Create a manual shipment

Create a manual shipment if a source depot is in need of supplies or if a site anticipates an enrollment surge, such as for a clinic day, and requires additional supply. You shouldn't need to create a manual shipment for any other situations. This procedure also applies to rollover studies.

Tip:

Oracle Clinical One Platform adds a kit to the shipment if the study doesn't allow single kit ordering. See Specify supply settings.

If automatic shipments do not meet a site's needs, either select a more appropriate resupply strategy or create a new resupply strategy and assign it to the site. For step-by-step instructions see:

• Create a predictive resupply strategy
• Create a min/max resupply strategy
• Select a resupply strategy for a site

Note:

Depending on how kits are designed in your study, a kit type may include information about its block size. If you add a number of kits that is lower than its block size, the system adds additional kits to complete the block. For example, if you include 2 vials in a shipment, the system includes 2 additional vials to complete the block of 4 units.

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

1. On the Home page, click the Edit button () on the study, and make sure a study version appears below Approved.
2. Determine in which mode you need to work. For step-by-step instructions, see Access your study in a specific mode.
3. Along the top of the page, click Supplies.
4. Below the study name, click the Shipments tab.
5. Click Create Shipment.
6. On the Create Shipment dialog, fill in the fields. To view tips for completing a field, click into the field or choose an option.

   Note:

   For a site-to-depot shipment, you can include a maximum of 99 kits. For a depot-to-depot shipment, you can include a maximum of 9999 kits.

   Field	Description
   Destination	Select whether the destination of this shipment is a site or a depot. If you select Site, then you must select the destination site from the second drop-down. If you select Depot, then you must specify the destination depot (in the Destination field) and the source depot (in the Ship From field), too.
   Kit Type and Description	For a specific kit type, turn on the toggle () to specify that the shipment must include that kit type.
   Quantity	Enter the number of kits of this type to include in the shipment.
   Lot	From the Select Lot drop-down, select the lot that you want to associate with the pooled kit. Note: Specifing a lot is only available for pooled kits that are included in a shipment sent out to sites. You cannot include pooled kits in a depot-to-depot shipment.

7. Click Create Shipment.
8. Click Close.