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Managing Disease Response Inventory

Inventory locations are used to identify where products are stored and the source from which the product is fulfilled. Public Health professionals add inventory locations and then manage the inventory at each location to increase efficiency when responding to a public health crisis. Health professionals use the inventory transactions screen to move inventory such as vaccines and medical equipment from one location to another.

For more information on setting up locations, see Applications Administration Guide. For information on managing inventory, inventory transactions and locations, see Siebel Field Service Guide.

This task is a step in Process of Managing Public Health Cases.

To set up disease response inventory locations

1. Navigate to the Inventory screen.
2. In the Inventory Locations list, add a record and complete the fields.
3. In the Inventory Location record, click the link in the Name field.
4. From the Inventory Location form, click the appropriate view tab to enter inventory details.

   For example, click the Product Inventory view tab, add a record, and complete the details for the product, the inventory level, and assets associated with the product.

To manage medical inventory transactions

1. Navigate to the Inventory Transactions screen.
2. In the All Inventory Transaction list, create a record, and complete the fields.

   The table that follows describes some of the fields.

   Field	Comments
   Type	Options include Adjustment, Allocate, Over-the-Counter, and so on.
   Product	The name of the product in inventory.
   Part #	Automatically populated when the product is selected.
   Serialized	Automatically populated, if applicable, when the product is selected.
   Quantity	The number of items in the transaction.
   Organization	The owner of the product.
   Comments	Optional instructions and information about the transaction.
   Source Location	The location of the inventory items.
   Source Availability	Options include Customer-Owned, In-Transit, and Reserved.
   Source Status	Options are Good and Defective.
   Destination Location	The destination location for the transaction inventory.
   Destination Availability	Options include Customer-Owned, In-Transit, On-Hand, On Order, and Reserved.
   Destination Status	Options are Good and Defective.
   Commit	Check box indicates whether or not the transaction was committed.
   Transaction #	Unique system-issued identifier when the transaction record is created.
   Transaction Date / Time	Automatically date stamped when the transaction record is created.