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Using PINs to authenticate controlled substance transactions

PINs can be enabled to authenticate users when logging controlled substance transactions. Here's how it works:

Summary

The Controlled Substances module in PSTrax offers an optional PIN verification feature that enhances security and accountability. Once enabled by PSTrax, users must set a personal PIN and enter it when logging or witnessing controlled substance events. PINs are private, alphanumeric, and can only be managed by the individual user. This guide explains how to request the feature, set up a PIN, and use it during controlled substance transactions.

Instructions

To improve authentication and security in the Controlled Substances module, users can log transactions using a personal PIN. Once this feature is enabled, each user must set their own PIN to proceed with any CS event, such as arriving checks, quantity verifications, or witnessing transactions. Only users who have created a PIN can be selected as witnesses. Admins can view which users have set their PINs but cannot view or reset the PIN itself.

Requesting PIN Feature Activation

  1. Email help@pstrax.com or call PSTrax support to request that PIN authentication be turned on for your department.

  2. Once enabled, users will be required to create a PIN before logging controlled substance events.

Setting Your PIN

  1. Go to Settings → User Settings, or click your name in the top right corner and select User Settings.

  2. Click Change PIN.

  3. Enter a PIN between 4 and 20 characters (letters and/or numbers).

  4. Click Save.

Only the user can see or change their PIN. Admins do not have access to view or reset it.

Logging an Event with a PIN

  1. Start a new CS transaction (e.g., Arriving Check or Usage Log).

  2. Complete the quantity verification and vial verification as usual.

  3. When prompted, enter your PIN and click Verify.

  4. A signature field will appear.

  5. Your witness selects their name from the dropdown (only visible if they have also set a PIN).

  6. Pass the tablet or computer to the witness, who enters their PIN to verify and sign.

  7. Click Finish to submit the transaction. It will appear in Recent Activity.

Viewing PIN Status as an Admin

  1. Go to Settings → Controlled Substances → PIN Settings.

  2. View the list of users with Medic-level or higher access.

  3. See at a glance who has or hasn’t set their PIN.

If you'd like to enable PINs for your agency or have any questions, contact help@pstrax.com.