These personas are meant to provide a common language when discussing individuals who work in or support supply chain activities. They have been categorized by personas that have responsibilities in both the health and supply chain domains as well as supply chain specific. These personas may or may not be technical actors who have a role in technical OHIE workflows and transactions. For more detailed supply chain personas, see the OpenLMIS Personas).
Cross-domain Personas
Healthcare Provider
Other names: Nurse, Clinician, Health Worker Technician
Level: Service Delivery Point
Roles:
- Provide direct health care to patients (such as conducting immunisation 'shots in the arm' for newborn babies)
- Consume while administering to patients
- Update patient health records and supply chain records (e.g., immunisation registry, tally sheets, and supply chain monthly order/requisition forms)
- Receive deliveries of medicines/vaccines and monitor stock levels in their storage/cold chain equipment (and recording deliveries, stock movements, wastage, adjustments)
Community Health Worker
Other names: Health Surveillance Assistant (HSA)
Level: Community level (may report to a facility)
Roles:
- Conduct outreach in communities to provide direct health care to patients
- Consume rapid test kits and some medicines/vaccines while administering to patients
- Update patient health records and supply chain records
- Manage their own stock levels of test kits, supplies, medicines
Facility Storeroom Clerk/Manager
Other names: Store Incharge
Level: Service Delivery Point
- Manage storeroom stock levels
- Fill orders from health professionals
- Update health and supply chain records (e.g., register of what was dispensed to which patients; supply chain monthly order/requisition forms)
Facility Supervisor
Other names: Health Facility Incharge/manager
Level: Service Delivery Point
Role:
- Responsible for all health workers at the facility (including the immunisation nurse and the storeroom clerk)
- Oversee data and reports (eg, monthly physical stock count, tally sheets)
- Review, authorize and submit reports and orders/requisitions
Program Supervisor
Other names:
Level: District, Multiple Geographic Levels, Central/National
Roles:
- Review reports and KPIs for facilities within their their geographic level (district, intermediate geographic levels, or central/national)
- Review both health data and supply chain data
- Review budgets
System Administrator
Other names:
Level: Usually Central/National (depending on level of the IT system implementation)
Roles:
- Set up software or technology to meet the country's specifications
- Technical support and operations of systems including integrations and interoperability
- Manages changes in master data over time (such as master facility list, master product list, and user accounts)
Data Manager
Other names:
Level: District/Intermediate
Roles:
- Receives reports from facilities
- Conduct data entry from paper into online systems
- Aggregates data, cleans data, and submits it to higher geographic levels
Supply Chain Personas
Supply Chain Planning and Procurement Officer
Other names: Program Manager, Central Logistics Team,
Level: Central/National, intermediate (regional, provincial, zonal),
Roles:
- Create national level monthly / quarterly reports
- Create national level financial reports and forecasts/quantification
- Long term supply and program planning based on stock and requisitions data
- Responsible for Distribution Requirements Planning (DRP) at national or intermediate levels
Cold Chain Technician
Other names:
Level: District/Intermediate
Roles:
- Travel to facilities or warehouses to conduct preventative maintenance and repairs on cold chain equipment (e.g., fridges to store vaccines)
- Keep records of cold chain functionality and repairs
Warehouse Manager
Other names:
Level: Central/National, intermediate (regional, provincial, zonal), and districts
Roles:
- Conduct or oversee warehouse operations (receiving, shelving, preparing orders, pick-and-pack, shipping, coordinating trucks/drivers)
- Maintain chain of custody and appropriate environmental conditions for stock and inventory
- Responsible for a lot of record-keeping including in ERPs, WMSs (Warehouse Management Systems), order systems (LMISs), and more
Logistician
Other names: Distributor, Field Coordinator
Level: All
Roles:
- Travel to a set of facilities to provide deliveries of medicines/commodities
- Gather paper or digital records while at facilities in order to bring information up-stream
Delivery Driver
Other names: Truck driver, 3PL (Third Party Logistics provider)
Level: All
Roles:
- Travel to a set of facilities to provide deliveries of medicines/commodities
- Gather "proof of delivery" documentation that medicines were received
- Operate and/or maintain vehicle/vehicles/fleet