Specify a ship date and tracking number for a shipment

You must specify a ship date and tracking number for every shipment, with one exception: If the study uses an integration with Almac or Fisher Clinical Services for shipments, you should not perform these steps. This procedure also applies to rollover studies.

Note:

A pooled shipment's ship date can only be updated through an integration. As a clinical supply manager or depot user, you can still manually specify a tracking number for a pooled shipment or cancel it.

• 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.
• If the study uses an integration with Almac or Fisher Clinical Services, the integration automatically adds a ship date and tracking number and changes the status of the shipment.
• If the study doesn't use an integration, someone from either the sponsor or depot must specify a ship date so that the status of a shipment changes from Pending to In Transit and so that the site can mark the shipment as received. Site users can't see Pending shipments, but they can see In Transit shipments.

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

1. Determine in which mode you need to work. For step-by-step instructions, see Access your study in a specific mode.
   Make sure a study version appears below Approved.
2. Along the top, click Supplies.
3. On the Shipments tab, from the Filter by Status drop-down, select Pending or Confirmed.

   Tip:

   If a shipment has a status of In Transit in Oracle Clinical One Platform but hasn't shipped yet, you can remove the Ship Date, and the status changes back to Pending.
4. Add a ship date:
   1. Under the Ship Date column for the Pending shipment, click the Click to Add link.
   2. Select the correct date from the calendar drop-down.
      The status of the shipment changes from Pending to In Transit.
5. Specify tracking information:
   1. If you just added a ship date to the shipment, above the table and to the right, select In Transit from the status drop-down.
   2. In the Tracking Number column, click the Click to add link of the shipment you added a ship date to.

      Tip:

      You can add tracking information to any shipment at any time. Adding this information is optional.
6. Fill in the fields, and click Save.
   • Tracking Number: Enter the tracking number of the shipment.
   • Tracking Link: Enter the URL for tracking the shipment.