Atellica® Inventory Manager Inventory Management Online Training
Inventory management includes creating and checking in orders, checking and reconciling inventory, checking out items and acknowledging events.
Welcome to Atellica® Inventory Manager Inventory Management Online Training. Atellica Inventory Manager: Proposes orders Tracks inventory from check in to consumption Informs the user of inventory and order status *Atellica is a registered trademark of Siemens Healthcare Diagnostics. Upon successful completion of this course, you will be able to: List the steps to create orders Describe how to check in orders Describe how to check and reconcile inventory List the different ways to check out items Describe how to acknowledge events Congratulations. You have completed the Atellica Inventory Manager Inventory Management online training course. Listed below are the key points that have been presented. Take time to review the material before you proceed to the final quiz. List the steps to create orders Automatically scheduled orders: Generated on a configured schedule Based on product ordering rules Can be automatically sent to the vendor without additional internal review and approval Generate Scheduled Orders: Select Orders > New Orders Select Generate Scheduled orders Select a vendor and lab Select OK Address any messages that may appear Select Yes to continue Manual Order Operator enters the products being ordered one line at a time Used for products infrequently ordered Describe how to check in orders With pre-labeling From the handheld scanner Main Menu, select Check In Locate the shipping box ID barcode and using the handheld scanner, scan the barcode Select Check In Place RFID labeled items in the appropriate storage locations For any remaining items without RFID labels, check them in using the web application Select Orders Select Approved Orders Locate the order Select the ASN tab Select the products Select Check In Select the controller and printer then select Check In Select OK when the labels have finished printing Match and affix the labels to the appropriate items Place items in their storage locations Without pre-labeling and with ASN Select Orders > Approved Orders Locate the order and select the ASN tab Select Check in All or select the products and select Check In Select the controller and printer then select Check In Select OK when the labels have finished printing Match and affix the RFID labels to the appropriate items Place items in their storage locations Without pre-labeling and without ASN Select Orders> Approved Orders Locate the order and highlight the products to check in Select Check In Select the controller and printer Enter the quantity, lot number, expiration date and default location for each product Select Check In Select OK when the labels have finished printing Match and affix the RFID labels to the appropriate items Place items in their storage locations Describe how to check and reconcile inventory From the handheld scanner Main Menu, select Reconcile Select the location to take inventory Scan the location Review and send the results of the scan to the web application To reconcile missing or unexpected items, use the web application Select Inventory Select Inventory Check Locate the inventory check you just performed and select its pencil Reconcile items with a red or blue arrow. Check out, transfer In, check or clear, or print new labels as appropriate List the different ways to check out items Pass the RFID label within range of an antenna Use the web application - Inventory menu Use the handheld scanner - At the Main Menu, select Check Out, select the Check Out Reason Code and scan the item Describe how to acknowledge events Select Events In the Recent Events tab, highlight the event(s) to acknowledge Select Acknowledge Proposed orders: Automatically scheduled orders can be sent to the vendor without additional internal review and approval. They are generated on a configured schedule based on product ordering rules Generated scheduled orders are generated by the operator based on product ordering rules Manual orders: Used for infrequently ordered products Operator enters the products one line at a time Order status: Assigned to all orders upon order creation Is updated as the order is processed Order Status Icons Learn about order statuses. Tab TitleTextOrders without Exceptions Proposed: A new order was created manually or generated in the web application and has not been submitted Under Review: A new order was submitted for review and approval Submitted: The order has been approved in the web application and submitted to Siemens for acknowledgement. It will move to the Approved Orders tab when the acknowledgement has been received On Order: The order has been sent to the vendor. For Siemens orders, it indicates that all items are available Orders with Exceptions Order Changed: At least one item was changed in the order. For example, the confirmed quality is not the same as the quantity ordered On Backorder: At least one item is on backorder Submission failed: The order did not transmit successfully to the vendor Rejected: The order was rejected To investigate exceptions, contact Siemens Customer Service. Currently only Siemens orders can provide this information. Checking in Orders On Delivery: The advanced shipping notice for an order was received Delivered: The first product item was checked in Checked in: The entire order or item has been checked in Closed: The order has been closed Generate Scheduled Orders Learn about generating scheduled orders. Instructions:Flash File:HTML5 File:/content/generator/Course_90020579/SIM_AIN_GenerateOrder_800x675_Rev/index.htmlPDF File: Select storage location and scan items with handheld scanner Compare scan results to web application Reconcile in web application Check and Reconcile Inventory Learn about checking and reconciling inventory. Checklist TitleChecklist TypeChecklist ContentSelect ReconcileHTML In the handheld scanner application Main Menu, select the Reconcile icon on the lower left. Select Storage Location to ScanHTML Select the lab and storage location. Scan the ItemsHTML Squeeze the trigger to begin scanning the area. Continue to hold the trigger until the handheld scanner stops beeping. Review the Scanned InventoryHTML Items highlighted in orange - not all of the expected items for the product were found Items highlighted in yellow - these items were found but not assigned to that location. These are designated as "unexpected" Items highlighted in green - these items were expected and found Missing ItemsHTML Rescan the missing (orange background) products to see if additional RFID labels can be read. If items are still missing, they were most likely removed from the storage location. The missing items will need to be reconciled using the web application. Unexpected ItemsHTML The RFID labels of "unexpected" items (yellow background) may have been detected from an adjacent storage area. If that is the case, select the items, then select Clear Selected to delete them from the inventory scan results. If the "unexpected" items are in the scanned storage location, they can be Transferred In to this location using the web application. Send the ScanHTML When you have finished scanning, select Send to send the results of the inventory scan to the web application. Do not select Back. If you do so by mistake, you will need to re-scan all items. Reconcile InventorySimulationInstructions:Flash File:HTML5 File:/content/generator/Course_90020579/sim_ain_reconcileinventory_700x525_rev3a/index.htmlPDF File: Check out items by performing one of the following: Pass the RFID label within range of an antenna Use the web application Scan the RFID label with the handheld scanner Expired inventory items are checked out automatically Items mistakenly checked out can be rechecked in Check Out Learn about checking out items. Tab TitleTextAntennas Antenna(s) are placed at the point of consumption. Examples are: Over or under a trash receptacle Over a doorway In the ceiling In a hallway To check out an item, pass it in the detection range of an antenna. A green light on the RFID reader will flash when the label is detected. Items checked out by an antenna will have a checkout reason of "Consumption". Note: The location of antenna(s) will vary by laboratory. Web Application Select Inventory. In Current Stock tab, find the product and lot number and select the pencil to display the items Identify the item by the SGTIN on its RFID label Highlight the item Select Check Out Select a reason: Consumption Damaged Expired Transfer to 3rd Party 6. Select Save Handheld Scanner Using the stylus, at the Main menu, select Check Out Select a Check Out Reason code Physically remove the items you want to check out from the storage location Scan their RFID labels Confirm the scan results match the items removed Select Send to send the scan results to the web application Recheck In Items mistakenly checked out as "consumption" can be rechecked in. To do so: In the web application, select Inventory In Current Stock tab, find the product and lot number Select its pencil icon Identify the item by the SGTIN on its RFID label Highlight the item Select Recheck In Select Yes Severity Levels of Events: Information - Information about orders and inventory status Warning - A situation has occurred that the operator may wish to investigate to prevent a more serious one Critical - A situation has occurred that requires immediate attention Acknowledgement Information and warning events automatically move from Recent to Historical Critical events must be manually acknowledged Events Learn about events. Instructions:Flash File:HTML5 File:/content/generator/Course_90020579/SIM_AIN_Events_800x675/index.htmlPDF File: With Advanced Shipping Notice (ASN): ASN is sent to the web application when the order is shipped ASN includes number of items shipped, lot number and expiration date Without Advanced Shipping Notice (ASN): Operator enters the number of items received, lot numbers and expiration dates in the web application You will receive ASN's if there is an ordering interface between the web application and Siemens. Check in Orders without ASN Learn about checking in orders without ASN. Instructions:Flash File:HTML5 File:/content/generator/Course_90020579/SIM_AIN_CheckInWithoutASN_800x675_Rev/index.htmlPDF File: Check in Orders with ASN Learn about checking in orders with ASN. Instructions:Flash File:HTML5 File:/content/generator/Course_90020579/SIM_AIN_CheckinWithASN_Rev4_800x675/index.htmlPDF File: Items received without Pre-labeling require the operator to affix a label to each item Labels should be placed so they do not cover product information Be aware if items contain liquids or metals and place labels accordingly Leave adequate room between stacks of items in storage locations Label and Store Items Learn about labeling and storing items. Tab TitleTextLabel Placement Keep labels on the same side of the box for all items of a product Do not cover any manufacturer's product information Liquids and Metals Liquids and metals interfere with reading the RFID label Place the label in an area with the least amount of interference. For example, if there is liquid located towards the back of the box, place the label closer to the front In this example, there is metal on the top of the item found inside the box. Place the label on the side of the box and not the top Narrow Items Labels should lie flat on one surface whenever possible For narrow items, align the top of the label with the top edge of the box and fold the lower portion of the label under the box to minimize damage to the chip Stacking Items Allow a gap of at least 3 centimeters or 1 inch between stacks of items This allows space for the RFID signal to reach the labels and for the signal to return to the handheld scanner Make sure the labels are exposed so they can be read by the scanner RFID Labels Learn about RFID labels. Tab TitleTextItems Not Pre-labeled Label printing is initiated from the web application. Each contains: Product name Lot number Customer Material Number, if provided, or Catalog Number Expiration date Check in date Two-dimensional barcode A unique identifier known as a Serialized Global Trade Item Number (SGTIN) which is programmed into the RFID chip Refer to the Atellica Inventory Manager Operator's Guide for further details. Items Pre-labeled A unique identifier known as a Serialized Global Trade Item Number (SGTIN) is programmed into the RFID chip in the label RFID labels affixed to pre-labeled items only display the ending digits of the SGTIN Used to check in pre-labeled items, check out, transfer and reconcile inventory Has a battery that recharges when docked in its cradle Has a touchscreen and stylus Transmits information to the Atellica Inventory Manager web application via the Controller PC May require log in depending on system configuration Handheld Scanner Learn about the handheld scanner. Slide NumberText BlocksCalloutsAudio ScriptImage File1Buttons: Enter - press to complete manual entries Power - press to restart Dimmer - press to dim or restore display View the text that corresponds to the number on the screen.CalloutsEnter buttonPower buttonDimmer buttonThe handheld scanner has a touchscreen display and a keypad on the front. Press the button labeled "Enter" when manually entering data in the handheld application screen using the keypad. Press the red power button located on the lower right to restart the scanner. Press the dimmer button on the lower left to dim the touchscreen display when not in use. To restore the display, press the dimmer button again. 2Stylus Small pen-shaped instrument stored in the handle Tap the screen to make selections Touch the stylus to the screen and move up and down to scroll A stylus is provided for use with the handheld scanner touchscreen. This pen-shaped instrument is stored in the handle. Tap the screen with the stylus to make selections or touch the stylus to the screen and move it up and down to scroll. Return the stylus to its storage location in the handle when not in use. 3Main Menu Icons Check in pre-labeled items Check out items - select a reason such as consumption, damaged or expired Reconcile - scan physical inventory for comparison to the web application Transfer to another storage location View the text that corresponds to the number on the screen.CalloutsCheck inCheck outReconcileTransferThe main menu displays four icons used to check in pre-labeled items, check out items, perform physical inventory checks and transfer items from one storage location to another. Items may be checked out of inventory by selecting the reason and scanning the RFID label. Use the handheld scanner to perform physical inventory checks by scanning items in a specific storage location and sending the results of the scan to the web application. Reconciliation is performed using the "Inventory Check" tab in the web application. 4Scanning items: Point at RFID labels on the items and hold the trigger Handheld scanner beeps when detecting a label When beeping stops, the scan is complete To redo a scan, select Clear and re-scan When finished, select Send The handheld scanner reads RFID labels and is used for pre-labeled check in, inventory check, transferring and checking out items. Begin the scan by pointing it at the inventory items you wish to scan while holding down the trigger. You will hear a beep each time the scanner reads a label. You have finished the scan when the handheld scanner no longer beeps. If you need to repeat the scan, select "clear" and re-scan the items. When the scan is completed, select "send" to send the information to the web application. Do not select "back" unless you want to start the scan over.5Charging the Handheld Scanner Place handheld scanner in the cradle to charge Solid amber light - fully charged Slow, flashing amber light - charging Replace battery when needed The handheld scanner contains a battery that charges when it is placed in the cradle. When seating in the cradle, be sure to position the bottom so that it connects to the charger in the cradle. The amber light below the display indicates the charging status. A solid light indicates the battery is fully charged and a slow, flashing light indicates charging is in progress. The battery is replaced as needed and a spare one can be purchased. The compartment in the back of the cradle is used to charge a spare battery. Please note that the learning material is for training purposes only! For the proper use of the software or hardware, please always use the Operator Manual or Instructions for Use (hereinafter collectively “Operator Manual”) issued by Siemens Healthineers. This material is to be used as training material only and shall by no means substitute for the Operator Manual. Any material used in this training will not be updated on a regular basis and does not necessarily reflect the latest version of the software and hardware available at the time of the training. The Operator's Manual shall be used as your main reference, in particular for relevant safety information like warnings and cautions. Note: Some functions shown in this material are optional and might not be part of your system. Certain products, product related claims or functionalities (hereinafter collectively “Functionality”) may not (yet) be commercially available in your country. Due to regulatory requirements, the future availability of said Functionalities in any specific country is not guaranteed. Please contact your local Siemens Healthineers sales representative for the most current information. The reproduction, transmission or distribution of this training or its contents is not permitted without express written authority. Offenders will be liable for damages. All names and data of patients, parameters and configuration dependent designations are fictional and examples only. All rights, including rights created by patent grant or registration of a utility model or design, are reserved. Atellica is a registered trademark of Siemens Healthcare Diagnostics. Copyright © Siemens Healthcare GmbH 2019 Please proceed to the Assessment. Customer can receive products with RFID labels affixed to individual items* Operator scans the shipping box ID barcode label to check in pre-labeled items A shipping box can also be checked in using the web application *The pre-labeling feature is not available in all countries. Contact your local sales and support representative for more information. Pre-labeled products Learn about checking in pre-labeled products. Slide NumberText BlocksCalloutsAudio ScriptImage File1Start Screen In the handheld scanner Start screen, select the Atellica IN-Handheld icon. In the handheld scanner application, navigate to the Start screen. Select the Atellica IN-Handheld icon. 2Check In Icon Select the Check In icon on the upper-left.In the main menu, select the "check in" icon on the upper-left of the screen.3Scan Shipping Box ID Barcode Scan the shipping box ID barcode on the outside of the box.Locate the shipping box ID barcode on the outside of the box and, squeezing the trigger, scan the barcode with the handheld scanner. 4Manual Entry Enter the Shipping Box ID and last four digits of the delivery number Press Enter key on the keypad Product names and quantities are displayed Select Check In You can find the Shipping Box ID and Delivery Number on the packing slip or on the ASN tab of the order. . View the text that corresponds to the number on the screen.CalloutsEnter keyAn alternate procedure is to enter the shipping Box ID and the last 4 digits of the delivery number into the handheld application manually. After doing so, press the "enter" button on the key pad to obtain a list of products and quantities. Select the "Check In" button to complete the process. 5Pre-labeled Check In Window Shipping information, product names and quantities are displayed Select Check In The pre-labeled check in window displays the shipping box ID, the last 4 digits of the delivery number, the product names and amounts. Select the "Check in" button to complete the check in process.6Web Application Select Inventory In the Current Stock tab, select Check in Select Pre-Labeled for the Check in method Select Next Continued on next slide.View the text that corresponds to the number in the image.CalloutsSelect InventorySelect Check inSelect Pre-labeledSelect NextIf the handheld scanner is not available, pre-labeled orders may be checked in using the web application. To start, select "Inventory". In the Current Stock tab, select "Check in", then "Pre-labeled" for check in method. Select "Next". 7Web Application (continued) Select the default Laboratory and Location Enter the Shipping Box ID and last 4 digits of the delivery number Select Check In View the text that corresponds to the number in the image.CalloutsSelect Laboratory and LocationEnter Shipping Box ID and delivery number Select Check InSelect the default laboratory and storage location. Enter the shipping box ID and the last 4 digits of the delivery number. Select "Check in" to complete the process. Place the products in the appropriate storage locations. Items are assigned to a default laboratory and storage location if an associated order cannot be found or if the ordering rule does not have a default location. 8Storing Pre-labeled Items Place the pre-labeled items in the appropriate storage locations Allow a small gap between stacks of items Ensure that the RFID labels are exposed Place the pre-labeled items in the appropriate storage locations. It is important to allow a small gap between the stacks of items so that the RFID labels can be read by the handheld scanner while performing the inventory check. Ensure that the RFID labels on the items are exposed to the beam from the handheld scanner.9Check in any Items not RFID-labeled In the web application Approved Orders tab, select the order Select the ASN tab Select the items to be checked in Select Check In RFID labels print Continued on next slide.View the text that corresponds to the number in the image.CalloutsSelect the orderSelect the ASN tabSelect the itemsSelect Check InIf there are any non-RFID labeled items in the shipping box, you will need to check them in manually. This generates RFID labels. Using the web application, select "Orders", then "Approved Orders". Locate the order, select the ASN tab and select the items to be checked in. Select "Check in". The RFID labels for those items print. 10Label and Store Items (continued) Match and affix RFID labels to the appropriate items and place in storage locations Stack items according to guidelines Once printing is completed, the items are checked in. Affix the RFID labels to the appropriate items and place them in their storage location. Follow the guidelines for stacking items so the RFID labels can be read by the scanner. Should be performed once Check In is completed Keeps number of orders displayed on the Approved Orders screen at a minimum Closed orders may be re-opened Close and Re-Open Orders Learn about closing and re-opening orders. Slide NumberText BlocksCalloutsAudio ScriptImage File1Close an Order Select Orders > Approved Orders Locate the order and select its pencil icon Continued on next slide. View the text that corresponds to the number in the image.CalloutsApproved OrdersPencilTo close an order, select "Orders" in the web application. In the Approved orders tab, locate the order to close and select its pencil icon. 2Close an Order (continued) Select Close Order Select Back to List Once closed, the order no longer displays in the Approved orders list.View the text that corresponds to the number in the image.CalloutsClose orderBack to ListSelect the "Close order" button then the "Back to List" button. The order is now closed and will no longer appear in the Approved orders list. 3View Closed Order Select Approved Orders Select Filters In the Closed Orders drop‐down list, select Yes Select Apply All closed orders display along with the open ordersView the text that corresponds to the number in the image.CalloutsSelect Approved OrdersSelect FiltersSelect YesSelect ApplyThe Approved orders list does not display orders with the status of "closed". You may view closed orders by selecting the appropriate filter criteria. To do so, in Approved Orders, select Filters. In the "Closed Orders" drop‐down list, select Yes to display closed orders. Select Apply. Orders with the status "Closed" will now display in the Approved orders list along with the open orders. 4Re-open a Closed Order Locate the closed order and select its pencil icon Continued on next slide.View the text that corresponds to the number in the image.CalloutsPencilOn occasion you may need to re-open a closed order. To do so, locate the closed order in the Approved orders list and select its pencil icon. 5Re-open a Closed Order (continued) Select Re-open Order View the text that corresponds to the number in the image.CalloutsRe-open OrderSelect the Re-open Order button to re-open the order.