Pick New Stock

As part of a request the quantity and type of the stock required for the assessed risks of a Service User can be selected and the picked for allocation.

Search for the Service User: See Section: Search Service Agreement or Search Request
Select a service agreement to open the service agreement summary page

Select the Requests tab to display the requests.

Select the [Pencil] to edit the request
Select [Pick Stock] which will display the pick stock page
The Items of stock available for selection within that agreement will be available for selection.
Search the this list by entering item of stock search criteria i.e. stock name

Note: The stock items allocated to the agreement will be visible in the Stock Item container at the top of the page for reference

Note: Stock Levels quantities available (In stock) and Requested are displayed in the Stock Item Grid.

Click the [+] to add items of stock to the Stock Item Container
Select [Finish] to return to the requests details page

Select the Delete Icon [Trash Can] in the stock Item container if you want to remove any items of stock picked in error prior to selecting finish

Note: Speech modules are not managed within Service Manager, so if you are managing a hard wired device then it will not be displayed within the request or need to be picked.

Note: [Pick Stock] will not be available for selection during a decommission request as a stock should be removed, not picked and allocated.

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

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