Test Drive: L7 Inventory Management

Tip:  Add your initials as a prefix to each resource you create

Because there may be several users logged into the same L7|ESP instance, we recommend you add your initials as a prefix to each resource you create. That way you can quickly tell which resources you created.
1) Receipt and release
  • Navigate to Applets -> Materials Receipt App -> Receive
  • Use Create tab (shown by default)
  • Enter material name 
  • Select Item Type: LY11223344 10mg tablet 
  • Select a Vendor
  • Select Workflow: Incoming Materials workflow
  • Click Enter Lot Numbers -> enter a lot number -> Submit
  • Complete the Incoming Material Workflow fields and save 
  • ---------------------------------------------------
  • Navigate to L7 Inventory 
  • Expand Group (Item Type) of item received
  • Select item received
    Note: You can view the item's default status and navigate to the Data tab to view its properties
  • Select Parents and Children tab -> Table view -> Add Parent -> Select API-001 EX
  • Click Done in upper right
  • ---------------------------------------------------
  • Navigate to L7 LIMS and opening the LIMS Worksheet queued at the top 
  • Open the Material Release LIMS Worksheet queued at the top 
  • Complete steps and save
    Note: You can go back to L7 Inventory and see the status update to the item
  • Repeat these steps to receive and release additional materials
  • Copy barcodes for each item lot you create for next steps
2) Storage
  • Navigate to the Materials Management App 
  • Select the Transfer tab 
  • Select the Parent Entity linked in previous step (API-001 EX) 
  • Select Storage Transfer & Update workflow 
  • Click Scan Samples -> enter one of the item lot barcodes that you copied in previous step 
  • Add the item and Submit 
  • Within the workflow make desired changes to storage, expiry, status 
  • Save and Complete worksheet
    Note: Changes can now be verified by going to L7 Inventory and reviewing the Item's details and Data tab. Updated storage location can be viewed in L7 Assets -> Containers
3) Dispensing
  • Navigate to Kits tab in L7 Assets App
  • Click + Kits in the upper right 
  • Enter a subject ID number for Name
  • Select Subject for Type
  • Select Verified for Status 
  • Click Save or select “Save and add another” to create multiple
  • Select one of the Subjects you have just created to view its details and contents. Use the item filter tool to locate items you wish to dispense to the subject
  • Use + Add to select a quantity of a selected item lot to dispense to the subject
  • View the Kit Summary panel to the right to see what has been dispensed. You can also use the Print summary button at the top to generate a pdf dispensing record for the subject. The pdf will be added to the L7 Data app.
  • Logs of transactions between inventory and subjects can be observed in L7 Inventory App by selecting the item lot and viewing the “Inventory Usage” tab
4) Returns
  • Navigate to L7 Inventory App
  • Select the item lot that is dispensed
    Note: This ID will appear with the subject ID appended to the item name and lot.
  • At the top, select the + Usage Entry button
  • Within the pop-up, choose Transfer, To, enter the quantity and select the original item lot -> Submit
5) Disposal
  • Navigate to the Materials Management app and select the Modification tab
  • Select Parent Entity linked in previous step (API-001 EX)
  • Select Material Disposal workflow
  • Click Scan Samples 
  • Enter the barcode of a “Disposal Record” entity type. The following was used for the demo: 019a9802-85c0-712d-bef6-a4a8ccdb242d.
  • Add the item and Submit
  • Select the material use fields corresponding with the intended item for destruction and specify quantity.
  • Add a disposal record (optional for demo) and complete the worksheet