
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
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Navigate to Applets -> Materials Receipt App -> Receive
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Use Create tab (shown by default)
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Enter material name
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Select Item Type: LY11223344 10mg tablet
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Select a Vendor
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Select Workflow: Incoming Materials workflow
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Click Enter Lot Numbers -> enter a lot number -> Submit
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Complete the Incoming Material Workflow fields and save
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Navigate to L7 Inventory
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Expand Group (Item Type) of item received
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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
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Click Done in upper right
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Navigate to L7 LIMS and opening the LIMS Worksheet queued at the top
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Open the Material Release LIMS Worksheet queued at the top
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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
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Copy barcodes for each item lot you create for next steps
2) Storage
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Navigate to the Materials Management App
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Select the Transfer tab
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Select the Parent Entity linked in previous step (API-001 EX)
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Select Storage Transfer & Update workflow
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Click Scan Samples -> enter one of the item lot barcodes that you copied in previous step
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Add the item and Submit
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Within the workflow make desired changes to storage, expiry, status
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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
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Navigate to Kits tab in L7 Assets App
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Click + Kits in the upper right
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Enter a subject ID number for Name
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Select Subject for Type
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Select Verified for Status
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Click Save or select “Save and add another” to create multiple
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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
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Use + Add to select a quantity of a selected item lot to dispense to the subject
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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.
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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
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Navigate to L7 Inventory App
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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
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Within the pop-up, choose Transfer, To, enter the quantity and select the original item lot -> Submit
5) Disposal
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Navigate to the Materials Management app and select the Modification tab
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Select Parent Entity linked in previous step (API-001 EX)
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Select Material Disposal workflow
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Click Scan Samples
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Enter the barcode of a “Disposal Record” entity type. The following was used for the demo: 019a9802-85c0-712d-bef6-a4a8ccdb242d.
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Add the item and Submit
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Select the material use fields corresponding with the intended item for destruction and specify quantity.
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Add a disposal record (optional for demo) and complete the worksheet
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