Move shipments through the receipt process with no temperature monitors

If your study is configured to move shipments through the receipt process when there are no temperature monitors included, you will be prompted to mark any damaged or missing kits.

By allowing shipments to continue the receipt process when no temperature monitors are present, the system asks you to mark any kits that are damaged or missing. For more information on configuring your study's supply settings, see Specify supply settings.

Note:

Be aware that all non-serialized inventory is grouped. Instead of individual kit numbers, non-serialized kits display in the user interface (UI) as lot numbers followed by the quantity.

Because non-serialized kits can arrive at different date and times, the Date Received column on the Site Inventory page does not include any data and appears blank for all non-serialized inventory.

To move a shipment through the receipt process when no temperature monitors are present:

1. On the Home page, Access your study in a specific mode.
2. Along the top, select Supplies.
3. Below the study name, select the Shipments tab.
4. Select a shipment.
   The system displays the shipment details.
5. Select Add Shipment to Inventory.
6. In the Add Shipment to Inventory dialog, select I didn't find any temperature monitors in the shipment.
   The system skips the option to select quarantined kits or lots and moves to the next step.
7. If any specific kits or kits assigned to a lot are damaged, select the affected kits and select Next:
   • Kits: Select the damaged kits.
   • Lots: Expand a the lot's details, and in the How many? field, enter the quantity of non-serialized kits that are damaged.
8. If any specific kits or kits assigned to a lot are missing, select the affected kits and select Next:
   • Kits: Select the missing kits.
   • Lots: Expand a the lot's details, and in the How many? field, enter the quantity of non-serialized kits that are missing.
9. Review the information in the Add Shipment to Inventory dialog and select Finish.

After selecting Finish:

• The status of the selected kits are updated to Damaged or Missing.
• The Registered On (UTC) and Received On (UTC) fields on the Shipments tab are initially populated with the same date—the date on which the shipment was registered in Clinical One Cloud Service.

  The Received On (UTC) field can be updated to reflect the actual receipt date. The selected date must be on or after the shipment creation date and on or before the Registered On (UTC) date.

  This is useful when a shipment is registered after it is received, allowing you to backdate the Received On (UTC) field to reflect the actual receipt date.

  Note:

  You must have the Edit Shipment Received Date permission to modify the Received On (UTC) field. For more information, see Descriptions of permissions in Clinical One Cloud Service