Unified Solutions

Go Live checklist for Drug Tracking

Everything your agency needs to set up in Drug Tracking before your crews start verifying controlled substances.

Updated Jun 2, 2026
Admin Training
41m 10s

Here is everything your agency needs to set up in Drug Tracking before your crews start verifying controlled substances on shift. Work through the steps in order — later steps depend on earlier ones being in place.

After go live

Once your first real shift completes a checkout, review the results in the Checkouts & Truck Checks report. If anything looks off, adjust your templates, seal settings, or formulary and have the crew try again.

Go Live checklist

  1. 1

    Set your timezone

    • Open your profile menu and choose Settings, then click the Preferences tab.
    • Pick your agency's timezone so every timestamp on checkouts and reports reflects local time.
  2. 2

    Add qualifications

    • From Settings, open the Qualifications tab.
    • Create the qualifications your agency uses (Paramedic, AEMT, EMT, etc.).
  3. 3

    Assign roles and qualifications to users

    • From Settings, open the Users tab.
    • Your crew members already exist from SSO — you do not create new accounts here.
    • Open each user and pick the qualifications that match their certification.
  4. 4

    Set up your location hierarchy

    • Open Locations from the menu.
    • Create your top-level locations (stations, vehicles).
    • Add child locations underneath — drug rooms, compartments, trays, bags, safes.
  5. 5

    Configure seal requirements

    • For any secure location that holds controlled substances, turn on Requires seal.
    • You can also record the starting seal number so crews can verify it on their first checkout.
  6. 6

    Build your drug formulary

    • Open Inventory from the menu and click the Formulary tab.
    • Add the medications your agency carries and confirm the DEA schedule on each controlled substance.
  7. 7

    Create location templates

    • From Locations, open the Templates tab.
    • For each kind of location, define the expected items with par, min, and max quantities.
    • Templates tell the checkout screen what the crew should find at each location.
  8. 8

    Assign templates to locations

    • Open each location and apply the matching template so your crews see the correct expected inventory during checkout.
  9. 9

    Stock your initial inventory

    • Receive your starting quantities into each location so on-hand balances are accurate before go live.
  10. 10

    Run a practice checkout

    • Have a crew member open Shift Checkout, pick a vehicle, verify each location, and click Check In.
    • Use the practice run to confirm templates, seals, and formulary are configured the way you want.