Reserve kits for a quality check

Two kit statuses are available when you need to reserve kits for a quality check: Temporarily Unavailable and Not In Use. These two statuses give your organization flexibility for managing kits that are unavailable for distribution. This procedure also applies to rollover studies.

Want to see how to perform this task? Watch the video below.

To view the history of a kit, select the kit on the Site Inventory tab, and expand Kit History, on the right.

Task 1   Make kits unavailable for distribution

1. Access the Study Inventory tab.
2. Click a kit type.
3. Above the kit list, use the filter to return only the kits you want to perform a quality check on. Make sure you select the status the kit had before it went missing or was damaged.

   For step-by-step instructions, see Filter kits in a Study's Inventory tab.

4. In the list, select the kits you want to update.
5. On the right, make sure Kit Settings is expanded.
6. Below Kit Settings, from the Status drop-down, select one of the following:
   • Not in Use: if you don't want the kit to be counted in site inventory.

     The kit must currently be marked as Available or Temporarily Unavailable.

   • Temporarily Unavailable: if you want the kit to be counted in site inventory.

     The kit must currently be marked as Available, Missing, Pre-Quarantined, Quarantined, or Not in Use.

   Tip:

   Kits marked as Not in Use or Temporarily Unavailable can’t be dispensed or shipped.
7. Click Update Kits.
8. In the confirmation window, select a reason for change and click Yes.
9. Above the kit list, use the filters to check your work:
   • If the kits are at a site or a depot, below Location, click Sites or Depots and select an option from the All Sites or All Depots drop-down.

     If the kits aren't at a site or depot, click Unassigned.

   • Above the kit list, from the Status drop-down, select Not in Use or Temporarily Unavailable.
   • If necessary, narrow your view further by clicking Kit or Sequence, and enter a range of kit or sequence numbers.

Task 2   Update the status of kits after testing them

1. Access the Study Inventory tab.
2. Click a kit type.
3. Above the kit list, use the filter to return only the kits you want to update:
   1. If the kits are at a site or a depot, below Location, click Sites or Depots and select an option from the All Sites or All Depots drop-down.

      If the kits aren't at a site or depot, click Unassigned.

   2. Above the kit list, from the Status drop-down, select Not in Use or Temporarily Unavailable.
   3. To view kits from the same lot, select a blinded or manufacturing lot from the Lots drop-down.
   4. If necessary, narrow your view further by clicking Kit or Sequence, and enter a range of kit or sequence numbers.
4. In the list, select the kits to update.
5. On the right, make sure Kit Settings is expanded.
6. Below Kit Settings, from the Status drop-down, select one of the following:
   • Available: if the kits passed the quality check.
   • Damaged: if the kits didn't pass the quality check, and are currently marked as Temporarily Unavailable.
   • Temporarily Unavailable: if the kits didn't pass the quality check, and are currently marked as Not in Use. After you mark the kits as Temporarily Unavailable, mark them as Damaged by following the previous steps.
7. Click Update Kits.
8. In the confirmation window, select a reason for change and click Yes.
9. Above the kit list, use the filters to check your work:
   1. If the kits are at a site or a depot, below Location, click Sites or Depots and select an option from the All Sites or All Depots drop-down.

      If the kits aren't at a site or depot, click Unassigned.

   2. Above the kit list, from the Status drop-down, select Available or Damaged.
   3. If necessary, narrow your view further by clicking Kit or Sequence, and enter a range of kit or sequence numbers.