Add and remove kits in a shipment

You typically add and remove kits in a shipment when something happens to a kit that was selected for the shipment. For example, when a kit is damaged before it is packed, you can replace it with another kit of the same type. This procedure also applies to rollover studies.

Before adding or removing kits in a shipment consider the notes below:

Caution:

If your study uses an integration with Almac or Fisher Clinical Services for shipments, do not perform the steps below, even if you need to adjust the shipment. Instead, cancel the shipment and either allow the resupply process to create a new shipment the next time inventory runs or create a manual shipment.

Note:

Consider the following:
  • You cannot add or remove kits from a shipment containing pool kits (also known as a pooled shipment).
  • If the study doesn't allow shipments with a single kit and you need to remove all but one kit, add replacement kits first, and then remove the other kits. Oracle Clinical One Platform prevents you from removing kits and leaving only a single kit.
  • All non-serialized inventory is grouped. Instead of individual kit numbers, non-serialized kits display in the User Interface (UI) as lot numbers followed by the quantity.
  1. Determine in which mode you need to work. For step-by-step instructions, see Access your study in a specific mode.
  2. Along the top, click Supplies.
  3. Below the study name, click the Shipments tab.
  4. Select a shipment with a status of Pending.

    Tip:

    If a shipment has a status of In Transit but hasn't shipped yet, you can remove the shipping date, and the status changes back to Pending.
  5. To add kits:
    1. On the Shipment Details sidebar, click Add Kits.
    2. Under Available Kits, select the kits or lots you want to add to the shipment.
    3. Use the arrow (A grey box with the outline of a righthand arrow in the center) icon to move the selected kits to Add to the Shipment.
    4. If you are adding a lot, in the Quantity column, enter the quantity of non-serialized kits.
    5. Click Add.
  6. To remove kits:
    1. On the Shipment Details sidebar, select the kits or lot you want to remove from the shipment.
    2. If you are removing a lot, enter the quantity of non-serialized kits that you want to remove from the shipment.
    3. Click Remove Kits.
    4. Select Yes to confirm the kits or lots you want to remove from the shipment.
  7. Upon adding or removing kits from a shipment, a Confirmation dialog appears asking you if you choose to update the form or not.
    • If you do not wish to update the form, click Don't Update Form.
    • If you want to update the form, click Update Form.

Related Topics

Parent topic: Manage shipments