When field teams require more time with loaned inventory, they submit a loaner extension request. Previously, submitting a new request would overwrite the old due back data in the system. With the latest updates, ConnectSx Beacon now permanently logs your full extension history.
Additionally, operations and back-office teams can now view live utilization metrics right from a device or container's detail screen. This hidden history is surfaced via a clean "View Utilization" modal, helping your organization identify slow-moving "backup" inventory that might be better suited for permanent consignment.
What Field and Ops Users Will See
If an item or container in your inventory has been granted an extension at least once, a new "View Utilization" link will automatically appear on its desktop profile screen:
On Container Pages: Located in the right rail summary near the standard extension button on the Container Detail page.
On Loose Device Pages: Located near the extension controls on the Device Detail page.
Interacting with the Utilization Modal
Tapping the View Utilization link pops open a clean metrics overlay scoped to the current custody period (tracked from the exact timestamp the current custodian accepted the inventory transfer up through today).
1. Key Performance Indicators (KPIs)
At the top of the modal, you will interact with two high-level counters:
Extension Count: Displays the total number of Approved extensions granted during this exchange.
Event Usage Count: Tracks the number of distinct, successful surgical events where this asset (or any of its child items, if you are looking at a surgical tray container) was utilized.
Note: This count explicitly pulls from finalized event states like
COMPLETED,CLOSED, orPAID. It safely ignores tentative or non-sale states likeOPEN,CANCELLED, orINVENTORY_ADJUSTED.
🔒 Visual Over-Extension Guardrail
To immediately flag logistics inefficiencies without making you parse data tables, the modal features built-in smart highlights:
⚠️ The Red Flag State: If a loaner tray has an Extension Count greater than 2 but an Event Usage Count of exactly 0, the Extension Count number will automatically highlight in bright RED. This visually alerts your operations team that a tray is sitting dormant in the field and taking extensions without covering any surgeries.
2. Deep-Dive Extension Log
Directly beneath the primary KPIs, the modal populates a clean chronological ledger of the item's historical timeline. Sorted seamlessly from newest to oldest, each row displays:
The Extension Date
The Request Reason provided by the field representative
The Status of the request, which utilizes new system designations:
REQUESTED: Pending back-office review.APPROVED: Granted extension.DECLINED: Denied by an Administrator.EXPIRED: Automatically flagged by a system nightly job if the loan due date rolls past without a response.
Back-Office Automated Guardrails
To keep your inventory data pristine behind the scenes, you do not have to manually audit old dates:
Automated Nightly Expirations: A new automated system runs once every 24 hours. It sweeps the database for any extension requests left in a
REQUESTEDorAPPROVEDstate where the specified due back date is older than today, instantly switching them to a status ofEXPIRED.Logic Separation: Accepting a standard inventory transfer will never overwrite or change an item's active extension status. Status changes are strictly triggered by direct Admin action or the automated nightly clock.