The **For vaccine lines only show/enter** units/doses slider only shows if a vaccine item is on the requistion for approval. The position of this slider affects all vaccine item lines on the requisition **ONLY**. The units/packs side of the slider will show what is selected in the **Enter quantity in** slider. If the slider is in the //doses// position then all vaccine lines will show quantities in doses in the //Supplier SOH//, //Customer SOH//, //Suggested quantity//, //Customer AMC//, //Default pack size//, //Customer requested// and //Authoriser quantity// columns. If it is in the units/packs position then it will show units or packs in those columns, just the same as the non-vaccine lines. 
 +  - Edit the quantities for each line that you are able to authorise in these cells. Note that not all lines of the requisition are displayed in this window. Only the lines that the user can authorise are shown (i.e. those that are for items that appear in the master list the user can authorise for). The quantities you enter in this column will be taken as units, packs or doses, depending on the positions of the sliders in 3.
   - Click on this icon to view, add or edit the line authorisation comment. When you click on it, this window will open:{{ :other_stuff:screenshot_2021-10-06_at_15.23.47.png?200 |}} If there is a comment for the line already, it will be populated for you. You can edit the comment (or add one) and click on the **Save comment** button to save your changes. Click on the **Cancel** button to close this small window without saving any changes. Any comment that is saved here will appear in the //Authoriser comment// column on the requisition details window in mSupply.   - Click on this icon to view, add or edit the line authorisation comment. When you click on it, this window will open:{{ :other_stuff:screenshot_2021-10-06_at_15.23.47.png?200 |}} If there is a comment for the line already, it will be populated for you. You can edit the comment (or add one) and click on the **Save comment** button to save your changes. Click on the **Cancel** button to close this small window without saving any changes. Any comment that is saved here will appear in the //Authoriser comment// column on the requisition details window in mSupply.
   - Click on this button to deny approval of all the requisition lines shown. This will deny the whole requisition and will mean that it cannot be processed in mSupply. This and the **Approve with changes** button will be disabled when the changes have been saved.   - Click on this button to deny approval of all the requisition lines shown. This will deny the whole requisition and will mean that it cannot be processed in mSupply. This and the **Approve with changes** button will be disabled when the changes have been saved.
 +  - Click on this button to quickly set all the //Authoriser quantity// column values to what was requested i.e. the //Customer Requested// column values. A handy shortcut to speed up the authorisation process if all or most of the lines are to be approved with what was requested.
   - Click on this button to approve all the requisition lines shown. This will save any changes you have made to the approved quantities. This and the **Deny** button will be disabled when the changes have been saved.   - Click on this button to approve all the requisition lines shown. This will save any changes you have made to the approved quantities. This and the **Deny** button will be disabled when the changes have been saved.
  
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 |  //  Previous:  **[[other_stuff:invoice_authorization]]** | | Next: **[[other_stuff:misc_labels]]** //  | |  //  Previous:  **[[other_stuff:invoice_authorization]]** | | Next: **[[other_stuff:misc_labels]]** //  |
 ---- struct data ---- ---- struct data ----
-pagestatus.status    : +pagestatus.status    : All Good
 ---- ----
  
  • Last modified: 2025/03/18 15:50
  • by Gary Willetts