Add and remove kits in a shipment

You typically add and remove kits in a shipment when something happens to a kit that was selected for the shipment. For example, when a kit is damaged before it is packed, you can replace it with another kit of the same type. This procedure also applies to rollover studies.

Before adding or removing kits in a shipment consider the notes below:

Caution:

If your study uses an integration with Almac or Fisher Clinical Services for shipments, do not perform the steps below, even if you need to adjust the shipment. Instead, cancel the shipment and either allow the resupply process to create a new shipment the next time inventory runs or create a manual shipment.

Note:

• You cannot add or remove kits from a shipment containing pool kits (also known as a pooled shipment).
• If the study doesn't allow shipments with a single kit and you need to remove all but one kit, add replacement kits first, and then remove the other kits. Oracle Clinical One Platform prevents you from removing kits and leaving only a single kit.

1. Determine in which mode you need to work. For step-by-step instructions, see Access your study in a specific mode.
2. Along the top, click Supplies.
3. Below the study name, click the Shipments tab.
4. Select a shipment with a status of Pending.

   Tip:

   If a shipment has a status of In Transit but hasn't shipped yet, you can remove the shipping date, and the status changes back to Pending.
5. To add kits:
   1. On the right, below Shipment Details, click Add Kits.
   2. Under Available Kits, select the kits you want to add to the shipment.
   3. Use the arrow button to move the selected kits to Add to the Shipment, and click Add.
6. To remove kits:
   1. On the right, below Shipment Details, select the kits you want to remove from the shipment, and click Remove Kits.
   2. Select Yes to confirm the kits you want to remove from the shipment.
7. Upon adding or removing kits from a shipment, a Confirmation dialog appears asking you if you choose to update the form or not.
   • If you do not wish to update the form, click Don't Update Form.
   • If you want to update the form, click Update Form.