Update the contents of a shipment

Update the contents of a shipment when the kits in the box don't match the contents in Oracle Clinical One Platform.

Note:

You cannot add or remove kits from a shipment containing pooled kits (also known as a pooled shipment).

Before you perform this task, consider the following:

• The kits Oracle Clinical One Platform selects for a shipment meet the following requirements (all defined on the Supplies Settings page by a clinical supply manager):
  • Have the lowest sequence number.
  • Have the earliest expiration date.
  • Meet the Do Not Ship (DNS) Days requirement. The DNS value is the number of days before the expiration date when a kit can no longer be shipped from a depot to a site.
• If your study uses an integration with Almac, Fisher Clinical Services, or Catalent Clinical Supply Services, do not perform these steps. If you need to adjust the shipment, cancel the shipment, and either allow the resupply process to create a new shipment the next time inventory runs or create a manual shipment.

1. Navigate to the Shipments tab. For step-by-step instructions, see Access the Shipments tab
2. Select a shipment with a status of Pending.

   Tip:

   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.
3. To add kits:
   1. On the right, below Shipment Details, click Add Kits.
   2. Under Available Kits, select the kits you want to add to the shipment.
   3. Use the arrow icon to move the selected kits to Add to the Shipment section, and click Add.
4. To remove kits:
   1. On the right, below Shipment Details, select the kits you want to remove from the shipment, and click Remove Kits.
   2. Select Yes to confirm the kits you want to remove from the shipment.

      Tip:

      If the study doesn't allow shipments with a single kit and you need to remove all but one kit, add replacement kits first, and then remove the other kits. Oracle Clinical One Platform prevents you from removing kits and leaving only a single kit.
5. Upon adding or removing kits from a shipment, a Confirmation dialog appears asking you if you choose to update the form or not.
   • If you do not wish to update the form, click Don't Update Form.
   • If you want to update the form, click Update Form.