Add a depot for a study

With depots created at your organization, you can select a depot's details to associate it with your study, too.

Note:

To complete this task, a global user must first create a depot at your organization's level. For more information, see Create a vendor (depot).
Before you create a depot, consider the following:
  • We recommend creating mock depots to use in Testing mode and creating real depots to use in Production and Training modes. For instance, an action taken by a user who works in Testing mode might result in a notification, and the receiving user might be confused if the same depots were used for both testing and production.
  • If your study uses tertiary depots that receive kits for destruction but don't ship kits, create the depots the same way that you create depots that ship kits. Make sure you specify the countries that can ship kits to the depot for destruction. When you release kits to depots, don't release kits to the tertiary depots. For more information, see Release kits to sites or depots.
  1. Open the study settings.
  2. Below the study name, click the Depots tab.
  3. Along the top of the page, select a study mode:
    • Production Mode
    • Testing Mode
    • Training Mode
  4. Click Create Depot.
  5. In the Create Depot dialog, in the Info section, complete the following fields, and click Next.
    Field Description
    Search Depot

    From the drop-down, select a depot. You can search for a depot by its name or adress (city or state).

    The Search Depot drop-down includes all depots (vendors) that were created at a global level and they're available to add to studies at your organization.

    Depot ID
    Enter a short identifier for the depot, such as a number. By default, this field displays the depot's ID specified at the global level, but you can change it at a study level.

    Note:

    You can only update a depot's ID if the depot you're about to create has a status of New.
    Status By default, the depot's status is set to New. You can change it during this process.
    Mode Choose one or more modes that the depot is available in. By default, this field is set to the mode specified at a global level, but you can change it for your study.
    Drug Destruction Capable By default, this setting is set to No. Choose Yes if the depot is responsible for receiving kits sent back from sites and destroying them.
  6. In the Addresses section, click Add Address to add subsequent addresses associated with your depot (such as a billing address, an alternate address, or a shipping address).

    Tip:

    For any subsequent addresses you want to add, you can select Same as Main Primary Address for the rest of the fields to get automatically completed with the details of the primary address.
  7. Click Next, then choose the kit types that the depot distributes and specify the supplying depot and the notification threshold.
    Field Description
    Kit Type and Description Select the kit type that the depot can distribute.

    A depot can also distribute pooled kits but only to other sites, not to another depot.

    Supplying Depot

    From the drop-down, select the supplying depot that supplies the depot that you are now creating with kits.

    You can choose not to select a supplying depot, so the depot that you are creating does not receive shipments from another depot.

    Inventory Kit Level Alert Enter a number that represents the lowest number of kits that generate a notification for low supplies at a depot.

    Note:

    Clinical supply managers and other users with the appropriate permissions will receive a notification about the depot running low on supplies when reaching this limit. For more information, see Low kit depot notification.
  8. Click Next and select the countries that the depot can supply. From the left column, select one or more countries, and click the arrow icon (Arrow icon consists of two black arrows.) to move your selection to the Selected Countries/ States column.
  9. Click Next and select the checkboxes for the countries that must use this depot as their primary supplier.
  10. Click Finish twice.
Next, you can assign a resupply strategy to a depot and activate a depot. For step-by-step instructions, see Assign a resupply strategy to a depot.