Maintaining Facility Material Categories

Click the Material Categories tab on the Facility Summary component to review a list of the material categories for which this is an approved facility.

Click the Select Facility Material Categories button to add a material category to a facility. See Adding a Material Category to a Facility.

Click the Actions menu on the Select Facility Material Categories button and select Copy Facility Material Categories to Facilities to copy facility material categories to one or more facilities. See Copying Material Categories from One Facility to Another Facility.

Click the Actions menu on the Select Facility Material Categories button and select Copy Facility Material Categories to Sources to copy facility material categories to one or more sources. See Copying Material Categories from a Facility to Sources.

You can view or change information in these fields:

Locate a specific facility material category in the list by typing criteria in the Quick Find search box or by clicking Show first 10. The system displays a list of rows for all the facility material categories that match your search criteria.

Expand a row to view or change information in these fields:

In the Brand Names section:

Actions

Select Delete to delete a record. Select the Undo button to reverse the delete action. Click the Save button.

Select Exclude from Search Results to exclude a record from your search.

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Links to manage links. See Working with Links.

Select Material Category to manage information for the reference material category. See Maintaining a Material Category.

Select Tracked Issues to manage tracked issues. See Maintaining Tracked Issue Information.

Click in a field to add, change, or delete information as needed. Click the Save button when you are finished.

Adding a Material Category to a Facility

Adding a material category to a facility indicates that the facility is approved to manufacture, supply, or distribute the category of materials. To add one or more material categories to a facility:

1. On the Material Category tab of the Facility Summary component, click the Select Facility Material Categories button.
   
   The system displays the Select Facility Material Categories modal window.

2. Locate the material category you want by typing criteria in the Quick Find search box, or by clicking Show First 10.
   
   The modal window lists material category reference data that matches your criteria.  

3. Click a material category row to select it.
   
   A check mark appears at the beginning of the row to indicate it is selected. Continue selecting material category rows as needed. You can click a row again to clear the selection.

4. When you are finished selecting material categories, click the Add to Facility button.
   
   The system closes the modal window and adds the material categories you selected to the list on the Material Categories tab.

5. You can enter additional information about the material category as needed. When you are finished making changes, click the Save button.
   
   The system displays a message to confirm that your changes were saved.

Copying Material Categories from One Facility to Another Facility

You can copy material categories from a facility to one or more other facilities. When you copy material categories to facilities, the system also copies the Approval Status, Effective Date, Expiration Date, Status, and Active indicator.

To copy facility material categories from a facility to one or more other facilities:

1. On the Material Categories tab of the Facility Summary component, select Copy Facility Material Categories to Facilities from the Actions menu on the facility material category list.
   
   The system displays the Copy Facility Material Categories to Facilities modal window.

2. Locate the facility you want by typing criteria in the Quick Find search box, or by clicking Show First 10.
   
   The modal window lists facilities that match your criteria.

3. Click the row for the facility to which you want to copy material categories.
   
   A check mark appears at the beginning of the row to indicate it is selected. Continue selecting facility rows as needed. You can click a row again to clear the selection.

4. When you are finished selecting facilities, click the Save button.
   
   The system closes the modal window and displays a message to confirm that your changes were saved.

Copying Material Categories from a Facility to Sources

You can copy material categories from a facility to one or more sources. When you copy material categories to sources, the system also copies the Approval Status, Effective Date, Expiration Date, Status, and Active indicator.

To copy source material categories to sources:

1. On the Material Categories tab of the Facility Summary component, select Copy Facility Material Categories to Sources from the Actions menu on the facility material category list.
   
   The system displays the Copy Facility Material Categories to Sources modal window.

2. Locate the source you want by typing criteria in the Quick Find search box, or by clicking Show First 10.
   
   The modal window lists rows of sources that match your criteria.

3. Click the row for the source to which you want to copy material categories.
   
   A check mark appears at the beginning of the row to indicate it is selected. Continue selecting source rows as needed. You can click a row again to clear the selection.

4. When you are finished selecting sources, click the Save button.
   
   The system closes the modal window and displays a message to confirm that your changes were saved.

Related topics:

Maintaining Facility Information

Maintaining a Facility