Create a predictive resupply strategy

You create a predictive resupply group to resupply a site based on actual enrollment and planned dispensation visits. After running inventory, the application creates shipments to meet each site's inventory requirements for the coming weeks. You specify the number of weeks to consider and the number of weeks to order for. You also set minimum and maximum levels so that sites have sufficient supply for new subjects.

For titration visits with available dosing changes, the predictive resupply strategy will create shipments with enough kits for site users who need to maintain the same dose for subjects.

Note:

In the system, resupply runs once a day based on the offset of UTC that you set in the Schedule Settings (under Supply Settings), not the current time zone for your sites.

Tip:

Set resupply to run at 12:01AM to ensure kit status accuracy. Whereas expired kits will not be dispensed, the status of these kits on the inventory page will only be refreshed to "expired" once resupply runs.

For more information on managing expiration dates, see Manage expiration dates with lots.

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

1. On the Home page, click study settings () on the study you want to edit, and select Open Settings.
2. Below the study name, click the Supply Settings tab.
3. Open the study settings.
4. Below the study name, click the Supply Settings tab.
5. On the top left, select a specific mode:
   • Production Settings
   • Testing Settings
   • Training Settings
6. On the right side pane, expand Predictive Resupply.
7. Click Create Predictive Resupply Group.
8. Fill in the fields and click Create. To view tips for completing a field, click into the field.

   Field	Description
   Predictive Resupply Title	Enter the name of the resupply strategy. If you create multiple resupply strategies, consider using names that tell you the sites that use each strategy.
   Kit Type and Description	Select the checkbox next to the kit type that you want to include in this resupply group.
   Trigger Weeks	Enter the number of weeks that the resupply strategy looks at, to determine the supply that is required for subjects who have already been randomized. If additional supply is required, a shipment is created based on the resupply weeks. Tip: Use "0" here and for Resupply Weeks if you don't want the site to be resupplied with a certain kit type or all kit types during the study. Choose this option for resupply strategies that use minimum and maximum buffers.
   Resupply Weeks	Enter the number of weeks that the resupply strategy resupplies for. For example, if you specify 2 trigger weeks and 4 resupply weeks, the resupply strategy determines the supply needed for the next 2 weeks for subjects who have been randomized. If the on-site supply is insufficient for that time, enough supply is sent so that the site can dispense for the next 4 weeks. Tip: Use "0" here and for Trigger Weeks if you don't want the site to be resupplied with a certain kit type or all kit types during the study. Choose this option for resupply strategies that use minimum and maximum buffers.
   Minimum Buffer	Enter the number of kits that trigger a shipment when the resupply strategy runs. When a single kit type reaches the number specified in the buffer, a shipment is created so that all kit types in the resupply strategy are raised to the maximum buffer at the site or depot.
   Maximum Buffer	Enter the number of kits that will be present at the site after a resupply shipment arrives. When a single kit type reaches the minimum buffer, a shipment is created so that all kit types in the resupply strategy are raised to the maximum buffer at the site. Note: This number refers to the maximum available kits on site. In case the supply need is greater than the maximum buffer, the system will only ship to the maximum. The quantity of kits is set considering the storage limitations at the sites.
   First Shipment	Enter the number of kits of each type that are in the initial shipment. The number should be higher than the minimum buffer so that a new shipment isn't created after the resupply strategy runs the first time. Tip: Use "0" for certain kit types, if you don't want to ship that kit type at site initiation.
   Manual Shipment	Enter the number of kits of each type that are included in a manual shipment when you allow sites to request manual blinded shipments. Tip: Use "0" for one or multiple kit types, if you want to set a kit type to be shipped only with a manual order.

Create a predictive resupply strategy for other modes in your study, if you haven't already and when required.