Skip to content
English
Contact us
Contact us
  • There are no suggestions because the search field is empty.

Managing blood product events

Log when blood products are checked, restocked, transferred, or used.

 

Summary

This feature allows administrators to configure the specific events users perform related to blood products, such as restocks, administrations, exchanges, transfers, or daily checks. By managing these events, you define the data points, validations, and workflows required when handling sensitive medical inventory within PSTrax.

Instructions

To set up an event, navigate to the Blood Products settings and access the manage events area. From there, you will create a new event, select its category (Check, Add, Removal, or Transfer), and customize the specific steps users must complete. These steps can include temperature readings, inventory verification, and authentication signatures, which can be reordered to match your specific operational workflow.

Step-by-Step Instructions

  1. Navigate to Manage Events
    Go to Settings → Blood Products → Manage Events.
  2. Add a New Event
    Click Add Event and enter a name for the specific action (e.g., Daily Check, Restock). Update the description to provide users with context when they perform the event.
  3. Select Event Type
    Choose the category that best fits the action:
    • Check Event: For inspecting or counting products on a container (e.g., Daily Check).
    • Add Event: For bringing products in from an external source.
    • Removal Event: For administering, wasting, or exchanging products.
    • Transfer Event: For moving products internally between containers.
  4. Configure Event Steps
    Click Add Step to insert specific workflow requirements. Options vary by event type but may include:
    • Authentication: Enable signatures (primary or witness) and text boxes for names.
    • Event Tasks: Create checklists for users, such as verifying battery levels or replacing cooling packs.
    • Inventory Verification: Require users to select and verify specific blood products present.
    • Temperature Check: Record manual temperature readings and define out-of-range alerts.
    • Vendor: Select the source of the product (available on Add events).
    • Incident Number: Input run or call numbers (available on Removal events).
    • Transfer Product: Select products to move between containers (available on Transfer events).
    • Actions: A catch-all step for notes, attachments, or alerts.
  5. Customize Step Details
    Click on an individual step to configure specific settings, such as adding user instructions, setting required fields, or defining validation rules. Click Save to apply the settings for that specific step.
  6. Reorder Steps
    Drag and drop the configured steps to match the logical order the user should perform them (e.g., Temperature Check first, followed by Inventory Verification).
  7. Save and Manage
    Click Save to finalize the event setup. Use the dropdown menu next to an existing event to Edit, Duplicate, or Delete it as needed.