Count stock and investigate variance

Steps

1. 1Set the approved count scope, date, locations, item categories, and independent count roles.
2. 2Freeze or control movement according to the count policy, especially for controlled medicines and high-risk items.
3. 3Count the physical quantity by the required unit, lot, serial, and location; scan where configured.
4. 4Compare the physical result to the system quantity and investigate every material variance with the source movement, receipt, dispensing, return, or expiry record.
5. 5Obtain the required approval before posting an adjustment and record a clear reason.
6. 6Escalate controlled-medicine, implant, or critical reagent discrepancies under the organisation’s safety and governance policy.

Related topics