Receiving New or RMA Replacement Devices into Inventory

Scenario: The system device manager receives devices that will be placed into inventory until they are needed by a department.

To receive new or RMA replacement devices into inventory:

  1. Complete steps 1 to 3 in Beginning to Manage Devices.
  2. Click Add New Device. The Add/Edit Device dialog box opens.
  3. Update fields in the Add/Edit Device dialog box:
    1. Click the Select button to the right of the Owner field to select the group that maintains the inventory. At some facilities the Admin group may serve as the overall inventory owner. Generally, the owner of the device is a department group.
    2. In the Tracking Date field, you may want to enter the date the warranty for the device will expire. See About Warranty and Tracking Dates.
    3. Click the Select button to the right of the Site field to select the site where the device will be located. The site where the device is owned can differ from the site of the owning group.
      For instance, there could be a global group called Respiratory Therapists, however the device being assigned will be physically accounted for at a specific physical site, such as General Hospital. If your facility does not use sites, keep the default value of Global.
    4. In the Status field, select "Inventory" from the drop-down list.
    5. In the Notes field, enter the date, purchase order or invoice number, and your initials.
    6. Click Save, or continue scanning devices.