mSupply Accreditation

mSupply Accreditation System - Desktop User

Desktop User Competencies


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


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


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


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


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


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.