Chemical Inventory Quick Add


The Quick Add feature allows the user to add a chemical inventory item without a Requisition.


  1. From the Chemical Inventory screen, click the Arrow beside the [+Add] button and then click [Quick Add].


  1. This opens the Quick Add Chemical Inventory screen.
  2. Select the Authorized User from the dropdown list.
  3. Then select a Permit # for the Authorized User chosen.
  4. Required fields are noted or marked with an *.



  1. On the Chemical Inventory screen if an individual PI's inventory was selected for viewing as shown below and the user clicks [Quick Add],



then the Quick Add Chemical Inventory screen will open with the Authorized User filled in as shown below.



  1. Select the Permit # to attach the chemical to from the list of the selected PI's permits.  This is a required field.



  1. Continue entering data in the Chemical Inventory fields.
  2. 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. Click [Select] for the chemical you wish to add.  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.
  4. The Receipt Date will default to the current date.  Edit if necessary.
  5. Select Yes/No if Chemical Will Expire.
  6. Enter the Expiration Date if the Chemical will expire.


Scroll down to view Vendor, Location and Dates section:

  1. Select the Vendor and Catalog # (for Vendor) if applicable.
  2. Select the Lab/Location from the dropdown of labs for the PI on the Permit that was selected.
  3. Select/enter In-Lab Storage Location as applicable/needed.
  4. Select/enter Sub-Storage Location as applicable/needed.
  5. Select/enter Storage Device as applicable/needed.
  6. Select the Segregation Code as applicable.
  7. 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 the record, or click [Cancel] to discard the entry.