Method 2
[Note: Use this method if your preference is to choose the product number(s) from a list of products in inventory at the site.]
Step 1: From the Study landing page, click on Products in the Product Tracking module. The Products landing page displays products in inventory at sites. In the Create Return/Transfer side bar, the Shipment Type default value displays “Return’; change the value to “Transfer” as shown in Figure 1 below.
Figure 1: Product Landing Page
Step 2: The products displayed in Results (with no filters applied) reflects all items in inventory at all sites. To narrow the focus of product results, run one or more filters by typing your selection in the space provided or choosing from the available drop down lists as shown in Figure 2 below.
Once you’ve chosen your filters, click on the “Search” button to view the results. The product results will be limited to products reflected by the selected filters. [Note: Any entry in the Lot, Subject or Serial filter fields will produce results that contain the numbers/letters entered. For instance, if you enter a “3” in Lot, the results could contain all records that contain a “3” (e.g. “1300”, “H-342”, “33” etc.) Using multiple filters will more narrowly focus your results.]
Figure 2: Products Landing Page - Filters
Step 3: Select the product(s) being transferred by clicking on the checkbox next to the product(s) as shown in Figure 3 below. Clicking on the very top check box (displayed in the solid menu bar) selects all items currently visible in the results on that page. If the products extend beyond the visible results to additional pages, click on the “Add Selected” button before moving to another page. To clear any product selections and to begin afresh, click on the “Clear” button. See Figure 4 below.
Figure 3: Selecting Products to Transfer
Figure 4: "Add Selected" or "Clear" Buttons
Step 4: When you have completed your product selection(s), click the “Create Return/Transfer” button shown near the red arrow in Figure 4 above.
Step 5: You will navigate to the Create Shipment page where you should complete at minimum, the required (*starred) fields. The devices have already been selected, so the final step is to click on “Create Shipment” to complete the transfer. See Figure 5 below.
Figure 5: Create Shipment (Transfer)
