Viewing and Working with Lots

Note: This feature requires the Chemical Inventory module licensed at your site.

The Chemical Inventory module enables you to track your site's material inventory in two ways:

● Loosely-managed inventory, wherein you record and track general quantities of each product. These quantities and their inventory activities are recorded as transactions, which are entered directly for the SDS-defined product or part being tracked. For details, see SDS Transactions and Part Transactions.

● Lot inventory, wherein you record and track "lots"—individual containers or units of product. You can enter transactions for the lot to record its inventory activities until it is eventually depleted or disposed of. Like an SDS or a part, each lot has a unique identity in your system. You can search for any specific lot to see where it currently resides, check which product it contains and how much, and view various additional data. Users with administrative permissions can also edit this data; in order to keep lot searches, reports, and other operations yielding accurate results, these users must keep each lot's data up to date.

See below for more information on lots.

Searching for Lots

When searching your system for a specific lot, see Searching for Lots for details on the searching tools available to you.

When you find the lot you seek and open it, this opens the Lot Home page. See below for details on this page and the features it offers.

The Lot Home page

The Lot Home page is the first page you see when you open a lot. This page shows a general overview of the lot and serves as a hub where you can access every aspect of the lot's associated data. This page includes the following sections:

● Identification: The blue top bar shows the lot’s basic identifying data: its lot number, product name, manufacturer, and expiration date. If the lot is inactive, this bar also shows an inactive () icon.

● Components: This beige left-hand section shows the lot’s component—that is, the chemical product it contains. If the lot contains a product defined by an SDS or part, a link to that SDS or part will appear here. If the lot’s component is Lot-Specific—that is, a product not defined by any SDS or part in your system—this section provides a link to the lot's physical properties; for details, see Lot Physical Properties. (For details on the different methods of defining a lot’s component, see Lot Components.)

● Owner: The lot's recorded current owner (shown only if an owner is selected on the lot's Details page; see Lot Details).

● Location: The lot's recorded current location in your site.

● Balance on Hand: The lot's recorded current balance.

● Additional Details: This section shows the following:

● The product’s hazard ratings (shown in NFPA, HMIS, and/or HMIS III pictograms (depending on administrative settings; see Hiding/Showing Hazard Ratings) and hazard classifications, which can include additional pictograms, codes, and other indicators of specific hazards or safety practices. These are selected on the lot’s Hazards page. Here you can:

● Mouse-over a hazard classification for more details.

● Click the More… link to read full details on every hazard rating and classification appearing on the page.

Note: If any assigned hazard classification is missing a required user entry, it shows a warning () icon. When you click More..., the classification with the missing entry is displayed in red. For details on correcting a missing hazard classification entry, see Editing Lot Hazard Classifications.

● The lot’s various types of indexed data, each of which is discussed in the topics listed below. The lot has data recorded for each data type showing an information () icon. To open and view any of these lot data types, click its expand () icon.

● Lot Toolbar: This toolbar shows icons that let you perform operations with the lot as a whole, such as printing a label for it, adding it to a collection, and entering transactions. These functions are also listed below.

● Ingredients and List Matching: Below the toolbar are shown the lot’s chemical ingredients and their contribution amounts to the lot’s chemical makeup, which are derived from the lot’s component data. If any of these ingredients appear on chemical lists defined in your system (see Administration: Chemical Lists), all relevant listings appear beneath the ingredients; for details on a listing, click its [notes] link.

Lot Features and Functions

See the following topics for details on finding, creating, viewing, and working with an individual lot:

● Searching for Lots: Search your database of lots and open the desired one.

● Creating Lots: Create one or more new lots in your system using a variety of methods.

● Lot Components and Physical Properties: View and edit a lot's physical and chemical components and properties.

● Lot Details: View and edit a lot's basic identification and settings.

● Lot Hazards: View and edit the hazard ratings and classifications assigned to a lot from a variety of regulatory standards.

● Lot User-Defined Data: View and edit any additional lot data not covered in the standard Comply Plus data areas.

● Lot Inventory Records and Activities: View and enter inventory activities involving a lot and manage related data.

● Printing Lot Labels: Print bar-code labels for a lot.

● Adding a Lot to a Collection: Add a lot to a collection of other lots for easy reference and group data operations. (For details, see Collections.)