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What is each Event Type good for?

This article breaks down the purposes of each event type and the different pieces of information associated with each type. 

 
 

 

 

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