Kit types describe the logical structure of the materials your study uses. Each kit type groups one or more therapeutic units or medical devices: a vial and syringe combination, a single injection device, several bottles of product.
🔑 Prerequisite: permission to edit the allocation configuration and manage kit types. In the role, that is Study add-ons > Allocation configuration > Edit.
Activate the allocation module
🛠️ Step by step guide
Open your study.
Go to Study settings, open the RTSM tab, and activate Allocation.
Create a kit type
🛠️ Step by step guide
Go to the RTSM tab in study settings.
Open Kit Types configuration.
Click Add new kit type.
Fill in the Label and the Description. Both are mandatory, and missing fields are flagged inline.
Click Save. The kit type appears in the table and becomes selectable in the allocation dropdowns.
💡 Tip: you can also create a kit type without leaving the allocation configuration page, using the Add a new kit type option in the dropdown. Creating kit types stays possible even after the study goes Live, so a missing kit type mid-study is not a crisis.
Edit a kit type
🛠️ Step by step guide
Go to Kit Types.
Click the kit type name, or its action menu, the three dots.
Select Edit.
Update the label, the description, or both.
Click Save.
A label change propagates everywhere the kit type appears: the inventory, the allocation configuration and the eCRF.
Delete a kit type
🛠️ Step by step guide
Go to Kit Types.
Click the action menu, the three dots.
Select Delete.
Confirm in the modal.
⚠️ Warning: deletion is only possible while the study is in Draft. Once it is Live, a kit type cannot be removed, only edited.
If the kit type had been used in a dummy list, deleting it does not clean up after itself. Update your inventory by hand to reconcile the lists.