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Kit Type Management

Updated over a week ago

What are kit types?

Kit types represent the logical structure of materials used in a study, each kit type groups one or more therapeutic units or medical devices.
Examples:

  • A vial + syringe combination

  • A single injection device

  • Several bottles of product

⚠️ Important - Pre-requisite: You must have permissions to edit allocation configuration and manage kit types.
(Category: Study add-ons → Feature: “Allocation configuration” → Action: “Edit”)


How to configure a kit type

Step 1 - Activate the allocation module

  1. Open your study in Datacapt.

  2. Go to the Study settings, open the RTSM tab, and activate Allocation.

Step 2 - Create and configure your kit type

  1. Go to RTSM tab in study settings

  2. Go to Kit Types configuration.

  3. Click Add new kit type.

  4. Fill in:

    • Label (mandatory)

    • Description (mandatory)

  5. Click Save.

    • Missing fields trigger inline validation.

    • Once saved, the kit type appears in the table and becomes selectable in allocation dropdowns.

💡 You can also create kit types directly from the allocation configuration page using the dropdown “Add a new kit type”.

⚠️ Important - Rules to keep in mind

  • You can still create kit types while your modal is open, even if the study goes live.

  • Deletion is not allowed once the study is live.


Additional steps:

Editing a kit type

  1. Go to Kit Types.

  2. Click the ⋯ menu or the kit type name.

  3. Select Edit.

  4. Update label and/or description.

  5. Click Save.

✅ Label changes propagate everywhere (inventory, allocation, eCRF).

Deleting a kit type

  1. Go to Kit Types.

  2. Click the ⋯ menu.

  3. Select Delete.

  4. Confirm in the modal.

⚠️ Important : Deletion is only possible in Draft studies.
If the kit type was used in a dummy list, update your inventory manually to reconcile lists.


Next Step 👉🏻 : Allocation configuration

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