Pre-requisites to allocate a kit :
Allocation configuration must exist.
Site must have Available kits.
The form must include an Allocation item.
Allocating kits
Step 1 - Open the subject’s eCRF.
Step 2 - Click Allocate.
Step 3 - The allocated kit line appears with:
Kit ID
Timestamp
Investigator name
Treatment arm (if unblinded)
💡 Good to know:
Inventory instantly updates:
Status → Allocated
Subject ID, timestamp, and allocator recorded
Button temporarily disables to prevent double allocation.
Deallocating a kit
In eCRF, open ⋯ next to the allocated kit.
Select Deallocate.
Provide a reason (mandatory).
Confirm.
The kit line disappears and returns to Available in inventory.
Declaring a kit invalid
In eCRF, open ⋯.
Select Declare invalid.
Provide a reason.
Confirm.
The kit stays visible in eCRF as Invalid, and the inventory updates accordingly.
⚠️ Important :
Deallocate only if a wrong kit was assigned.
Declare invalid for damaged or temperature-excursion kits.
Reason completion is always mandatory.