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 |