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Edits For Ordering Investigator On Inventory

If you receive inventory without assigning it to an ordering Investigator, this can be corrected from the View/Edit Inventory screen of the protocol. If you don't see the option to assign an ordering investigator during receipt, then the protocol is not tracking inventory by ordering investigator.

Editing inventory and assigning it to an Ordering Investigator will edit the inventory dating back to the receipt of that line item of inventory and appear as if the inventory was received for that Ordering Investigator. This will overwrite any previous Ordering Investigators assignments and not be correctable without a NTF.

If you are transferring inventory from No Ordering Investigator or another Investigator, you will want to use the Immediate Transfer pathway. 

 

  1. Ensure that the inventory line item was truly received for the ordering investigator and has never been dispensed to another participant under another investigator before proceeding.
  2. Navigate to the protocol.
  3. Click on the Inventory Tab.
  4. Click on View/Edit Inventory.
  5. Select the drug from the drop down menu.
  6. Locate the item(s) you need to edit. 

    Additionally, you can also add a filter by lot number here as well.

    If you are trying to correct already dispensed or quarantined inventory, you may need uncheck the status flag to show items with a quantity of 0

     

  7. Click on the Edit link on the right side.

    If you are editing multiple items from the same lot number, you only need to click on Edit for an item in that lot number.

     

  8. On this screen, the Drug Name and Lot Number are automatically selected. From the drop down menu, select Assign Inventory to Ordering Investigator.
  9. A grid will appear of inventory you can select that you wish to update. The grid defaults to 5 visible rows of inventory.
    We recommend you select the Show All from the pagination drop down menu to ensure you are selecting the correct inventory.

     

  10. Once the correct inventory has been selected, select the appropriate participant in the New Ordering Investigator drop down menu. 

    If you do not see the Ordering Investigator in the drop down, that means they are not listed on the protocol as a Primary Investigator or a Co-Investigator

     

  11. You will also need to enter a reason for the edit. This reason will be visible on the DARF.
  12. Once completed, click on the blue Save Edit button.