Inventory: Reviewer Signature Workflow

Include a Reviewer signature on facility and patient inventory transactions. This signature can be applied by any user with the Review Medication Inventory feature added to their profile. 

Add User Permission

Super Admins and users with Manage Users can add the Review Medication Inventory feature to users who need to add a reviewer signature to inventory transactions.

This feature is not included in any other roles, including Super Admin, and must be manually added. 

1. Click on your initials and choose Manage Users.
   
2. Locate the user in the Active Users list and click Edit.
3. Check Review Medication Inventory from the Features list. 
4. Scroll to the end of the page and click Update.

Apply Reviewer Signatures

Reviewers can sign transactions using the following instructions. 

Facility

1. Navigate to Inventory > Facility.
2. Click Review Transactions. 
3. The Review facility transactions page contains all transactions that require a reviewer's signature. If there are any outstanding witness signature requirements, those appear at the top of the page in red with a warning. A reviewer can still sign the transaction before the witness signs it.
4. To sign all transactions, click the Reviewer Signature button at the top of the page.
5. Sign in the I approve all the transactions box.
6. If you'd like to review the individual transaction, click on the Transaction to review. Transactions cannot be signed individually.

Patients

1. Navigate to Inventory > Patient.
2. Click Review Transactions. 
3. The Review medication inventory transactions page contains all transactions that require a reviewer's signature. If there are any outstanding witness signature requirements, those appear at the top of the page in red with a warning. A reviewer can still sign the transaction before the witness signs it.
4. To sign all transactions, click the Review Signature button at the top of the page.
5. Sign in the I approve all the transactions box.
6. You can also witness transactions for a specific patient. From the Patients inventory, select a patient from the drop-down. Click Review Transactions to review and sign.

The Review Transactions button will disappear when you have no pending signatures and re-appear as soon as there are new transactions you need to review. After both the Witness and Reviewer signatures are collected, transactions can be reconciled.