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Info

This functionality is new as of version 4.0.

Excerpt
nameAdd Comments & Alerts (Transfer Request)

Alerts provide the ability to identify certain Clients, Episodes, Inventory Transfer Requests, Patients, Products, Purchase Orders, and Vendors that require special attention.

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Tip

In order to have access to Add Transfer Request Comments & Alerts:

One of the following must apply:

  • The User is assigned to the Destination Inventory Area (Hospital Unit), and has the 'Inventory Transfer

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Note

In order for an Alert Type to appear in the 'Alert Type' drop-down list on the 'Add Inventory Transfer Comment / Alert' dialog, it must include the 'Inventory Transfer' Alert Category.

Refer to Configure Alert Types.

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To Add Comments and/or Alerts to an Inventory Transfer Request:

  1. Navigate to the 'Inventory Transfer Request' screen → 'Transfer Log' tab.

    1. The ‘Transaction Log’ tab won’t appear until the Inventory Transfer Request has been ‘Submitted’.

      'Inventory Transfer Request' screen - 'Transfer Log' tab - 'Add' button

  2. Click the ‘Add’ button.

  3. Type the Comment/Alert text in the 'Comment' field.

  4. Select the 'Alert' checkbox to create an Alert.

    1. Select an Alert Type from the 'Alert Type' dropdown list.

    2. Refer to Configure Alert Types.

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