Lock Tracking

Modified on Wed, Nov 8, 2023 at 5:37 PM

KitCheck has integrated the ability to record lock numbers using free text fields, termed Lock Tracking. There are several ways to log this information and view it when necessary.

When dispatching a tray, you can add lock information directly from the Scan Summary screen. Click Dispatch Kit to open the Dispatch kit screen. Use the two free-text fields in which to enter dispatch and return lock information. With the free-text field you are able to enter as much, or as little, information as you deem necessary. For example, the fields can read, “12345” or “Green Lock: 12345”. 

When lock information is added electronically, it will also display on the charge sheet. The input information will appear towards the top of the charge sheet, above the Item Summary portion of the page. 

In addition to setting lock information immediately after scanning a tray, navigate to the Inventory drop-down and select Kits. From here users can either choose the Last Scan option opening up the Scan Summary screen of a particular tray or the Set Locks/View option.

If you navigate into the Last Scan page, you should proceed by clicking the drop-down arrow to the right of the Dispatch Kit and selecting Assign Locks

Similar to the aforementioned pop-up, one displays with two free-text fields. If users are entering values for the first time, the fields will be blank. 

If you are editing existing information, the following data will be presented, with the ability to edit as one sees fit. 

If you decide to stay on the Kits screen and navigate to the Locks column, select Set Locks, if no lock values have yet been input.

Upon clicking Set Locks, the following Edit Lock screen will show up. 

If locks are already recorded, select View. At this point, you will have full capacity to edit or delete anything that exists in the free-text field.

It is important to note that, similar to the cart and location tracking functionality of KitCheck, lock information is cleared upon a tray's next scan. Using this logic, the data for lock information stays as current as possible.

KitCheck’s reports will now also reflect the free-text lock number recording. In the Kit Activity report, you will be able to see a comprehensive and historical view of all kit activities, including dispatch, cart and location associations, as well as lock numbers, with the ability to filter by kit master, activity type, and date range.

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