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Inventory Management Series Outline

The Inventory Management Series Outline for electronic training of Vestigo.

Intended Audience

New or current Vestigo end users that want training on basic inventory management.

Goal

Gain a better understanding of inventory management best practices at both the global and protocol levels and apply them effectively.


Objectives

At the end of training, the user will understand:

  1. Users will be able to perform accurate and efficient inventory cycle counts, ensuring real-time visibility and reconciliation of investigational drug stock levels.
  2. Users will learn how to manage and document inventory Send-Outs between sites or departments, maintaining chain-of-custody and audit readiness while supporting multi-site protocol operations.
  3. Users will learn how to use the Drug or Shipment Research Search feature to locate and review detailed records of investigational products and their associated shipments. This enables efficient tracking, verification, and resolution of inventory or protocol-related inquiries.
  4. Users will understand how to handle temperature monitoring documentation and manage excursions, ensuring investigational products remain within required storage conditions and that any deviations are properly recorded and addressed.

 

Contents

Module 1 - Global Cycle Count

Module 2 - Protocol Cycle Count

Module 3 - Cycle Count Alert

Module 4 - Cycle Count Reports

Module 5 - Drug Search

Module 6 - Inventory Send-Out Overview

Module 7 - Inventory Send-Out within a Protocol

Module 8 - External Inventory Send-Out within a Protocol

Module 9 - Inventory Send-Out (multi-protocol) Internal Transfer

Module 10 - External Inventory Send-Out (multi-protocol)

Module 11 - Receiving a Send-Out

Module 12 - Inventory Send-Out Reports

Module 13 - Shipment Receive Search

Module 14 - Temperature Documents Overview

Module 15 - Temperature Documents: Creating a new Temperature Document Storage Location and Maintenance

Module 16 - Temperature Excursion: Overview and Recording a Temperature Excursion

Module 17 - Temperature Excursion: Evaluation of affected inventory

Module 18 - Temperature Excursion Reports