Tip:
Highlight text to annotate it
X
In this video demonstration, you will learn how to add or open and inventory reconciliation
in CIIS. The first step is to access the vaccine inventory reconciliation screen. To do this,
click the reconciliation link located within the inventory module. You will be navigated
to the vaccine inventory reconciliation screen. Notice at the top of the screen there is an
add reconciliation button. Click this button and you will be navigated to the add vaccine
inventory reconciliation screen. You will notice the required information fields on
this screen are bolded. At this point, enter the required information, including the inventory
location, the description (which is the name of your reconciliation), and notice when I
selected the inventory location the begin date was auto-populated by the system. Your
begin date is automatically set based on the end date of your previous reconciliation for
this inventory location. Note the only time the user will have to enter the begin date
is when adding the very first reconciliation for an inventory location. Next, enter the
end date (which is the date you want to end your reconciliation). And notice the status
will default to open as this is a new reconciliation. You can also enter the authorized by, which
is the person who is authorizing this reconciliation, by using the drop-down arrow. If it is you,
here is a quick tip: click on the blue circle icon and the system will automatically populate
your user name. Once you have entered all required information, click the create button
to save your new reconciliation Notice the system will display a message that your reconciliation
has been saved successfully. You will be able to see the details of your reconciliation
on this screen. You will be able to view inventory by doses. Within this screen, you will be
able to view by funding source, vaccine, beginning inventory, inventory received, inventory administered
(which is a count of all doses administered between the begin date and end date of your
reconciliation. Please note: the system will automatically calculate this field: inventory
transferred, recalled, expired or wasted, unaccounted for, and your delta as well as
your ending inventory. As this is a new reconciliation, notice your ending inventory is zero. Throughout
your reconciliation date range, which is between your reconciliation begin date and end date,
you will be able to adjust, edit and transfer your vaccine inventory. At the end of the
reconciliation date range, you will be able to log into CIIS and close this reconciliation
by making sure everything balances. When closing this reconciliation, you will enter your ending
inventory, which is your actual number of doses on hand. If everything balances, your
delta will be zero. We will talk more about the delta later in this course. On your open
reconciliation, you will also notice the print icon. When you click this icon, you will be
able to view an inventory transaction inquiry report for this reconciliation date range.
As nothing has been entered, administered, adjusted, or transferred, you will not find
data when you first open the reconciliation. But as activity occurs during the reconciliation
date range, click on the print icon and you will be able to view inventory transaction
information for each vaccine. Anytime you make changes to your reconciliation, always
click the update button. Click cancel to return to the vaccine inventory reconciliation screen.
How to close an inventory reconciliation will be discussed in a future video demonstration
during this course. Thank you for watching and enjoy the rest of the course.