Mobile User Competencies

LEVEL 1: BASIC STOCK MANAGEMENT

M1.1. Basic functions
M1.1.1 Open app and log in
M1.1.2 Identify notifications
M1.1.3 Key definitions
M1.1.4 Navigation tabs

M1.2 Ordering, receiving and issuing stock
M1.2.1 Current stock
M1.2.2 Supplier requisitions (general)
M1.2.3 Supplier requisitions (program)
M1.2.4 Supplier invoices
M1.2.5 Supplier invoice returns
M1.2.6 Customer requisitions (general)
M1.2.7 Customer invoices
M1.2.8 Explain how internet connectivity affects synchronisation
M1.2.9 Perform manual sync

M1.3 Inventory management
M1.3.1 Stocktakes (general)
M1.3.2 Stocktakes (program)

LEVEL 2: ADVANCED STOCK MANAGEMENT

M2.1 Dispensing to patients
M2.1.1 Dispensing

M2.2 Advanced features
M2.2.1 Customer requisitions (program)
M2.2.2 Cash register
M2.2.3 Vaccine module

To start the course enrol here.

Desktop User Competencies

LEVEL 1: VIEW, ORDER & RECEIVE STOCK

D1.1 Basic functions
D1.1.1 Opening and closing the program
D1.1.2 Logging in
D1.1.3 Changing users
D1.1.4 Switching stores
D1.1.5 Key definitions
D1.1.6 Navigation tabs

D1.2 Ordering and receiving stock (from another store using mSupply)
D1.2.1 Viewing current stock on hand
D1.2.2 Internal orders (general)
D1.2.3 Internal orders (program)
D1.2.4 Supplier invoices
D1.2.5 Internet connectivity

LEVEL 2: ISSUE & DISPENSE STOCK

D2.1 Issuing stock to customers
D2.1.1 Requisitions
D2.1.2 Customer invoices
D2.1.3 Picking slips
D2.1.4 Cash receipts
D2.1.5 Customer credits

D2.2 Dispensing to patients
D.2.2.1 Dispensary mode vs. Store mode
D.2.2.2 Prescribers
D.2.2.3 Patients
D.2.2.4 Dispensing prescriptions (including abbreviations, patient medication history, and processing payments)
D.2.2.5 Prescription repeats
D.2.2.6 Prescription warnings and interactions

LEVEL 3: INVENTORY CONTROL

D3.1 Managing the inventory
D3.1.1 Locations
D3.1.2 Moving stock
D3.1.3 Repacking stock
D3.1.4 Stocktakes (general)
D3.1.5 Stocktakes (program)
D3.1.6 Inventory adjustments (negative and positive)
D3.1.7 Explain the difference between stocktakes and inventory adjustments

D3.2 Extemporaneous preparations
D3.2.1 Builds
D3.2.2 Miscellaneous labels

D3.3 Basic reports
D3.3.1 Reports: Transactions
D3.3.2 Reports: Stock and items
D3.3.3 Reports: Expiring items
D3.3.4 Reports: Requisitions

LEVEL 4: PROCUREMENT

D4.1 Quantification
D4.1.1 Set a forecasting method for an item
D4.1.2 Generate a suggested order report
D4.1.3 Explain (broadly) how mSupply generates suggested order quantities

D4.2 Tenders
D4.2.1 Create a new manual tender
D4.2.2 Create a new generated tender
D4.2.3 Set standard tender conditions
D4.2.4 Print standard tender conditions with invitation letter
D4.2.5 Add suppliers to a tender and invite responses
D4.2.6 Receive and enter quotations from suppliers
D4.2.7 Add comments and attach reference documents
D4.2.8 Set benchmark suppliers and prices
D4.2.9 Analyse and compare supplier responses and prices
D4.2.10 Select preferred supplier for an item

D4.3 Ordering and receiving stock from wholesalers
D4.3.1 Create purchase order from tender – with split deliveries
D4.3.2 Create purchase order from tender – without split deliveries
D4.3.3 Create calculated purchase order
D4.3.4 Create blank purchase order
D4.3.5 Goods receiving
D4.3.6 Managing outstanding purchase order lines
D4.3.7 Make a supplier payment
D4.3.8 Return goods to a supplier (and receive credit)
D4.3.9 Cash register
D4.3.10 Ad hoc items

D4.4 Procurement reports
D4.4.1 Reports: Purchase orders
D4.4.2 Reports: Purchases
D4.4.3 Reports: Debit/credit
D4.4.4 Reports: Quotation summary
D4.4.5 Reports: Transport
D4.4.6 Reports: Price list

D4.5 Supplier Hub
D4.5.1 Order via Supplier Hub
D4.5.2 Receive goods via Supplier Hub
D4.5.3 Supply a Supplier Hub site

LEVEL 5: MANAGEMENT

D5.1 Authorisation
D5.1.1 Respond to authorisation requests in mSupply
D5.1.2 Respond to authorisation requests via the web authorisation portal
D5.1.3 Change authoriser status to inactive/active
D5.1.4 Explain what happens if an authoriser does not respond to an authorisation request

D5.2 Organisation
D5.2.1 Currencies
D5.2.2 Reminders
D5.2.3 Contacts
D5.2.4 Customer budgets

D5.3 Managing items
D5.3.1 Departments
D5.3.2 Item categories
D5.3.3 Flags

D5.4 Management reports
D5.4.1 Reports: ABC analysis
D5.4.2 Reports: Management summary
D5.4.3 Reports: User activity totals
D5.4.4 Reports: Category analysis
D5.4.5 Reports: Item ledger
D5.4.6 Reports: Users
D5.4.7 Saved reports

D5.5 Dashboard
D5.5.1 Login and general navigation
D5.5.2 Using the dashboard for reports and decision-making

LEVEL 6: CONFIGURATION & BASIC ADMINISTRATION

D6.1 Customers and suppliers
D6.1.1 Edit existing customers and suppliers
D6.1.2 Add new customers and suppliers
D6.1.3 Customer and supplier categories

D6.2 Users
D6.2.1 Edit existing user (details, language, login rights, password)
D6.2.2 Add new users
D6.2.3 Set permissions (individual and group)
D6.2.4 Set up a user who only requires access to the dashboard
D6.2.5 Set up a user who only performs web authorisation

D6.3 Authorisation
D6.3.1 Set up a simple authorisation process for a specific transaction type
D6.3.2 Set up a sequential authorisation process for a specific transaction type
D6.3.3 Set up a ‘backup’ authoriser

D6.4 Items
D6.4.1 Edit existing items
D6.4.2 Add new items (including setting item visibility)
D6.4.3 Merge duplicate items
D6.4.4 Add new units
D6.4.5 Item categories
D6.4.6 Item prices
D6.4.7 Drug interaction groups
D6.4.8 Add warnings to an item
D6.4.9 Master lists

D6.5 Programs
D6.5.1 Edit an existing program (update items and program specifications)
D6.5.2 Add a new program (including connecting a program to a store)
D6.5.3 Update schedules and periods

D6.6 Barcode scanning
D6.6.1 Add barcodes to items
D6.6.2 Barcode label printing
D6.6.3 Barcode scanning to receive goods
D6.6.4 Barcode scanning during stocktake
D6.6.5 Barcode scanning during picking

D6.7 Store settings
D6.7.1 Edit store details
D6.7.2 Store preferences

D6.8 Systemwide preferences
D6.8.1 Transaction categories
D6.8.2 General preferences
D6.8.3 Miscellaneous preferences
D6.8.4 Purchase order preferences
D6.8.5 Invoice preferences
D6.8.6 Item preferences
D6.8.7 Price preferences
D6.8.8 Quote preferences
D6.8.9 Report preferences
D6.8.10 Name preferences
D6.8.11 Tender preferences
D6.8.12 Reminder preferences
D6.8.13 Patient medication record preferences
D6.8.14 Drug interaction preferences
D6.8.15 Registration preferences
D6.8.16 Printing preferences
D6.8.17 OK & Print preferences
D6.8.18 Logo preferences
D6.8.19Dispensary module preferences
D6.8.20 HIS preferences
D6.8.21 Log preferences
D6.8.22 Backup preferences
D6.8.23 Email preferences
D6.8.24 Stock preferences
D6.8.25 Custom fields preferences
D6.8.26 Options preferences
D6.8.27 Identify which preferences should only be edited by a System Administrator:
Backup, Server, Synchronise, Customisation, Moneyworks, FrontlineSMS, eLMIS, LDAP, DHIS2, Barcode Scanning, Supplier Hub

To start the course enrol here.

System Administrator Competencies

LEVEL 1: BASIC SETUP, ADMINISTRATION & TROUBLESHOOTING

A1.1 Computer basics
A1.1.1 Set up a new computer and install Windows
A1.1.2 Computer hardware troubleshooting

A1.2 Internet basics
A1.2.1 Set up an internet connection: stand-alone modem, WIFI router, mobile dongle, and hot-spot internet connection
A1.2.2 Connect device to modem, WIFI and mobile data
A1.2.3 Internet connectivity troubleshooting

A1.3 Basic installation and troubleshooting
A1.3.1 Install mSupply on desktop and open data file
A1.3.2 Liaise with mSupply Support to register store and sync site
A1.3.3 Set backup
A1.3.4 Manually check for updates
A1.3.5 Log analysis
A1.3.6 Synchronise preferences
A1.3.7 Web browser access via TS Plus
A1.3.8 Licence management
A1.3.9 Help menu
A1.3.10 Diagnostics – pack size integrity, store integrity, purchase order integrity, miscellaneous checks, ledger problems
A1.3.11 Importing and exporting data
A1.3.12 Label printer hardware setup
A1.3.13 Barcode scanner hardware setup
A1.3.14 Server administration
A1.3.15 Server troubleshooting

A1.4 mSupply Mobile
A1.4.1 Set up a new Android tablet device
A1.4.2 Android tablet device troubleshooting
A1.4.3 Install mSupply Mobile app on Android tablet, initialise store and limit sync date range
A1.4.4 Mobile settings

A1.5 Configuration
A1.5.1 Custom reports configuration
A1.5.2 Dashboard configuration
A1.5.3 Supplier Hub configuration

LEVEL 2: ADVANCED INSTALLATION & SETUP

A2.1 mSupply Desktop
A2.1.1 Client/server installation
A2.1.2 Add new Desktop store: set visibility, preferences and sync
A2.1.3 Create new data file and understand the role of a customisation code
A2.1.4 Data tables and fields

A2.2 mSupply Mobile
A2.2.1 Server setup for Mobile
A2.2.2 Add new Mobile store: set visibility, preferences and sync

To start the course enrol here.

Super Administrator Competencies

SA1.1 Deployment
SA1.1.1 Lead deployment at 20 or more sites (at least 50% of which must be Desktop sites)

SA1.2 Advanced Troubleshooting
SA1.2.1 Resolve problem administration scenarios requiring advanced diagnosis and resolution skills (examination will also cover content from all levels of accreditation)

SA1.3 Training
SA1.3.1 Conduct 2 group training sessions (for system administrators) under supervision of accredited trainer(s)

SA1.4 Language
SA1.4.1 Fluency in an mSupply language – English, French, Spanish – either a native speaker or hold an internationally recognised language certification at level C1 (proficient) equivalent or above

SA1.5 Optional Additional Competencies
SA1.5.1 Optional: Create customisations for mSupply Mobile
SA1.5.2 Optional: Perform integration with DHIS2
SA1.5.3 Optional: Perform integration with Open LMIS
SA1.5.4 Optional: Perform integration with Moneyworks
SA1.5.5 Optional: Perform integration with MYOB

To start the course enrol here.

Super User Competencies

SU1.1 Desktop and Mobile competency
SU1.1.1 Achieve highest level of user accreditation in mSupply Desktop
SU1.1.2 Achieve highest level of user accreditation in mSupply Mobile

SU1.2 Deployment
SU1.2.1 Lead deployment at 20 or more sites (at least 50% of which must be Desktop sites)
SU1.2.2 Set up a new Android tablet device (basic setup)
SU1.2.3 Install mSupply Mobile app on Android tablet, initialise store and limit sync date range
SU1.2.4 Set up a new computer and install Windows (basic setup)
SU1.2.5 Set up an internet connection: stand-alone modem, WIFI router, mobile dongle, and hot-spot internet connection (basic setup)
SU1.2.6 Connect device to modem, WIFI and mobile data
SU1.2.7 Install mSupply on desktop and open data file
SU1.2.8 Liaise with mSupply Support to register store and sync site
SU1.2.9 Set backup
SU1.2.10 Manually check for updates
SU1.2.11 Log analysis

SU1.3 Troubleshooting
SU1.3.1 Troubleshoot basic hardware issues
SU1.3.2 Troubleshoot basic internet connectivity issues
SU1.3.3 Resolve common problem end-user scenarios (examination will cover content from all levels)

SU1.4 Training
SU1.4.1 Conduct 2 group training sessions (for Desktop & Mobile users) under supervision of accredited trainer(s)

SU1.5 Language
SU1.5.1 Fluency in an mSupply language – English, French, Spanish – either a native speaker or hold an internationally recognised language certification at level C1 (proficient) equivalent or above

To start the course enrol here.