Atellica® Inventory Manager System Overview Online Training

Welcome to Atellica® Inventory Manager* System Overview Online Training. Atellica Inventory Manager: Provides real time control of reagents and consumables across multiple laboratory locations Checks in, checks out, and tracks consumption Uses cloud-based software and radio frequency identification (RFID) Provides automated ordering processes based on stock usage and customized criteria   *Atellica is a registered trademark of Siemens Healthcare Diagnostics.      Upon successful completion of this course, you will be able to: Describe the hardware components and their function Describe the inventory management process Describe the features of the web application Describe the features of the RFID Handheld application Congratulations. You have completed the Atellica Inventory Manager System Overview 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. Describe the hardware components and their function RFID printer - Prints RFID labels Antenna - Detects RFID labels that come within its range. Sends this information to the RFID code reader RFID reader - Receives RFID codes of consumed items and sends the information to the web application RFID handheld - Checks in, checks out, transfers items to new locations, and reconciles inventory Controller PC - Transmits inventory data from the RFID devices to web application. Receives inventory data to be used by the RFID handheld for inventory checks and data to be used by the printer to print labels Describe the inventory management process Order is received and items are checked in. RFID labels are generated for items not received pre-labeled. Printed labels include date received, lot number and expiration date When necessary, labels are placed on items Items are placed in storage locations Antenna(s) are placed where consumption is recognized. RFID labels of consumed items are detected by the antenna(s) and decremented from inventory Physical inventory checks may be performed, as needed, using the RFID handheld. Inventory may be reconciled using the web application A new order can be proposed based on current inventory and customized laboratory criteria Describe the features of the web application Home screen: Orders Overview - Most recent seven orders Inventory Overview - Counters provide a quick summary of the inventory status Recent Events - Recent activities Command Bar - Menu icons and Online Help Events - Information, Warnings and Critical events Inventory - Track, check in, check out and transfer inventory Reports - Create, view, print and export reports and logs Orders - New and approved orders Configuration - Customized to meet the needs of the laboratory Help - Provides online Operator's Guide Describe the features of the RFID handheld application Home screen - Select Windows icon to access Start screen Start screen - Select Atellica IN-Handheld icon to launch the application Main menu- Check in pre-labeled items, Check out items, Reconcile inventory, Transfer to new storage location Inventory management: Order is received and checked in Items added to current inventory stock in the web application Labels are printed and placed on items that are not pre-labeled Items are placed in storage locations RFID labels of consumed items are detected by the antenna(s) and decremented from inventory Physical inventory checks may be performed, as needed When inventory levels have met the reorder criteria, the associated products will go onto a new order   Inventory Management Learn about Inventory Management Slide NumberText BlocksCalloutsAudio ScriptImage File1Orders With Pre-labeling Customers can receive products with RFID labels affixed to each item Items are checked in by scanning the barcode of the ID number of the box they were shipped in Items are placed in their storage location   Note The Pre-labeling feature is not available in all countries. Contact your local sales and support representative for more information.  Customers may receive products with RFID labels already affixed to each item. These pre-labeled items can be checked in quickly by scanning the barcode of the ID label of the box they were shipped in. Items are then placed in their storage locations. 2Orders Without Pre-labeling Items are checked in using the web application Any computer with internet access may be used  Orders received without pre-labeling are unpacked and checked in using the web application. Any computer with internet access may be used. 3Orders Without Pre-labeling (continued) RFID printer generates a label for each item upon check-in Labels include lot number, expiration date and the date the item was checked in Labels are placed on the appropriate items   Note: Always match the product and lot number on the label to the item.  For those items not pre-labeled, the RFID printer generates a unique label for each item upon check in of the order. In addition to the RFID code, the label includes the lot number, expiration date and the date the item was checked in. The labels are placed on the appropriate items Be careful to match the product and lot number on the label to the item.4Items are Placed in Storage Locations Place labeled items in storage locations assigned to them.  Place all labeled, checked in items in the storage locations assigned to them in the Atellica Inventory Manager web application ordering rules.5Items are Detected and Recognized as Consumed Antenna is installed near a trash container, a location where the item is considered consumed, or at an exit point for the trash When the RFID label is detected by the antenna, item is decremented from inventory  An antenna is placed in a location at which consumption of the item is recognized. This may be near a trash container, along a pathway to being consumed, or an exit point for trash from the lab. When an RFID label is detected by the antenna, the item is marked as consumed and decremented from inventory. 6Physical Inventory Checks Performed As Needed Select a storage location on the RFID handheld. The items expected to be in that location are returned to the RFID handheld Scan the storage location to see which items are physically present Compare scan results to the expected inventory Send the scan results to the web application and reconcile any discrepancies between actual and expected inventory  Physical inventory checks may be performed as needed. Select a storage location where you want to verify inventory. The items expected to be in that location are returned to the RFID handheld from the web application. Scan the storage location with the RFID handheld and compare the scan results to the expected inventory. Send the scan results to the web application and reconcile any discrepancies between the actual and expected inventory.7New Order is Proposed Ordering criteria are configured according to laboratory's needs Automatically generated orders are based on the criteria, current stock levels and products already on order  Ordering criteria for products are configured in the web application according to the laboratory's needs. Atellica Inventory Manager can automatically generate an order of all products for which the current stock level has reached the configured minimum amount. Orders can be placed with or without an additional approval step. Products already on order, as well as products about to expire, are taken into consideration when deciding whether to order more. Atellica Inventory Manager consists of the following hardware components: RFID printer RFID antenna RFID reader RFID handheld Controller PC Hardware Components Learn about Hardware Components Slide NumberText BlocksCalloutsAudio ScriptImage File1RFID Printer Has labels containing a Radio Frequency Identification chip Programs the chip with a unique code for each item Prints date checked in, lot number and expiration date on label   Note: If available, an item may be received pre-labeled. The printed label displays the last 5 digits of the unique code.  Labels that are printed by the RFID printer contain a Radio Frequency Identification chip. At the time of check in, the RFID printer programs the chip with a unique code for each item. This label also shows the date checked in, lot number and expiration date for the item. For items that are pre-labeled (if available), the printed label displays the last 5 digits of the unique code.2Antenna Detects RFID labels within its detection range Sends this information to the RFID Reader via a coaxial cable    The antenna detects RFID labels of items that come within its detection range. The RFID code for an item detected by the antenna is sent to the RFID reader so the item can be decremented from inventory.3RFID Reader Receives RFID codes of items within range of the antenna Sends this information to the web application so item is decremented from inventory Can have up to four antennas attached to it within distance constraints    The RFID reader receives the RFID codes of items within range of the antenna and sends this information to the web application via the Controller PC. Atellica Inventory Manager software then decrements the inventory and marks those items as consumed. 4RFID Handheld Checks in, checks out and transfers inventory items between storage locations Verifies inventory by scanning items in a specified location and sending the results to the web application Results of the scan can be reconciled in the web application, if needed The RFID handheld reads RFID labels and is used to check in, check out and transfer items between storage locations. It also can assist in verifying inventory. The RFID handheld requests inventory information from the Atellica Inventory Manager website for a specified storage location. It then scans items in the location and sends the results of the scan to the web application for further reconciliation if needed. 5Controller PC Transmits inventory data from the RFID reader and RFID handheld to Atellica Inventory Manager web application Transmits data to the RFID handheld and the printer Keyboard, monitor and mouse shown (Controller PC not visible in the image) The Controller PC is provided by the customer and communicates with the RFID devices. It transmits data from the RFID reader and the RFID handheld to the Atellica Inventory Manager web application, as well as transmits data to the RFID handheld and the printer. Please note that the controller PC is not visible in this image. The keyboard, monitor and mouse are shown. Select icons to: Check in pre-labeled items Remove items from inventory Reconcile items found in a storage location with expected inventory in the system Assign items to new storage locations RFID Handheld Application Learn About the RFID Handheld Application Slide NumberText BlocksCalloutsAudio ScriptImage File1Home Screen Displays upon start-up of the RFID Handheld Wi-Fi signal strength displays as Excellent, Very Good or Good Select the Windows icon in the lower left corner to access the Start screen  When the RFID handheld powers on, the Home screen displays. To access the Start screen, select the Windows icon in the lower left corner of the screen. 2Start Screen Launch the application by selecting the Atellica IN-Handheld icon.  From the Start screen, launch the Atellica Inventory Manager RFID handheld application by selecting the icon in the center of the window. 3Main Menu Screen Check in - checks in items that are pre-labeled Check out - checks items out of inventory Reconcile - locates items in storage locations and sends results to the web application Transfer -  assigns items to new storage locations View the text that corresponds to the number in the image.CalloutsCheck inCheck outInventoryTransferThe RFID handheld main menu displays four icons. Check in is used for checking in pre-labeled items upon arrival in the laboratory. Check out removes items from inventory and allows you to assign a reason for the check out action, such as consumption or damaged. Inventory scans items in a storage location and compares the results to the inventory information in the web application. Transfer assigns checked in items to new storage locations. Select the appropriate icon to perform the desired action. Areas of the Home screen: Command Bar  Inventory Overview Orders Overview  Recent Events  Web application features: Events Inventory Reports Orders Configuration Help     Web Application Features Learn about the Web Application Features Base ImageHotspotsText BlocksImage FileRecent Events- Selecting an item in the Recent Events panel takes you to the Recent Events tab which displays Critical, Warning and Information messagesInventory tab - Displays inventory on both a product and lot number level; used to track, check in, check out and transfer inventory; displays results of inventory scansOrders tab - Displays new and approved ordersConfiguration tab - Used to customize Atellica Inventory Manager to meet the needs of the laboratoryReports tab - Generate an Excel file export of inventory or order dataHome tab - Command bar, Inventory Overview panel, Orders Overview panel and Recent Events panel Online Help Learn About Online Help Slide NumberText BlocksCalloutsAudio ScriptImage File1Online Help Select the Help icon at the top of the window to view further information.  Let’s assume you are viewing the Approved Orders screen and wish to access more details about it. To do so, access the online help by selecting the question mark or "Help" icon at the top of the window. 2Contents Tab  Contents tab opens displaying information about the software screen Select topics in the table of contents on the left to view that chapter Select white arrows to view subtopics The online Help window opens and displays the section of the Operator's Guide related to the screen from the software. Navigate by selecting topics on the left to display in the window. If white arrows are displayed to the left of a chapter title, this means there are more details to view. Selecting the white arrow will expand the table of contents to display a list of sub-topics for that chapter. 3Search Tab Search by keywords Select the item in the left column returned search to view content  In the search tab, you may search by key words. Enter the word or words for your search in the text entry field at the top. In this example, the procedure to change the battery in the RFID handheld is displayed after searching for the word "battery". When using the search feature, select any title on the left to view the corresponding content.4Navigation Buttons To browse previously viewed windows, use the navigation arrows to the right of the search button.  Another feature of the Help window is the navigation arrows located to the right of the Search button. By selecting the arrows, you are able to browse previously viewed windows. Areas of the Home Screen Learn about the Areas of the Home Screen Base ImageHotspotsText BlocksImage FileInventory Overview panel has counters that provide a quick summary of the status of inventory in your assigned labs.Command bar displays menu icons for Home, Events, Inventory, Reports, Orders, Configuration and Help.Orders Overview panel displays the seven most recent orders, both for New and Approved orders.Recent Events panel displays information about the most recent events. 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 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.   Copyright © Siemens Healthcare GmbH 2018