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 Aug 6, 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, admins can review it under Manage Checkouts. If anything looks off, adjust your templates, seal settings, or formulary and have the crew try again.

Go Live checklist

  1. 1

    Confirm users and timezone in Unified

    • Users, roles, and your company timezone are managed in Unified SSO, not inside Drug Tracking.
    • Make sure every crew member who will use Drug Tracking has access in Unified, and that your company timezone is correct there.
  2. 2

    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.
  3. 3

    Configure seal requirements

    • When you create or edit a secure location that holds controlled substances, turn on Requires seal.
    • Record the starting seal number so crews can verify it on their first checkout.
  4. 4

    Build your drug formulary

    • Open Inventory from the menu, then click Formulary.
    • Add the medications your agency carries and confirm the DEA schedule on each controlled substance.
  5. 5

    Create location templates

    • Open Locations, then Templates.
    • 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.
  6. 6

    Assign templates to locations

    • Open each location and apply the matching template so your crews see the correct expected inventory during checkout.
  7. 7

    Stock your initial inventory

    • Receive your starting quantities into each location so on-hand balances are accurate before go live.
    • Use Inventory, then Import to load stock in bulk from a spreadsheet.
  8. 8

    Optional: turn on QR code pairing

    • To track controlled vials individually, open Settings and set Controlled drug QR pairing, then print and apply QR labels.
    • See the QR code pairing article for the full process and which labels to buy.
  9. 9

    Run a practice checkout

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