Customizable Shift Change / Audit features for NarcTrak Pro
We have extended Shift Change / Audit Schedules for all NarcTrak Pro subscribers. Shift Changes / Audits can be required anywhere from every 8 hours up to 1 month for each of your NarcBox(es).
*Please note: In order for any of your NarcBoxes to allow a shift change/audit schedule, that is other than 8 hours, 12 hours, or 24 hours, the NarcBox must be updated to firmware 3.41.01 or above and you must have an active NarcTrak Pro Subscription. **HQ's do not yet qualify for our shift change / audit schedule options and the corresponding notification settings.
We have also added options for grace periods. The defaulted grace period has been 2 hours before and 2 hours after the selected shift change / audit time allowing a 4 hour window. With the NarcTrak Pro Subscription, you can now select 1, 2, 3, or 4 hours, before and after, to allow your team more or less time to complete a shift change/audit to satisfy the schedule.
Along with the more customizable Shift Change / Audit feature, if your NarcBox is set up on a schedule, you will be able to see when the Next Shift Change / Audit is due and/or if the NarcBox is currently in the Shift Change / Audit grace period/window.
To accommodate this update we have made some changes to the appearance in your online account and how to add, edit, or delete your current Shift Change / Inventory Audit schedules. Below is the new view that can be found under your main Shift Change Settings page.
*If you have had any devices assigned to a Shift Change / Audit schedule, a unique schedule will automatically be created for you, and your NarcBoxes will be assigned to the schedule accordingly.
*You must have an active NarcTrak Pro subscription, in order to select any of the new extended Shift Change / Audit Schedules and settings.
Add a new Shift Change / Audit Schedule
Select '+Add New Schedule' at the bottom of the list.
After New Schedule box opens:
- Enter in your Schedule Name
- Select your Interval (how often you want to require the shift change/audit to be done)
- When you want the Next Shift Change/Audit (or when you want the Shift Change/Audit to Start)
- Grace Period (how many hours before and after you want to allow the shift change/audit to be done in between. Example, for an 08:00 start time with a 2 hour grace period, the shift change/audit can be done between 06:00 and 10:00. If a Shift Change/Audit is not done between this time you will get a 'Missed Inventory Audit or Shift Change' event in reporting and an alert if you are set up for them. More on alerts can be found here and here.)
- Then press 'Save Changes'. (You must press save changes before adding boxes so the system can create the schedule)
Once saved, you can add the NarcBoxes of your choice to that schedule.
You can do that using one of the below methods:
- 'Move All NarcBoxes to this schedule' (only available on your first new schedule or if all are off/out of service).
- Select the 'Add NarcBox' field and start typing to find the NarcBox of your choice and select.
- Or select the 'Add NarcBox' field and select the NarcBox of your choice from the dropdown.
When you have selected all of the NarcBoxes you wish, press 'Add'. Your changes have now been saved. Please allow up to 24 hours for the changes to take place on your NarcBoxes. To shorten that time frame you can manually sync your NarcBox by going into Settings (gear icon), when your WiFi logo is green, press 'Sync', wait for Sync Ok.
Editing a Shift Change / Audit Schedule
Select the Shift Change/Audit rectangle or edit pencil on your Shift Change/Audit schedule that you would like to edit.
After the schedule box opens you can edit any of the options available:
- Edit your Schedule Name
- Change your Interval (how often you want to require the shift change/audit to be done)
- Adjust when you want the Next Shift Change/Audit (or when you want the Shift Change/Audit to Start)
- Change the Grace Period (how many hours before and after you want to allow the shift change/audit to be done in between. Example, for an 08:00 start time with a 2 hour grace period, the shift change/audit can be done between 06:00 and 10:00. If a Shift Change/Audit is not done between this time you will get a 'Missed Inventory Audit or Shift Change' event in reporting and an alert if you are set up for them. More on alerts can be found here and here.)
- Add other NarcBoxes to the schedule (This is saved when the 'Add' button is pressed)
- Select the 'Add NarcBox' field and start typing to find the NarcBox of your choice and select.
- Or select the 'Add NarcBox' field and select the NarcBox of your choice from the dropdown.
When you have selected all of the NarcBoxes you wish, press 'Add'.
- Move existing NarcBoxes from this schedule to another schedule, select the checkbox next to the NarcBoxes you want to move and select the schedule you want it moved to. (This is saved when the 'Move' button is pressed)
- Then press 'Save Changes' if its enabled (this saves any additional schedule changes).
Deleting a Shift Change / Audit Schedule
Select the Shift Change/Audit rectangle or edit pencil on your Shift Change/Audit schedule that you would like to delete.
After the schedule box opens you must move all NarcBox(es) to another Shift Change/Audit schedule before deletion is allowed. Once all NarcBox(es) are moved select 'Delete Schedule'.
Schedule is now deleted.
Related Articles
Track Shift Changes and Inventory Audits
The Shift Change and Inventory Audit feature is activated on the website under Settings located on the left navigation panel and the Shift Change/Temperature tab. Once activated, the NarcBox can be used to track shift changes and audits. During a ...*Introducing our newest NarcTrak Pro System subscription
You get everything in NarcTrak Pro, including RFID Medication Tags and RFID Security Seals. The RFID Medication Tags and RFID Security Seals can be ordered and shipped in a few clicks, at no additional charge, after logging into your account once ...HQ- Quick Audit Non-Tagged Medications (Shift Change)
Quick Audit Non-Tagged Medications Select ‘Manage Inventory’ Enter User(s) Credentials - PIN/RFID/BIO Select 'Audit' If you have multiple lockers, select desired Locker (1 Locker at a time) Select ‘Quick Audit’ Select each medication and enter the ...NarcBox - Shift Change: Quick Count for Tagged Medications
Press ‘Shift Change’ Enter Credentials for User 1- PIN/RFID/BIO Enter Credentials for User 2 - PIN/RFID/BIO Press ‘Quick Count’ “Quick Audit Selected?” , press ‘Yes’ Enter the quantity of each medication in the box, press 'Next' (repeat for all ...NarcBox - Shift Change: Visual Confirm for Tagged Medications
Press ‘Shift Change’ Enter Credentials for User 1 - PIN/RFID/BIO Enter Credentials for User 2 - PIN/RFID/BIO Press ‘Visual Confirm’ “Visual Confirm Selected?”, press ‘Yes’ Enter number of vials for each Medication, press 'Next' On the Audit Drug ...