Users Manual

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: Note: For Error! Reference source not found., refer to Error!

Reference source not found.

d. 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)