other_stuff:registration

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other_stuff:registration [2019/10/16 19:54] – [Getting started with the Registration Module] Emily Porrelloother_stuff:registration [2022/02/11 15:48] (current) – Gary Willetts
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-{{indexmenu_n>130}} +{{indexmenu_n>120}} 
-====== 22.14. Product registration ======+====== 26.12. Product (drug) registration ======
 ===== Introduction ===== ===== Introduction =====
 The process by which a governing authority controls which products can be supplied in a country is called registration. The process involves keeping a register of the products that are allowed to be supplied by particular suppliers. Each supplier must: The process by which a governing authority controls which products can be supplied in a country is called registration. The process involves keeping a register of the products that are allowed to be supplied by particular suppliers. Each supplier must:
  
   * Obtain a supplier registration number and   * Obtain a supplier registration number and
-  * Obtain a registration for each product they wish to supply. This registration will be per brand and dose form, and will usually be time-bound and need renewal.+  * Obtain a registration for each product they wish to supply. This registration will usually be per brand and dose form, will be time-bound and therefore will need renewal.
  
-A critical part of the process is supplying documents to verify product quality. The functionality in mSupply is all about recording and tracking the status of suppliers' registrations and storing the documentation for easy retrieval.+A critical part of the process is supplying documents to verify product quality. The Product (drug) registration functionality in mSupply is all about recording and tracking the status of suppliers' registrations and storing the documentation for easy retrieval.
  
 ===== Getting started with the Registration module ===== ===== Getting started with the Registration module =====
-==== Activate the Registration Module ====+==== Activate the Registration module ====
 Before using the Registration module you will need to activate it in the Drug registration tab of the [[preferences:general#drug_registration_tab|General Preferences]]. Before using the Registration module you will need to activate it in the Drug registration tab of the [[preferences:general#drug_registration_tab|General Preferences]].
  
  
-=== Making the Registration Module visible ===+=== Making the Registration module visible ===
 mSupply treats the Registration module like a store (see [[other_stuff:virtual_stores|Virtual stores]]).  A user won't be able to log in to a virtual store on the login window unless they have permission to do so (see  [[admin:managing_users|Managing users]]. You will need to allow the users who are going to do the registration work to see the Registration Module 'store'. mSupply treats the Registration module like a store (see [[other_stuff:virtual_stores|Virtual stores]]).  A user won't be able to log in to a virtual store on the login window unless they have permission to do so (see  [[admin:managing_users|Managing users]]. You will need to allow the users who are going to do the registration work to see the Registration Module 'store'.
  
-==== Making things visible in the Registration Module 'store' ====+==== Making things visible in the Registration module 'store' ====
 When a new store is created, no existing items or names (suppliers, manufacturers, customers, etc.) are visible in it.  This clearly needs to be fixed if you are going to register existing items, suppliers, or manufacturers!   When a new store is created, no existing items or names (suppliers, manufacturers, customers, etc.) are visible in it.  This clearly needs to be fixed if you are going to register existing items, suppliers, or manufacturers!  
  
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 To make existing suppliers and manufacturers visible, you need to make them visible in the Registration module 'store' - refer [[items:item_basics#the_stores_tab|Items, the Stores tab]].  This must be done while logged in to another store. To make existing suppliers and manufacturers visible, you need to make them visible in the Registration module 'store' - refer [[items:item_basics#the_stores_tab|Items, the Stores tab]].  This must be done while logged in to another store.
  
-===== Using the Registration Module =====+===== Using the Registration module =====
 The Registration module has its own Navigator. If mSupply doesn't start in Registration mode when you log in you may switch to it by choosing //File > Switch...// and selecting Registration: The Registration module has its own Navigator. If mSupply doesn't start in Registration mode when you log in you may switch to it by choosing //File > Switch...// and selecting Registration:
  
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 {{ :other_stuff:drug_register_navigator.png?600 |}} {{ :other_stuff:drug_register_navigator.png?600 |}}
  
-==== Show (list) Registrations ====+==== Show (list) registrations ====
 To see a list of registrations click on the List button: To see a list of registrations click on the List button:
 {{ :other_stuff:drug_list.png?600 |}} {{ :other_stuff:drug_list.png?600 |}}
  
-This will open the fiter window to allow you to refine your search. The filters all work in the normal way so, if you want to list all registrations, do not enter anything in the filters:+This will open the filter window to allow you to refine your search. The filters all work in the normal way so, if you want to list all registrations, do not enter anything in the filters:
 {{ :other_stuff:finddr.png?400 |}} {{ :other_stuff:finddr.png?400 |}}
  
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 This allows you to refine your search without having to go back to the previous window. This allows you to refine your search without having to go back to the previous window.
  
-=== View / Edit registration ===+=== View / edit registration ===
 To view and edit the details of a registration, **double click** it in the list and it will bring up a window where you can view and edit the details: To view and edit the details of a registration, **double click** it in the list and it will bring up a window where you can view and edit the details:
 {{ :other_stuff:editing_drug_registration.png?600 |}} {{ :other_stuff:editing_drug_registration.png?600 |}}
  
  
-==== New Registration ====+==== New registration ====
 To enter a new drug registration record, click on {{:other_stuff:newdrug.png|}} To enter a new drug registration record, click on {{:other_stuff:newdrug.png|}}
  
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   * Once you have chosen a supplier you will be able to edit the supplier details by clicking on the Edit Supplier button.   * Once you have chosen a supplier you will be able to edit the supplier details by clicking on the Edit Supplier button.
  
-=== Item Name ===+=== Item name ===
 Enter the first letter of the item, press **Tab**, and select the item from the list that displays. Enter the first letter of the item, press **Tab**, and select the item from the list that displays.
  
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 As above enter the first letter of the manufacturer, press Tab, and select from the displayed list. If the manufacturer is not displayed a new record for the manufacturer will need to be created by clicking on the New Manufacturer button. As above enter the first letter of the manufacturer, press Tab, and select from the displayed list. If the manufacturer is not displayed a new record for the manufacturer will need to be created by clicking on the New Manufacturer button.
  
-=== Trade Name ===+=== Trade name ===
 As trade names for drugs vary widely this is a field to fill out manually. As trade names for drugs vary widely this is a field to fill out manually.
  
-=== Currently Registered ===+=== Currently registered ===
 If this item has been approved for registration then tick this box. The approval date will change to today's date once the window has been closed. If this item has been approved for registration then tick this box. The approval date will change to today's date once the window has been closed.
  
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 The log tab allows you to see a list of events such as when this item was approved. The log tab allows you to see a list of events such as when this item was approved.
  
-==== Show (list) Suppliers ====+==== Show (list) suppliers ====
 See [[names:adding_suppliers#Show Suppliers|Show Suppliers]] See [[names:adding_suppliers#Show Suppliers|Show Suppliers]]
  
 {{:other_stuff:listsupdr.png?|}} {{:other_stuff:listsupdr.png?|}}
  
-==== New Supplier ====+==== New supplier ====
 See [[names:adding_and_editing|Names: using, adding and editing]] See [[names:adding_and_editing|Names: using, adding and editing]]
  
 {{:other_stuff:suppliersdr.png?|}} {{:other_stuff:suppliersdr.png?|}}
  
-==== Show / new Manufacturers ====+==== Show / new manufacturers ====
 The process for viewing or adding a new manufacturer is the same as the process for viewing/adding a supplier - refer to the instructions above. The process for viewing or adding a new manufacturer is the same as the process for viewing/adding a supplier - refer to the instructions above.
  
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 Clicking on Registrations will open a report listing all of your registration records. Clicking on Registrations will open a report listing all of your registration records.
  
-==== Registration Categories ====+==== Registration categories ====
 Item categories are a great way of grouping your items. This enables you, for example, to report on specific groups of products by filtering by category. This can be extremely helpful. Item categories are a great way of grouping your items. This enables you, for example, to report on specific groups of products by filtering by category. This can be extremely helpful.
  
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 {{:other_stuff:catlistdr.png?800|}} {{:other_stuff:catlistdr.png?800|}}
  
-==== Drug Registration status Window ====+==== Drug registration status window ====
 In this window you can define for yourself the different states or phases of a Drug Registration (for example, In Process, Refused, Waiting for documents, etc). This means that the status of a registration can be seen at a glance.   In this window you can define for yourself the different states or phases of a Drug Registration (for example, In Process, Refused, Waiting for documents, etc). This means that the status of a registration can be seen at a glance.  
  
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 {{ :other_stuff:dr_status_window.png |}} {{ :other_stuff:dr_status_window.png |}}
  
-=== Edit a Status ===+=== Edit a status ===
 To edit a status, double-click on it. You can change its name or identifying color. The drug registrations that have been assigned this status will be affected by the change. To edit a status, double-click on it. You can change its name or identifying color. The drug registrations that have been assigned this status will be affected by the change.
  
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 </WRAP> </WRAP>
  
-// Previous: [[other_stuff:arvregimendatarecording|ARV regimen data recording]]     Next: [[other_stuff:using_remote_client|Using the mSupply Remote Client]]// +\\ 
 +\\ 
 +|  //  Previous:  **[[other_stuff:foreign_currency_transactions]]** | | Next: **[[other_stuff:using_remote_client]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2019/10/16 19:54
  • by Emily Porrello