Specify a ship date and tracking number for a shipment

Perform these steps only if the study doesn't use an integration with Almac, Fisher Clinical Services or Catalent Clinical Supply Services for shipments.

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 the study uses an integration with Almac, Fisher Clinical Services or Catalent Clinical Supply 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. Navigate to the Shipments tab. For step-by-step instructions, see Access the Shipments tab
2. 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.
3. Add a ship date:
   1. Under the Ship Date column for the pending shipment, click Click to Add.
   2. Select the correct date from the calendar drop-down.
   The status of the shipment changes from Pending to In Transit.
4. 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 Click to add for 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.
5. Fill in the fields and click Save.