Assign kits to a manufacturing lot

You must add every kit, including investigational product kits and device kit types, to a manufacturing lot in each required study mode (Testing, Training, or Production) so that you can specify their expiration dates. Kits that aren't added to lots can't be dispensed because they don't have expiration dates.

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

Note:

Follow the steps below to create a manufacturing lot in all of the required study modes: Testing, Training, or Production. To return to the Home page, in the upper right, click Home.

1. Navigate to the Study Inventory tab. For step-by-step instructions, see Access the Study Inventory tab.
2. Click a kit type.
3. Above the kit list, from the Lots drop-down, click Unassigned so you see only kits that aren't assigned to any lots.

   Tip:

   You can narrow your view further using the filters above the kit list.
4. In the list, select the kits to include in the manufacturing lot.
5. From the Add to Lot drop-down, located to the right of the filters, select the manufacturing lot.
6. In the confirmation dialog, select a reason for the change, and click Yes.
7. Above the kit list, use the filters to check your work:
   1. In the upper right corner of the page, click Clear Filters.
   2. Above the kit list, from the Lots drop-down, select the manufacturing lot that you assigned the kits to.