The IMP module provides read-only reports on investigational product (IP) movements and stock. Pharmacists, supply managers and monitors use them to reconcile dispensing at sites and to plan the replacement of IP before it expires. This page describes the Dispensation and Expiry reports and lists where the other IMP reports are described.
Open a report from the IMP module: IMP → Report → the report name. The Report menu lists only the reports that apply to the study's Purpose of use and Tracking setting (see IMP Setup) and that your role can open. If a report does not apply to the study, its page shows "IMP reports are not available for this study."
Reports in the IMP module
| Report | Available when | Described in |
|---|---|---|
| Stock by Warehouse | Tracking By Unique Serial Number, or PSP mode with any Tracking; and Is the Supply Chain function enabled? set to Yes | Inventory Warehouse — Randomization, PSP |
| Stock by Site | Tracking By Unique Serial Number, or PSP mode with any Tracking | Inventory Site — Randomization, PSP |
| Move History | Tracking By Unique Serial Number, or PSP mode with any Tracking | Internal Transfer — Randomization, PSP |
| Dispensation | Tracking By Unique Serial Number, or PSP mode with any Tracking | This page |
| Expiry | Tracking By Lots or By Unique Serial Number | This page |
| Damaged | Tracking By Unique Serial Number, or PSP mode with any Tracking | Waste Site — Randomization, PSP |
Randomization mode always tracks IP By Unique Serial Number, so every report above is available in a Randomization-mode study. In this mode the IP identifier is labelled IP Code; in PSP mode it is labelled Serial number.
Dispensation report
The Dispensation report lists one row per dispense record: which IP was dispensed to which Subject, at which Site, when and by whom.
Who can open it:
Available to 16 roles
Project ManagerSite MonitorStudy AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerMedical MonitorWarehouse ManagerSite PharmacistSponsor Manager(default roles — your study may differ)When the role is granted at study level, the report covers every site of the study. When it is granted only on specific sites, the report covers those sites. See the Permission Matrix.
What this should show: the Dispensation report in a Randomization-mode study with several dispense rows at Bach Mai Hospital and Cho Ray Hospital, the filter bar closed.
Columns
| Column | Content |
|---|---|
| Dispense date | Date and time of the dispense |
| Site | Site where the IP was dispensed |
| Subject | Subject who received the IP |
| Product | Product name |
| Lot number | Lot of the dispensed IP. Shown only in PSP mode with Tracking By Lots |
| IP Code / Serial number | Identifier of the dispensed unit. Shown only with Tracking By Unique Serial Number |
| Quantity | Quantity dispensed |
| Unit | Unit of measure |
| Dispensed by | User who recorded the dispense |
| Status | Dispense status: Ready For Dispense, Dispensed, On Hold or Cancelled |
You can sort by Dispense date, Site, Subject, Product, the identifier column and Status.
Filters
| Filter | Effect |
|---|---|
| Date range | Keeps dispenses within the selected dates |
| Status | Keeps the selected dispense statuses. With no status selected, the report lists only Dispensed records |
| IP Code / Serial number | Keeps units whose identifier contains the text entered |
| Product | Keeps the selected products |
| Site | Keeps the selected sites |
| Subject OID | Keeps the dispenses of one Subject |
The search box above the table searches the report rows by keyword.
Expiry report
The Expiry report lists IP on hand with its expiration date and location, so that supply staff can see which units have expired or will expire soon.
Who can open it:
- Study-wide, including warehouse stock:
Available to 14 roles
Project ManagerStudy AdministratorStudy MonitorStudy SponsorSystem AdministratorUnblinded Supply ManagerUnblinded RTSM AdminUnblinded PharmacistSponsor IP Code ManagerSponsor Supply ManagerSponsor Data ManagerMedical MonitorWarehouse ManagerSponsor Manager(default roles — your study may differ) - Assigned sites only, without warehouse stock: Available to:Site MonitorSystem AdministratorSite Pharmacist(default roles — your study may differ)
See the Permission Matrix.
What this should show: the Expiry report filtered on Expiry status = Expiring with Within days = 90, listing units at a warehouse and at Hue Central Hospital.
Columns
| Column | Content |
|---|---|
| Product | Product name |
| Lot number | Lot of the IP. Shown only in PSP mode with Tracking By Lots |
| IP Code / Serial number | Identifier of the unit. Shown only with Tracking By Unique Serial Number |
| Expiration date | Expiration date of the unit or lot |
| Location | Warehouse or site that holds the IP |
| Unit | Unit of measure. Shown only in PSP mode with Tracking By Lots |
| Quantity | Quantity of the lot held at the location. Shown only in PSP mode with Tracking By Lots |
With Tracking By Unique Serial Number, the report has one row per unit. With Tracking By Lots, it has one row per location, product and lot.
Filters
| Filter | Effect |
|---|---|
| Expiry status | Expired: expiration date before today. Expiring: expiration date from today up to the number of days in Within days. Valid: expiration date later than that. With no status selected, the report lists IP whose expiration date is today or earlier |
| Within days | Number of days used by Expiring and Valid. When left empty, 90 days are used |
| Location | Warehouse or Site, to keep one type of location |
| Warehouse | Keeps the selected warehouses |
| Site | Keeps the selected sites |
| Product | Keeps the selected products |
The Location and Warehouse filters are not shown when you work at site level; at site level the report lists only the stock of your site.