Add a Receiving Record
Note: Receiving Programmes must be set up first in the Receiving module before a Receiving Record can be created. Click here to access the article on setting up a Receiving Programme.
A Receiving Record can be added in three ways. Below are the steps that must be carried out in order to add a Receiving Record. Expand each step below for further explanation.
Option 1: Using the 'Add Inspection' Button within the Receiving Module
To manually add a Receiving Record in the Receiving module, navigate to the Receiving module via 'Monitoring>Receiving' and click the 'Add Inspection’ button.
Image: Navigation to Receiving Module, and Click 'Add Inspection' Button
A pop up will appear on screen prompting you to select the Receiving Programme for which you wish to add the Receiving Record. Using the dropdown, or typing into the box, source your preferred Receiving Programme and click 'Create'.
Image: Receiving Programme Pop-Up Screen
Image: Selecting the Receiving Programme to create the Receiving Record from
Image: Clicking the 'Create' Button to generate a New Receiving Record
Once created, the Receiving Record will open on the Receiving Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Receiving Record
Note: For further explanation on how to complete the Workflow Stages of the Receiving Record, see here.
Option 2: Using the 'Actions>Add Record' Buttons of a Specific Receiving Programme
To manually add a Receiving Record from a Receiving Programme, navigate to the Receiving module via 'Monitoring>Receiving', access the 'Plan’ tab and locate the Receiving Programme you wish to raise the Record from.
Image: Navigate to the Receiving Module, Access 'Plan' Tab and Locate the Receiving Programme
Once you have access the Receiving Programme, by clicking on the Name, use the 'Action>Add Record' buttons to open a Receiving Record.
Image: Using the 'Actions>Add Record'
Once created, the Receiving Record will open on the Receiving Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Receiving Record
Note: For further explanation on how to complete the Workflow Stages of the Receiving Record, see here.
Option 3: Using the 'Scheduler' within the Receiving Programme
If the Scheduler has been set within the Receiving Programme, Receiving Records will be automatically generated by the system at the frequency detailed.
Note: For further explanation on how to set up the Scheduler within the Receiving Programme, see here.
Image: Receiving Programme - Scheduler Details
Receiving Records generated via a Scheduler will be placed in the 'Actions' tab of the Receiving module and opened in the Receiving Record workflow stage.
Image: Receiving Record Generated via a Scheduler in Actions Tab of the Receiving Module
Image: Receiving Record Ready to be Completed (First Workflow Stage Saved - Record Created)
Note: For further explanation on how to complete the Workflow Stages of the Receiving Record, see here.
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