Improved shipment receipt process

You can gather detailed information on the state of a received shipment with an improved receipt process.

The updated prompts during intake allow you to collect in depth information on received shipments, facilitating a more detailed shipment receipt process. Before you can capture further details on the state of a shipment, you must record information about the temperature monitors within the shipment. Step-by-step instructions on how to identify temperature excursions in your kits will be featured in the Sponsor and CRO User Guide guide.

Details for sponsor users

When it comes to your workflow, here's what's new:

• Users with the Release Shipments from Quarantine permission can move shipments or individual kits out of quarantine and update their status to either Damaged or Available.
• When you select Yes for the Allow for Temperature Excursions setting, the system displays a new setting called Shipments Received without a Temperature Monitor Should Be. For this setting, you must specify the process to follow when receiving a shipment without a temperature monitor at a site.

Details for site users

Here's what's changed in your workflow:

• After receiving a shipment, when you click Add Shipment to Inventory a new Add Shipment to Inventory dialog appears to guide you through the normal process of setting kit statuses to Quarantined, Missing, Damaged, and Available.
• You may be required to enter information about the temperature monitors in your shipment in the Add Shipment to Inventory before proceeding with your receipt confirmation. Depending on what is configured in the supply settings, you can continue the normal receipt process or update the whole shipment and kits' statuses to Quarantined.

Already working in a live study?

As soon as the upgrade for this release is complete, you can record detailed information about the state of your shipments when they are received. These enhancements apply to all studies with the default value for Allow Temperature Excursion set to No, therefore, it will not affect current data in ongoing trials.

For more information on inventory management, see Inventory management and dispensation FAQs (for clinical supply managers). Step-by-step instructions on how to configure and release from temperature excursions, and quarantine single kits and shipments will be featured in the Sponsor and CRO User Guide guide.