Assign kits to a manufacturing lot

A kit can't be dispensed unless it has an expiration date, and you assign an expiration date to a kit by associating the kit with a manufacturing lot. This procedure also applies to rollover studies.

You typically assign kits to a manufacturing lot before a study goes live and as needed during the study conduct period, such as when a new batch is released.

What do I do first? Before you can work with kits in any mode, you need to generate or upload a kit list.

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

1. Access your study in a specific mode.
2. Along the top, click Supplies.
3. Below the study name, click the Study Inventory tab.
4. Click a kit type.
5. 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:

   • If the kits in the lot 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.
   • Below Number Range, click Kit or Sequence, and enter the range of kit or sequence numbers for the kits in the lot.
6. In the list, select the kits to include in the manufacturing lot.
7. From the Add to Lot drop-down, located to the right of the filters, select the manufacturing lot.
8. In the confirmation window, select a reason for the change, and click Yes.
9. Above the kit list, use the filters to check your work:
   1. In the upper right, click Clear Filters.
   2. Above the kit list, from the Lots drop-down, select the manufacturing lot that you assigned the kits to.