©2020 GSL Solutions, Inc. IntelliVault Training Guide v.509.5 20201116
25
Physical Inventory
1.
Print PMS Inventory Report
2.
Print IntelliSys Inventory
Summary report
3.
Inventory
> Inventory
4.
Select Inventory Type
(e.g. Full, Custom, Last
Touched)
Note
: Last Touched is stock
inventory that was
received, filled, changed, or
RTS’d (from will call
cabinet). Use the Date
Picker to select contiguous
dates. Days are always midnight to 11:59:59, so inventory from the current day will be from
midnight to the current time of day.
5.
Select
Filter
(e.g. NDC) Press
Add
, press
Search
6.
Select item(s) or select
All
, press
Pull
7.
If prompted, choose if second person will participate. If so, capture their demographics by
scanning their ID Badge or manually entering
Note
: To join an inventory operation in progress, press
In
Progress
and choose the current
inventory operation
8.
Press
Pull
again
9.
Retrieve SmartBasket(s) and place on IntelliPad
Note:
If the SmartBasket has
“Unknown Contents”:
a.
Place SmartBasket on IntelliPad
b.
Navigate to
Inventory
>
Take Ownership
c.
Press
Reset Basket
(must have user permission)
Follow steps for appropriate action:
Error! Reference source not found.
Stock Receive or Prescription Fill (Tech Fill, Pharmacist Verify)
10.
Enter
Remaining Stock Quantity
and press
OK
or
Enter
Note:
User has 3 attempts to enter correct blind-count. If incorrect after 3 attempts a user with
appropriate permissions will need to perform an
Error! Reference source not found.
before
proceeding
Note:
Must be simultaneous with quantity adjustments in PMS, if applicable
11.
Repeat steps for all remaining baskets
Note:
Use the basket list to confirm that verified baskets are highlighted green
12.
Same user authenticates at IntelliVault and shelves basket(s)
13.
Repeat until inventory assignment is completed for all groups of baskets
Note:
At any time press
Done for Now
to pause inventory. Resume
Inventory > Inventory > In
Progress
Note
: a. IntelliVault Inventory Report is generated (
Reporting > Reports
)
b. Compare IntelliVault Inventory Report with PMS Inventory Report (make adjustments
as needed)
