Chemical Inventory Add or Edit

Edit or Add an Inventory Item


  1. Highlight and click [Edit] to modify an item on the Chemical Inventory List.   This opens the Chemical Inventory Edit screen shown below.



  1. Click [Add] for a new inventory item.  This also opens the Chemical Inventory Edit screen.
  2. Enter a Requisition # if placing an order.
  3. Then select the Authorized User and Permit # from the dropdown lists.



  1. The Inventory Control # is a unique identifier created when the item was originally entered and cannot be edited.
  2. If editing a record, modify the Authorized User (PI) by selecting a different PI from the dropdown list.
  3. The Permit # will also change to the permit for the new PI, or a selection if the PI has multiple CHEM permits.
  4. If adding a new record or changing the chemical, click [Select Chemical] to open the [Select Chemical] search box.  


  1. Select Search by Chemical Description and enter a Description, or Show PI's Personal Catalog.


  1. Use the Search and Filter Options to find the chemical to add to the PI's inventory.


  1. Click the [Select] button beside the Chemical you want to add.
  1. This will populate the chemical information - Chemical Description and CAS# (if available) will fill in.


 

  1. Enter the # of Units, Qty per Unit, Volume/Size, and Physical State.
  2. The Report Denominator will calculate based on the Unit, Volume, and Size entry details.
  3. Enter the Concentration.


Scroll down to view Vendor, Location and Dates section:

  1. The Receipt Date will default to the current date.  Edit if necessary.
  2. Select Yes/No if Chemical Will Expire.
  3. Enter the Expiration Date if the Chemical will expire.
  4. Select the Vendor and Catalog # (for Vendor) if applicable.
  5. Select the Lab/Location from the dropdown of labs for the PI on the Permit that was selected.
  6. Select/enter In-Lab Storage Location as applicable/needed.
  7. Select/enter Sub-Storage Location as applicable/needed.
  8. Select/enter Storage Device as applicable/needed.
  9. Select the Segregation Code as applicable.



  1. .Check if the chemical item is Restricted.  If Restricted is checked, this indicates it is a highly hazardous chemical and viewing this inventory item will be limited to users in a security group with authorization to view Restricted items



  1. Enter the Order Date as needed.
  2. Enter the Container Open Date as needed.
  3. The Last Reconciliation Date will auto-fill the last date the inventory item was verified.



Scroll down to view The Hazard Information and SDS Information & Documents sections:


Scroll down to view the Contact Information, Comments, and Record Addition Information

  1. Select the Contact from the dropdown - these will be the contacts from the Permit selected for this entry.
  2. The Contact's Phone and Email will auto-fill.
  3. Enter any Comments as needed.
  4. The Record Addition Information will auto-fill wit the information of the user entering the inventory item.



  1. Click [Save] to save changes/edits, or [Cancel] to discard changes.







Split Inventory Item


Users can split an inventory item into multiple records if the # of Units is greater than one.


  1. Highlight an inventory item with more than one unit and click the [Split Into Multiple Records] button from the Edit dropdown.



  1. This will open a Split Record confirmation pop-up.


  1. Click [Yes] to confirm and split the record, or [No] to cancel the split.
  2. There are now five inventory records for this item.  The list below shows the original Inventory Control # and four additional records.



  1. Make any other edits as needed.