Case Usage

The mobile Work Order Usage page is available to WorkPlace users to use mobile handheld scanners for entry of Inventory Adjustment sessions through the Inventory Management Handheld Interface solution when the WorkPlace Work Order module is licensed.  Users must be provided access to the "Handheld" module and "Handheld Work Order Stock Use" options in WorkPlace Security.  The Work Order Usage page may be labelled differently depending on your environment and will create negative inventory adjustments as items are consumed from stock.

Command Buttons

Back

Returns the user to the mobile dashboard page.

Process

Processes the Inventory Adjustment session for the Work Order Usage in WorkPlace.  If any errors are encountered, they will be displayed on the screen prompting the user to correct them before the session can be processed.  Unprocessed sessions will appear on the mobile dashboard under the Outstanding Transactions section with the label "Work Order Usage: [Session Number]" with the associated Work Order and Patient ID.

Session Number

Once the user has successfully added lines to the transaction, a session will be saved directly to WorkPlace.  The associated session number will be displayed to the right of the Process button for reference.

Entry Fields

Reason

Select a valid Inventory Adjustment Reason Code for the line to describe the purpose of the inventory adjustment.  This field will be required if the System Setting "Require Reason Code" is checked.

Visit ID (Work Order)

Scan or key in a valid Work Order ID for the inventory usage.  This is a required field which may be labelled (i.e. Visit ID) differently depending on your environment.

Patient ID

If the selected Work Order ID is associated with only one Patient ID, this field will populate automatically.  If the selected Work Order ID is associated with multiple Patient ID's, the user will be prompted to select the correct Patient ID.

Company

This field is available when Intercompany is registered to display the company based on the selected Work Order ID.  The Company will determine the Items that are valid and available for selection.

Location

Scan or key in a valid location for the inventory usage. This is a required field and will default with the last entered location from the previous adjustment line.

Item

Type in or scan a valid inventory item for the usage.  Only quantity-tracked items are valid for entry or scan selection.  Items can be entered or scanned by WorkPlace Item, Vendor Item or Manufacturer Item codes.  When a Vendor or Manufacturer Item number "alias" is used for selection, the WorkPlace Item number will be returned and stored in this field.

Serial/Lot

This field becomes available and required for Serial or Lot tracked items to scan or key a serial or lot number for usage.

Quantity

Enter the quantity of the item used against the Work Order.  The quantity entered will be adjusted out of inventory and represented by a negative number within WorkPlace.  The quantity for this decrease adjustment must be less than or equal to the quantity on hand for the selected Item.  When a serial tracked item is selected, only a value of 1 is permitted in this field.

Add Button

Validates the information entered and adds the usage as a decrease adjustment line to the Inventory Adjustment session.  Upon successfully adding a line to the session, it is automatically updated and saved within WorkPlace and the page updates to allow the user to select another item for usage.

Line Fields

Delete Button

Deletes the line from the session.  If all lines are deleted from the session, the session is deleted and the user is returned to the mobile dashboard.

Location

Displays the inventory location for the session line.

Item

Displays the inventory item for the session line.

Serial/Lot

Displays the Serial or Lot number for serial lot tracked items.

Quantity

Displays the quantity for the session line.