Here is everything your agency needs to set up in Inventory before your team starts tracking supplies. Work from top to bottom — later steps depend on earlier ones.

The checklist

  1. Set your timezone
    • From the user menu, go to Settings → Preferences and pick your timezone.
    • All timestamps on transactions and reports use this timezone.
  2. Add qualifications
    • On Settings → Qualifications, create any qualifications your agency tracks (EMT, Paramedic, RN, HAZMAT Handling, and so on).
    • On Settings → Users, assign qualifications and roles to each team member. Users already exist from SSO — you are not creating accounts, just attaching roles and qualifications.
  3. Set up product categories
    • On Inventory → Categories, create your category tree (for example, Medical > Airway, Medical > Bandaging, Equipment > Tools).
    • Categories help you organize products and filter reports.
  4. Add your products
    • On Inventory → Products, create your products with their display name, SKU or NDC, unit of measure, package quantity, category, and default PAR level.
  5. Set up your locations
    • On the Locations page, create your top-level locations (stations, vehicles, med cabinets).
    • Add child locations underneath them (compartments, shelves, bags).
  6. Create location templates
    • From the Locations page, open the Templates sub-nav and create a template for each location type.
    • For each expected item, set Par and optionally Min and Max quantities.
    • The Shift Checkout page uses these templates to show crews what should be on each rig or bag.
  7. Assign templates to locations
    • Open each location and assign the template that matches its type.
  8. Load your starting inventory
    • Either add items manually from each location's detail page or use Import Inventory to load quantities, lot numbers, and expiration dates in bulk from a CSV.
  9. Have your team do a practice shift checkout
    • Pick a vehicle or bag, walk through Shift Checkout, and Check In.
    • Confirm everything is stocked correctly before you go live.

After go live

Once your first real checkout is complete, open Reporting and review the Template Compliance and Inventory Snapshot tabs. If quantities or templates need adjusting, make the changes and have your team try again.