Managing supply containers

Summary

Supply containers store consumables such as warehouse stock, supply closet items, and medical bag contents. In PSTrax, administrators can set up and manage these containers, assign items, and create sub-containers for better organization. While assigning items to a container defines what can be logged, actual supply counts are performed separately by users.

Instructions

To manage supply containers, go to Settings → Supplies → Manage Containers and add a new container. You can create sub-containers to reflect shelves or compartments and assign specific items to them. Supply counts are logged by users through the Perform Supply Check link. Additional actions allow editing, duplicating, or deleting containers.

Adding a Supply Container

1. Navigate to the Manage Containers Page:
   • Go to Settings → Supplies → Manage Containers.
2. Add a New Container:
   • Click the green plus button to create a new container.
   • Assign the container to a specific station (e.g., Engine One’s EMF supplies).
   • Click Save.

Creating Sub-Containers (Optional)

1. Edit Sub-Containers:
   • Click the Actions dropdown next to a container.
   • Select Edit Sub Containers.
2. Add Sub-Containers:
   • Click Add Sub Container.
   • Enter a name (e.g., Cab, Compartment One).
   • Click Save.

Assigning Items to a Container or Sub-Container

1. Go to Actions → Assign Items.
2. Select a Sub-Container:
   • Click the Add Item button.
   • Use the dropdown menu to select items from the Master Items List.
3. Set Supply Parameters:
   • Adjust Min/Max Par Levels if applicable.
   • Repeat for other sub-containers.
4. Click Save to finalize assignments.

Performing a Supply Check

• Users log actual supply counts through the Perform Supply Check link.
• This can be accessed from:
  • The navigation panel.
  • The schedule on the home screen.

Additional Actions for Containers

From the Actions dropdown, you can:

• Edit the order of items.
• Modify sub-containers or tasks.
• Duplicate containers.
• Delete containers.

Following these steps ensures your supplies stay organized and up to date. If you need assistance, contact help@pstrax.com.