1. Panorama Inventory Train the Trainer

2. Agenda Intro Definitions Key concepts Inventory Functions

3. Intro Inventory will track vaccine orders from the warehouse, to the vaccine holding points, to the clients and back to the warehouse if they are returned Inventory is linked to Immunization: After vaccine is received it will be visible as a choice when you immunize immunize When vaccine is recorded in Panorama as a single immunization the vaccine is “auto-decremented” from the inventory stock (this does not occur with mass immunization)“auto-decremented” Vaccines are identified by lot number and expiry date and can be searched in case of alerts or recalls (both administered vaccine and in stock vaccine)

4. Inventory Processes In many cases, there is more than one way to achieve the desired result, we are teaching you this way because it has been tested and we recommend that you start with these steps Many of the processes will be new to all public health users Just follow the steps and you will be fine!

5. Inventory Definitions Inventory ItemDefinition Catalogue Items/ProductVaccine available to be ordered from Materials Distribution Agency (MDA) RequisitionA vaccine order made by a Public Health Office to be filled by MDA Service Delivery Location (SDL)A physical location where public health services re delivered (e.g. Public Health Office, School) Holding Point (HP)A service delivery location that holds vaccine (e.g. Public Health Office) Holding Point Location (HPL)Specifies the location of the vaccine within the holding point (electronic location e.g. Operations, Quarantine, For Return)

6. Key Concepts Holding Points Holding Point Locations Catalogue SKUs

7. A service delivery location that holds vaccine Holding Point River East PHO In Panorama is represented by the MDA Client ID# (e.g. Selkirk Public Health – 80021 Altona Public Health - 80077)

8. Panorama Holding Point Location The electronic location of the vaccine within the holding point Inventory ItemDefinition Operational (OP) all refrigerated useable vaccine goes here Operational – None (OPN) Non-refrigerated non-vaccine items e.g. STI meds, OCPs Quarantine for review (QR) any item that needs further assessment to determine whether it is usable (e.g. temperature excursion, product recall) Cold Chain Quarantine (CCQ) for items that have had a confirmed cold chain break and cannot be used For Disposal (DIS) For items that are to be returned to MDA (does not require cold chain maintenance) Reserved Stock (RS) place items here if they are to be used for a specific clinic and you do not want anyone else to use them

9. Stock Keeping Units (SKUs) Stock Keeping Unit (SKU) is the package presentation e.g. 1 vial/box, 5vials/box, 10 vials/box In Panorama we order in SKUs – same method as MB Health Biologics order form e.g. Gardasil vaccine is packaged 10 vials/box 1 box = 1 SKU = 10 doses Partial SKUs are represented by a decimal point e.g. 8 vials of HPV = 0.8 SKU

10. Boxes of 10 (e.g. Gardasil, Prevnar) 10 vials = 1 sku 9 vials = 0.9 sku 8 vials = 0.8 sku 7 vials = 0.7 sku 6 vials = 0.6 sku

11. Boxes of 5 (e.g. Pediacel, TdaP) 5 vials = 1 sku 4 vials = 0.8 sku 3 vials = 0.6 sku 2 vials = 0.4 sku 1 vials = 0.2 sku

12. Catalogue The catalogue contains  products that are available to order  Same items as are on the MB Health Biologics order form Organized in 6 levels

13. Example of levels LevelHep B PediatricGardasil 1Category: VaccinesVaccines 2Product Group: Vaccine type HBHPV-4 3Generic Product Strength: Volume HB Pediatric 0.5mlHPV 0.5ml 4Product PresentationHB Pediatric 0.5ml vial HPV 0.5ml vial 5Generic Product Package Size HB Pediatric 0.5ml vial - 1/box HPV 0.5ml vial - 10/box 6Trade ProductRecombivax HB 5 mcg - 1/box Gardasil - 10/box

14. Catalogue Item Codes Biologics Order form Product Alternate ID (Catalogue Item Code) Product Code Panorama

15. Inventory Functions Searching the Catalogue Searching a Requisition Creating a Requisition (Ordering) Receiving a Requisition Viewing Inventory Adjusting Products Moving Inventory

16. Searching the Catalogue Option 1 – Broad Search  Click on Search catalogue – and Click Search  Will display the entire catalogue  Useful for ordering and other times when you want to see the entire catalogue  Demo - Option 2 - Defined Search  Select each level or use Catalogue Item Code  Used for finding a specific vaccine  Demo –

17. Panorama: Inventory – Searching a Catalogue Select the Inventory tab (top nav) Select Inventory Setup (L nav) Select Catalogue Item (L nav) The Catalogue Item Information page appears Click Search Select the desired Level 4 – Generic Product Presentation from the drop-down list Select the desired Level 6 – Trade Product from the drop-down list Select the desired Level 3 – Generic Product Strength from the drop-down list Select the desired Level 5 – Generic Product Package Size from the drop- down list The Catalogue Item Information page appears Select the desired Level 1 – Category from the drop-down list Option 1: Performing a Broad Search Option 2: Performing a Defined Search Select the Inventory tab (top nav) Select Inventory Setup (L nav) Select Catalogue Item (L nav) The Catalogue Item Information page appears Click Search All Catalogue items appear in the Search Results Returned factory table Select the desired Level 2 – Product Group from the drop- down list QRC 4.1

18. Searching Tips When doing a broad search of the catalogue, alphabetize the items by clicking on the triangle in the top column Catalogue search QRC 4.1 shows vaccine up to level 6 – Trade name Order search QRC 4.2 shows vaccine up to level 5 – Generic name

19. Search catalogue Demo Practice You are a nurse or clerk at a Public Health Unit. You are planning your upcoming baby clinics and you want to know what vaccine is available to order from MDA. How many items are in the inventory search results? What is the Catalogue Item Code for Pediacel? What is the Catalogue Item Code for Infanrix-IPV/Hib?

20. Creating a Requisition (Ordering vaccine) Similar process to using the Biologics Order Form Orders will be in SKUs or packages There will be preset quotas that will give limits to orders – “pre- approvals” Approvals – will be required from MB Health if ordering above the set quotas Emergency orders – can be done by phone after hours or by MOH Requisitions can be Saved if you want to recheck, revise or have a second person check it before it is submitted Ship To Instructions – are specific to the order and will be included on the Manifest Shipping instructions that apply to all shipments are recorded in the Holding point profile

21. Ordering Tips Take note of the requisition ID number for future reference Save requisition if you are not finished, or you want to recheck or you want someone else to recheck the order before submitting Submit requisition can be done without saving if you wish Remember to select check boxes before submitting Initially you will receive “yellow banner” notifications about PH work groups, monthly demands etc – ignore them for now, just look for the message about “successfully submitted”

22. Panorama: Inventory – Creating a Requisition Select the Inventory tab (top nav) Select Inventory Replenishment (L nav) Select Manage Requisitions (L nav) Select Product Requisitions (L nav) The Manage Requisitions: Search page appears Click C REATE R EQUISITION Enter a Holding Point name in the Ship To Holding Point Click the Refresh hyperlink The page will auto-populate several fields (e.g. Ship To, Bill To, Requestor) Select Urgent if required and choose a Reason, Requested date and a Comment* Click S AVE R EQUISITION A yellow bar displays at the top of the page: Requisition successfully saved Note requisition ID number Click A DD C ATALOGUE I TEMS The Catalogue Item Information: Search page appears Click A DD C ATALOGUE I TEMS Click S EARCH All catalogue items related to that Holding Point appear Click the Checkbox for each Catalogue item to be added to the Requisition Order Enter the Requisition Quantity to be ordered for each item Click S AVE R EQUISITION The Manage Requisitions: Create New Requisition page appears The selected catalogue items appear in the Requisition Item Summary View Click all the check boxes for the catalogue items to be ordered A warning dialog box appears stating “Only selected will be submitted...” Click OK A Requisition successfully submitted message appears in the yellow banner A Requisition successfully saved message appears in the yellow banner Required delivery will default to Next Scheduled Click S UBMIT R EQUISITION QRC 4.2 *All Urgent orders are subject to approval – phone MDA after submitting order

23. Create Requisition Practice Demo Practice Create an order for Selkirk Public Health Holding Point (HP) ( ) Choose “Next scheduled” Order 5 SKUs of: User 1 – Dtap-IPV-Hib User 2 – Pneumo 23 User 3 - Rotavirus User 4 - Tdap User 5 - PCV 13 User 6 – Men C User 7 – Hep B pediatric User 8 - MMRV User 9 - HPV User 10 – Dtap-IPV User 11 – Tdap - IPV User 12 – Agriflu

24. Searching for a Requisition Can search by: Requisition ID number Status (pending pick, shipped etc) Date Ship to Holding Point

25. Panorama: Inventory – Searching For a Requisition Select the Inventory tab (top nav) Select Inventory Replenishment (L nav) Select Manage Requisitions (L nav) Select Product Requisitions (L nav) The Manage Requisition: Search page appears Enter the desired Search Criteria (e.g. Requisition ID O R Ship to Holding Point A ND Ship from Holding Point) Click S EARCH The requisition appears in the Requisition/Product Search Results factory table Click the hyperlink Requisition ID number Review the Catalogue items displayed in the Requisition Item Summary View factory table The Manage Requisitions: View/Edit page appears QRC 4.3

26. Searching For a Requisition QRC 4.3 Demo Practice Search by Ship to Holding Point:  How many results? Search by status: Shipped  How many results? Search by ID number: _____  What is the status? Search for Requisition ID ____  What is the status?  What is the product on order? How much?

27. Receiving a Requisition QRC 4.4 This is a new activity for PH users When vaccine is received, it must be documented into Panorama to complete the shipping cycle When receiving your order, the destination holding point location (HPL) is required. Unless the vaccine is damaged or had a known temperature excursion, choose Operational (OP) HPL e.g 80077-OP

28. Panorama: Inventory – Receiving a Requisition Select the Inventory tab (top nav) Select Inventory Replenishment (L nav) Select Receive Product (L nav) Select Product Requisitions (L nav) The Receive Requisition/ Return page appears Select the Requisition Radio button Enter the Requisition ID number that is to be received The Requisition appears in the Received Requisition/Return Search Results factory table Click S EARCH Select the Radio button for the Requisition ID to be received The contents of the container display below the See Container Contents section Click R ECEIVE R EQUISITION /R ETURN The Receive Requisition / Return page appears Enter the Number of Containers Received and the Receiving Comments Select the appropriate Holding Point Location from the HPL drop list Expand the container contents by clicking the + button in the See Container Contents section Verify/Update the Received Qty field for each line item * Uncheck all the Cold Chain Quarantine checkboxes Click Receiving Completed A warning dialog box appears “Are you going to complete receiving the shipment?” Click OK A message appears in the yellow bar at the top of the screen saying the shipment was saved The requisition status is updated to Received Uncheck the Cold Chain Quarantine checkbox Select the correct Holding Point location for each line item from the HPL drop list *If all or part of the vaccine order is damaged or unacceptable, click the +radio button under the vaccine and complete the details *If the lot number of the received product is different than the lot number displayed in Panorama, reject the product and notify MDA QRC 4.4

29. Receiving a Requisition QRC 4.4 Demo Practice Search for the requisition #______

30. Viewing Inventory QRC 4.5 Viewing allows you to see what products are in your holding point (HP) including:  HPL details (what is in operational, quarantine etc.)  Product details (lot number, expiry date etc.)  SKU or dose In View Inventory, if the lot # is not visible, there is more than one lot # present. Individual lot numbers will display in the Adjust page. The quantities displayed on the Product Inventory: Search results page are for all HPLs, including unusable vaccine in disposal and quarantine. Best practice is to view the HPL locations by clicking on the quantity hyperlink or selecting HPL details.

31. Panorama: Inventory – View Inventory Items Select the Inventory tab (top nav) Select Inventory Maintenance (L nav) Select View Inventory (L nav) The Product Inventory: Search Holding Point Inventory page appears Enter the correct Holding Point in the type ahead field Click S HOW P RODUCT D ETAILS View the details as required Click the desired Radio Button for the product that is to be viewed Click C LOSE The Product Inventory: Holding Point Location Details page appears Click S EARCH The Product Inventory: Product Details page appears Click S HOW Q TY IN D OSES *The Product Inventory: Search results appear in the factory table Click S HOW HPL D ETAILS ** The Product Inventory: Quantity in Doses page appears View the details as required Click C LOSE View the details as required Click C LOSE OR *Optional Step: Press Print Screen to print a Physical Count sheet (move the screen to the right so that you can see all the required columns before printing) *Optional Step: Press Print Screen to print a Physical Count sheet (move the screen to the right so that you can see all the required columns before printing) **The quantities displayed on the Product Inventory: Search results page are for all HPLs, including unusable vaccine in disposal and quarantine. View the HPL locations by clicking on the quantity hyperlink or selecting HPL details.

32. View Inventory QRC 4.5 Demo Practice You are a PHN or clerk from Office ( ) View your inventory in stock How much of each vaccine is in stock?  SKUs  Doses

33. Panorama: Inventory – Physical Count Physical Count Steps: 1.Create Count & Print Count Sheet Create a new count Print a count sheet Activity outside of Panorama - Perform the count and record it on the count sheet 2.Entering & Submit Physical Count Data Enter physical count data Save count Recount Count Complete June 4, 2015

34. Panorama: Inventory – Physical Count Points to Remember  Count will default to select all HPLs for the Count. If you wish to select certain HPLs, click on one or use Ctrl-Click to select multiple HPLs  Expand All on the Physical Inventory Count page is not required, but it allows the user to see the current Quantity on Hand  When entering physical count data, do not leave any physical count boxes blank  Reason for Adjustment and Comments are optional  Enter Recount Data is required for each count for the vaccine Holding Point inventory to be adjusted. Recount data completes the count activity.  When entering recount data, you can leave the Revised Count box empty if count is correct  Count number is displayed on your printed Panorama Physical Count Sheet June 4, 2015

35. Panorama: Inventory – Physical Count Creating a Count & Printing a Physical Count Data Sheet Select the Inventory tab (top nav) Select Inventory Maintenance (L nav) Select Manage Count Select Physical Inventory to open the Sub Menu The Physical Inventory Count: Search/Add Physical Inventory Count page appears Select File  Print Ignore Freeze Inventory Movement Select the required HPLs from the Holding Point Location(s) field if desired (Default is set to all HPLs) Select the checkbox for the desired Holding Point and click A DD H OLDING P OINTS Type the HP number in the Holding Point field and click S EARCH Select Cycle from the C OUNT T YPE field The Holding Point appears in the Holding Point Profile Results factory table Click P RINT Select Catalogue Item Name/Walk Order Sequence/HPL from the Tag/Sheet Sort Sequence field Set the Count Date (Note the date is defaulted to todays date) Click Create New Count The Physical Inventory Count: Create/Edit Count Parameters page appears Another browser window opens and the File Download dialog box appears OR a pop-up box appears with “Do you want to open or save CrystalReport.pdf” Click Print Count Sheet/Tags Click O PEN to view Physical Count Sheet Select the Add Holding Point hyperlink to search for the desired HP The Print dialog box appears Click S AVE (Note the Count Number) The Physical Inventory Count: Create/Edit Count Parameters page appears The CrystalReportViewe r window appears with the report details The Count Parameters Successfully saved confirmation message appears in the yellow banner at the top of the screen Perform the physical count and record it on the count sheet ------------------ June 11, 2015

36. Panorama: Inventory – Entering Physical Count Data and Completing Physical Count Select the Inventory tab (top nav) Select Inventory Maintenance (L nav) Select Manage Count Select Physical Inventory to open the Sub Menu The Physical Inventory Count: Search/Add Physical Inventory Count page appears Click S EARCH Enter the Physical Count accordingly, for each line item, in the Physical Count field (Ignore Partial Count and Partial Unit of Measure ) Select Enter Recount Data (L nav) Enter the Count Number in the Count Number field Click Count is Complete Click E XPAND A LL (optional - see points to Remember) Click E NTER P HYSICAL C OUNT D ATA The Count Number item appears in the Search Results factory table Click S AVE C OUNT Select the Checkbox for the count number item Enter the C OUNT N UMBER for the inventory that is to be counted, in the Count Number field The Line Items expand to display the details of the products The Physical Inventory Count: Recount page appears Click S EARCH The Physical Inventory Count: Maintain Count/Line Item Details page appears The Count successfully saved message appears in the yellow banner at the top of the screen Note Count Number No The Physical Inventory Count page appears with factory table display Enter recount data into Revised Count field (s) as required The Recount successfully completed message appears in the yellow banner at the top of the screen Is the count correct ? Yes Enter Comment & Select Reason if desired June 11, 2015 Select Inventory Maintenance (L nav) Select Physical Inventory to open the Sub Menu

37. Panorama Inventory: Physical Count Physical count should be done regularly based on local guidelines Vaccines documented with the mass clinic functionality are not auto-decremented so need to be adjusted manually In View Inventory, if the lot# is not displayed, there is more than one lot#. Individual lot #s will display in the Adjust page. Box of 10 vials 10 vials1 sku 9 vials0.9 sku 8 vials0.8 sku 7 vials0.7 sku 6 vials0.6 sku Box of 5 vials 5 vials1 sku 4 vials0.8 sku 3 vials0.6 sku 2 vials0.4 sku 1 vial0.2 sku Counts are always entered in SKUs or packages. Part boxes are represented by a decimal point.

38. Physical Count QRC 4.8 Demo Practice You are a PHN or clerk from Public Health Office (Holding Point ) Create and complete a count with these amounts: Vaccine Alternate Product ID Amount Pediacel1715001 8 full boxes Recombivax HB 1715003 35 full boxes Fluviral1715006 53.5 full boxes Menjugate (5vials/box) 1715008 9 boxes and 4 vials Pneumovax 23 1715012 55 boxes Priorix-Tetra (10 vials/box) 1715040 13 boxes and 6 vials Infanrix1715058 5 boxes

39. Vaccine Alternate Product ID Amount: Boxes & Vials Amount: SKUs Pediacel1715001 8 full boxes8 Recombivax HB1715003 35 full boxes35 Fluviral1715006 53.5 full boxes53.5 Menjugate (5vials/box) 1715008 9 boxes and 4 vials9.8 Pneumovax 231715012 55 boxes55 Priorix-Tetra (10 vials/box) 1715040 13 boxes and 6 vials13.6 Infanrix1715058 5 boxes5 Physical Count

40. Adjusting Products Adjusting is used to manage the count of existing inventory:  Corrects errors  Adjusts quantities after physical count shows a discrepancy  Accounts for vaccine delivered at a mass clinic Reflects quantity changes when vaccine has been received from or sent to another holding point Adjustment Reason – important for tracking and reporting Deviation Value Comment – please include if relevant – this is important for tracking and reporting

41. Adjustment Reasons Menu itemWhen to Use Ad hoc Stock Issueduse when moving vaccine from quarantine into operational Ad hoc Stock Receivedreceived from MDA e.g. emergency stock Administered Vaccinevaccine used at a mass clinic Count Discrepancybased on physical count Disposal due to lot expiry Previous data entry error Shrinkage/breakage Spoiled by Adverse Storage Conditions not likely to be used, we should be moving to returns HPL Transfer from HPif you have received vaccine from another HP Transfer to HPif you have sent vaccine to another HP

42. Panorama: Inventory – Adjust Inventory Items Select the Inventory tab (top nav) Select Inventory Maintenance (L nav) Select Adjust Inventory (L nav) The Inventory Adjustments and Reconciliation page appears Enter the correct Holding Point in the type ahead field Click on the + Radio Button in second column Click N EW A DJUST Select Checkbox in first column for the catalogue item that is to be adjusted Enter the Adjusted QOH The Inventory Adjustments and Reconciliation: Inventory Item Search page appears Select a single Product by clicking the checkbox for that item Click S EARCH Click the * Search Catalogue hyperlink The Catalogue Item Information page appears Click A DD C ATALOGUE I TEM ( S ) All Catalogue items appear in the Search Results Returned factory table Select Quantity on hand adjustment from the Reconciliation Type drop-down list The Inventory Adjustments and Reconciliation: QOH Adjustment Details page appears Radio button will change from + to - Detail box will open below the factory table Select the Adjustment Reason from the drop-down list Enter a Comment, if required Click A DJUST The Inventory Adjustments and Reconciliation: Post-Adjustment page appears Click C ONFIRM The Transaction successful confirmed message appears in the yellow bar QRC 4.6

43. Adjust Inventory Tips “Adjusted Quantity on Hand” = actual amount of vaccine in your fridge After you enter the Adjusted QOH, the page refreshes with the Deviation Quantity when you click on any other part of the page When adding a new lot number, click on Add Product and select new lot number from drop down. If you try to select a lot number that already exists in your HP, the OP HPL will not display. Cancel button takes you back to the previous page

44. Adjust Inventory Demo Practice Working in pairs in, Adjust your product up 5 and then down 5 User 1 and 2 –Pediacel User 3 and 4 –Recombivax User 5 and 6 –Flu viral User 7 and 8 –Menjugate User 9 and 10 –Pneumo 23 User 11 and 12 –Priorix-Tetra

45. Moving Inventory This function is used to move inventory within your holding point From one HPL to another HPL Example – move vaccine from operational to quarantine for review if there has been a hold put on a vaccine lot until you are advised that it is safe to use or needs to be returned

46. Panorama: Inventory – Moving Inventory Items Within a Holding Point (HPL to HPL) Select the Inventory tab (top nav) Select Inventory Maintenance (L nav) Select Move Inventory (L nav) The Move Inventory Items within a Holding Point page appears Click the Add Holding Point hyperlink Select Checkbox for the Holding Point Click A DD H OLDING P OINTS The Holding Point Profile search page appears Click S EARCH The Holding Point appears in the Holding Point Profile Results factory table Enter the desired Holding Point The Move Inventory Items within a Holding Point page appears Select From Holding Point Location from drop down menu Click N EW M OVE The Move Inventory Items within a Holding Point page appears Select the checkbox for the vaccine to be moved Enter the desired QTY to Move Select the To Holding Point Location Select the Reason for Move from the drop down list Enter the Comment for the move, if required Click M OVE I TEMS If quantity is less than the full amount a warning will appear in the yellow banner Click Override Warnings Click Move Items Click Save Transaction successfully saved with transaction ID ## will appear in the yellow banner QRC 4.7

47. Move Inventory Practice Demo Practice Working in the same pairs – move your product (5 skus) from Operational to Cold Chain Quarantine and back  User 1 and 2 –Pediacel  User 3 and 4 –Recombivax  User 5 and 6 –Flu viral  User 7 and 8 –Menjugate  User 9 and 10 –Pneumo 23  User 11 and 12 –Priorix-Tetra

48. Panorama: Inventory – Returns Select the Inventory tab (top nav) Select Inventory Replenishment (L nav) Select Returns from External (L nav) Select Product Returns (L nav) The Return Product: Return Product From External Customer Search page appears Select “10000” in the Ship To Holding Point field ***Click A DD C ATALOGUE I TEM Select the Check Boxes for all items that are to be returned Click Add Catalogue Item(s) Select Appropriate Lot Number for each item from the drop list Select Reason for Return from the drop list for each item Select Return waste for disposal from the Return Type field Add comments in Return Comments field if desired The Return Product page displays with Ship From details auto-populated The Product Return has been submitted successfully message appears in the yellow banner at the top of the screen. Include the printed page in the Return that is sent as per the local procedure. Notify MDA. Click P RINT The Return Product: Return Product From External Customer page appears Click S EARCH Click S UBMIT R ETURN The Message from webpage Dialog box appears, Click OK Click C REATE N EW R ETURN F ROM E XTERNAL C USTOMER Enter the correct Holding Point in the Ship From Holding Point type ahead field The Catalogue Item Information: Catalogue Item Search page appears The Return Product: Return Product From External Customer Search page appears Enter a Return Quantity for each item Uncheck the Cold Chain Required field for each item Adjust the HP vaccine inventory to account for the returned vaccine as per QRC 4.6 The Return Product From External Customer report window appears Click P RINT Note the Return ID July 29, 2015 If you have additional lot#(s) to return Save As Draft and go to ***A DD C ATALOGUE I TEM QRC 4.9

49. Panorama: Inventory – Returns Points to Remember All unusable vaccine that is part of the publicly-funded immunization program and was initially ordered by MDA is to be returned to MDA In some cases, MB Health, Healthy Living and Seniors (MHHLS) can receive credit for vaccines that are returned to the manufacturer within 12 months of expiry (4 months for influenza vaccine) Reports on returns will improve order patterns and decrease wastage The most current MHHLS policy and procedure for returns can be found at: http://www.gov.mb.ca/health/publichealth/cdc/div/docs/vbrpp.pdf. However, The Panorama printed report Return Product From External Customer replaces the current MB Health Vaccine and Biologics Return form http://www.gov.mb.ca/health/publichealth/cdc/div/docs/vbrpp.pdf Best practice is to move any product that needs to be returned (e.g. expired, damaged by ASC) to the Disposal (DIS) HPL as soon as it is no longer usable so that it is not available in your Operational stock. Always use Returns from External This is a much simpler process than Returns from HP but does not auto-decrement from your HP inventory You must adjust your HP Inventory (QRC 4.6) to reflect the Return Call or email MDA to advise them of the Return # (Note: this step may be deleted in the future) Ph: 204-948-1333/855-683-3306 Email: vacmda@gov.mb.ca )vacmda@gov.mb.ca July 29, 2015 QRC 4.9

50. Return Inventory Practice QRC 4.9 Demo Practice Working alone: Create a return for  User 1 and 2 –Pediacel – 5 SKUS  User 3 and 4 –Recombivax - 5 SKUs  User 5 and 6 –Flu viral - 5 SKUs  User 7 and 8 –Menjugate - 5 SKUs  User 9 and 10 –Pneumo 23 - 5 SKUs  User 11 and 12 –Priorix-Tetra - 5 SKUs Adjust step is optional in training but is required in Production

51. Follow-up Items Adverse Storage Conditions Instructions for setting up a holding point for go-live can be found in QRC 4.0

52. Select Adjust Inventory Enter the appropriate Holding Point into the Holding Point field Select the Search Catalogue hyperlink Select Quantity on hand adjustment from the Reconciliation Type field The Inventory Adjustments and Reconciliation page appears Click S EARCH Select Inventory Maintenance (L nav) Select the desired Lot Number from the Lot Number drop down field Enter the desired quantity in the Qty to HPL text box Click C ONFIRM Click C ANCEL to return to the Inventory Adjustments and Reconciliation page Click N EW A DJUST Click A DD P RODUCT The Inventory Adjustments and Reconciliation page appears The Inventory Adjustments and Reconciliation: QOH Adjustment Details page appears Select the HPL from the Holding Point Location drop down field Panorama: Inventory – Adjust Quantity on Hand (QOH) Adding New Inventory Select the Inventory tab (top nav) The Catalogue Item Information page appears The catalogue items appear in the Search Results Returned factory table Select a single Checkbox for the catalogue item that to be added Click A DD C ATALOGUE I TEM ( S ) Select the Checkbox for the Catalogue Item The Product Added Successfully appears in the yellow banner at the top of the screen

53. Questions?