Lot Default Settings

A state-configurable option for facility inventory managers can be set up for a facility to allow the use of facility-wide lot number defaults. If a user does not have lot number defaults set up in their personal settings, the inventory manager's defaults are used. However, if the user does have lot defaults set up in their personal settings, they override the facility inventory manager's settings.

To access these settings, click Settings > Personal > Lot Defaults. The Lot Defaults section expands on the Personal Settings page.

To add a new lot default, enter the information and click Add. All of the fields are required.

To edit an existing lot default, click Edit, make the updates, and then click Update.

To remove an existing default, click Remove. Be careful when removing defaults, as this action cannot be undone.

Field	Description
Vaccine Description	Select the vaccine for which you are entering defaults. The defaults for this vaccine will automatically pre-populate when this field appears on a screen/page. This is a required field.
Manufacturer	Click in the field to see a list of valid choices. Click the arrow next to the name of a manufacturer to select that manufacturer to use as the default. This is a required field. Click Cancel to return to the defaults section with the previously entered default information intact but no manufacturer selected, or click Clear to return to the defaults section with all of the data fields erased.
Lot Number	This is the manufacturer's lot number chosen when the Select Lot Number window appears and a selection is made. Click in the field to open the Select Lot Number window. This is a required field.
Expiration Date	Select the date to use as the default expiration date. This is a required field.
Lot Facility	This is the manufacturer's facility chosen when the Select Lot Number window appears and a selection is made. This is a required field.
Funding Source	This is retrieved when the Select Lot Number window appears and a choice is made. It indicates whether the lot number was publicly supplied or not. This is a required field.