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Table of Contents

Supplies are the consumables for which you want to track the inventory—E.g., kits, gloves, labels, etc. A supply can be assigned to a site and/or one or more collection protocols.

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  1. Click 'Supplies'→ Select the 'Supply Type' for non-barcoded items → Click 'Create.'
  2. Enter the necessary details and click 'Create.'
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Edit supplies

Supplies can be edited at any time. All the details of supply, along with CP restriction, can be edited.

To edit a supply:

  1. Go to supply you want to edit 
  2. Click 'Edit'
  3. Make changes and save   

Clone supplies

The 'clone' functionality can be used to create a copy of the existing supply. This is useful when you create similar supplies and just need to change one or two fields.

To clone a supply:

  1. Go to the supply you want to clone
  2. Click 'Clone'

Restrictions

  • Restrict by Collection Protocol: Add the protocol in the 'Collection Protocol' field in supply. Apart from specified protocol other protocols will not be able to consume the items. The system will throw an error 'Consumption of supply "Supply_name" by collection protocol "CP_name" is not permitted. (SUPPLY_NOT_ALLOWED)'.
  • Restrict by Site: Add the specific site in 'Site' field in supply. If the specified site is not a part of the collection protocol then the visit/specimens from that protocol can not consume the items. The system will throw an error 'Consumption of supply "Supply_name" by collection protocol "CP_name" is not permitted. (SUPPLY_NOT_ALLOWED)'

Managing barcoded items


The barcoded items present in the supply can be viewed by clicking the 'Items' tab on the left panel. The item list page has details of items like barcodes, consumption status, and date and time of consumption. 


View barcoded items

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Manually assign barcodes as consumed.

If a supply has to be marked as used manually (e.g., it was lost or destroyed etc.), click on the 'Delete' icon next to the barcode.

Add new barcodes to existing supply.

You can add additional barcodes to the existing supply. To do this:

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Export consumption report

To export a report on the supplies consumption, go to 'Supplies' → Click any supply Type → Click on 'Items' → 'Export'. You can filter supplies using various filters to export a report of selected supplies.  

Creating new supply by moving the items from the existing supply

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You can create a new supply with items that belong to the existing supply. This feature is helpful when you added a bunch of items to one supply and want to move it to another supply. Refer to a wiki page for more details.

Import Supply Items

You can create/update items using bulk import. For more details refer to a wiki page.

Export Supply Items

To export supplies go to Types → Supplies → Items → Export.

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