eTM Help > Study in Progress > Study/Country Level for Study in Progress > Track Material at the Study/Country Level >

Steps to Send and Receive a Shipment at the Study/Country Level

Click on MATERIAL under STUDY/COUNTRY level in the tree displayed.

Click on LIST OF SHIPMENTS.

Click on ADD in the right lower horizontal toolbar of Material Shipment Management window.

Fill in the necessary information:
- define where the shipment goes to Center, Study/Country or Study
- enter a reference number and a sending date
- define if it is an 'Automatic Reception'

Click on SAVE in the right lower horizontal toolbar.

Click on MATERIAL SELECTION DETAILS at the right of the screen in the lower part.

Click on ADD in the right horizontal toolbar of Material Shipment Detail window.

Select the material which you are shipping and enter number of items to send.

Click on SAVE and then on CLOSE.

To send the shipment, click on SEND in the right lower horizontal toolbar of the Material Shipment Management window. With this the field 'Sent' is ticked. Note: once shipment has been sent it can't be edited (this includes deleting).
- As soon as 'Sent' has been ticked the shipment will appear in the Shipment/Reception Details window (button SHIPMT./RCPT.DETAILS) at study level.
- Additionally the shipment is populated automatically to the Material Reception Management window of the Center respectively study/country to which you sent it.


Receiving

If no automatic reception, to have the number of the material sent included in the number available in Material Stock Management of the Center respectively Study/Country or Study to which you sent it, once you got the confirmation that the material has been received:
- go to Material Reception Management of the Center respectively Study/Country or Study (button LIST OF RECEPTIONS in Material Stock Management window)
- highlight the shipment and click on edit in the right lower horizontal toolbar
- enter the receipt date and click on SAVE
Now the shipment will be also listed in the Shipment/Reception Details window (button SHIPMT./RCPT.DETAILS in Material Stock Management window) of the Center Study/Country or Study to which you sent it.