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Overview


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Excerpt
  • Provides the ability to specify basic information about the Hospital Unit; such as, Name, DescriptionAddress, Default Tax Region, and Parent Unit.

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Navigation


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  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

  2. Click the 'Hospital Setup' hyperlink.

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    Info

    The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.





  3. The 'Hospital Setup' screen will open.

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    1. Select the 'Hospital' from the drop-down list.
    2. Select the 'Unit Setup' tab.
    3. Select the 'Unit', to be configured as an Inventory Area, from the list of Hospital Units.
    4. Select the 'Unit Details' subtab.
    5. Update the 'Inventory Area' and 'Auto Receive Inventory' options.





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UG:Setup & Admin Guides
UG:Setup & Admin Guides
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Info
This page may contain functionality not found in the current version of VetView.


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Table of Contents



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titleUnit Details subtab
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Screen


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This is the Unit Details subtab.



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Mockups


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titleMockups
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Following is a list of mockups for this screen:

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Airtable for confluence
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viewControlstrue
useCardLayouttrue
width100%
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titleFields and Controls
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Specs

Airtable for confluence
resourceIdhttps://airtable.com/shrJgQJptT6pRZrjy
viewControlstrue
width100%
height500px

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titleFields and Controls
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Fields and Controls


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titleFields and Controls
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The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Airtable for confluence
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viewControlstrue
width100%
height500px


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titlePrivileges
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Privileges

Airtable for confluence
resourceIdhttps://airtable.com/shrKWze9DBORpgPTJ
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width100%
height500px


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titleDefinitions
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Definitions

Airtable for confluence
resourceIdhttps://airtable.com/shrW91Ume7onYtDko
viewControlstrue
width100%
height500px

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titleFunctionality
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How To...


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Setup a Hospital Unit as an Inventory Area

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  1. Navigate to the 'Hospital Setup' screen.

  2. Select the 'Hospital' from the drop-down list.
  3. Select the 'Unit Setup' tab.

  4. Select the 'Unit', to be configured as an Inventory Area, from the list of Hospital Units.
  5. Select the 'Unit Details' subtab.

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    1. Update the 'Inventory Area' and 'Auto Receive Inventory' options.
    2. Click the 'Save' button.



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    When the 'Inventory Area' option is checked, the Hospital Unit will appear on the 'Inventory Area' drop-down lists on inventory-related screens.

    When the 'Auto Receive Inventory' option is checked, the 'Inventory Transfer Receiving' screen will be bypassed when inventory is transferred to the Inventory Area.  When the status of the Inventory Transfer Request Item is updated to 'Transferred', it will be received automatically into the Inventory Area at the 'Default Inventory Location'.




  6. Select the 'Inventory Locations' subtab

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    1. Select an existing location.
    2. Click the 'Edit' button; or,
    3. Click the 'Add' button to add a new location.
    4. Select the 'Default' option for one of the locations.
    5. Click the 'Save' button save your changes.


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    In order for the location to appear in drop-down lists, the 'Active' option must be checked.

    When the 'Default' option is checked, the selected location will be used as the default location when inventory is auto-received.  All Inventory Areas that wish to Auto-Receive Inventory must have a 'Default Inventory Location'.

    When the 'Hide from Transfer' option is checked, the inventory held in the Inventory Location will not be available on the 'Inventory Transfer' screen.






Note
titleSetup Requirements

The Inventory Transfer Receiving functionality is not currently available; therefor, each Hospital Unit that is designated as an Inventory Area, must also be set to 'Auto Receive Inventory'.

Each Inventory Area must also be assigned a 'Default Inventory Location'.




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Planned Improvements


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Jira Legacy
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serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


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Bugs


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Jira Legacy
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serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


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Open Issues


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titleClick to expand ...


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Jira Legacy
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columnskey,summary,type,priority,status,fixversions,components
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jqlQueryproject = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Hospital Setup - Unit Details subtab" AND labels in (Inventory_Locations, Inventory_Setup, Inventory_Transfer,Product_Setup) ORDER BY key DESC ASC
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