Case | Damage | Loan | Other | Return | Sample | Stocking Order | Trial | Stock Adjustment | |
Purposes | Use when selling inventory at a Facility, such as a surgical case. | Use to consume inventory that has been damaged. | Use to consume inventory that is being loaned out. | Use to consume inventory for any other reason, such as cycle counts or inventory adjustments | Use when consuming inventory that must be returned to a supplier or manufacturer and removed from your account. | Use when consuming inventory that was distributed as samples and must be removed from inventory. | Use when inventory is sold to a facility outright to be pulled from the shelf as needed. Inventory becomes Facility Stock which can be used at this facility in a Case at a later date without being billed a second time. | Use to consume inventory and track its use in a clinical trial. | Use to deplete inventory that does not exist. Fix inventory discrepancies as a result of an audit or cycle count. |
Event Name | Required | Required | Required | Required | Required | Required | Required | Required | Required |
Representative | Required | Required | Required | Required | Required | Required | Required | Required | Not Available |
Date | Required | Required | Required | Available | Required | Required | Required | Required | Required |
Time | Available | Not Available | Not Available | Available | Not Available | Not Available | Not Available | Available | Not Available |
Procedure | Required | Not Available | Not Available | Not Available | Not Available | Not Available | Not Available | Required | Not Available |
Physician | Required | Required | Required | Required | Not Available | Required | Not Available | Required | Not Available |
Facility | Required | Required | Required | Required | Not Available | Required | Required | Required | Not Available |
Patient ID | Available | Available | Available | Available | Available | Available | Not Available | Required | Not Available |
Manufacturers | Required | Required | Required | Required | Required | Required | Required | Required | Not Available |
Product Line | Available | Available | Available | Available | Available | Available | Required | Available | Not Available |
Associated Containers | Available | Available | Available | Available | Available | Available | Not Available | Available | Available |
Please Describe this Event | Not Available | Not Available | Not Available | Available | Not Available | Not Available | Not Available | Not Available | Not Available |
Protocol/RMA # | Not Available | Not Available | Not Available | Not Available | Available | Not Available | Not Available | Available | Not Available |
Create Facility Stock | No | No | No | No | No | No | Yes | No | No |
Use Facility Stock | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | No |
Facility Contact | Not Available | Not Available | Not Available | Not Available | Not Available | Not Available | Required | Not Available | No |
Principal lnvestigator | Not Available | Not Available | Not Available | Not Available | Not Available | Not Available | Not Available | Available | No |