procedure requisition training - lifebridge...

ProcedureRequisitionTraining

YouShouldKnowhowto:

Ø AccessInforRequisitionCenterandcreatearequisition

Ø Additemstotherequisitionbysearchingacatalog,expressitementryorselectingfroma

template.

Ø Changingtherequestinglocationtoidentifythefollowing– BillOnly– BillandReplace–

Construct

Ø Addnotesandprocedureinformationtotherequisitionandlines

Ø Submittherequisition

Ø Inquireontherequisitionforadditionalinformation.

Ø Req Center– Webbasedrequisitioningtool

Ø Requisition – Requestforasupplyorservicetobesourcedandprocuredonthebehalf.Yousubmit

requisitionsthroughRequistion Center“Req Center”

Ø PurchaseOrder- Only StrategicSourcingisauthorizedtoplaceorderswithexternalvendors.

Ø Release: Isthefinalstepofsubmittingarequisition.ArequisitionwillnotroutetoStrategic

Sourcingifitisnotreleasedandtheorderwillnotgetplaced.

Ø Approver– Shouldrequisitionapprovalberequiredbypolicy,itisroutedtothedesignated

Approverforeachdepartment.Therequisitionwilldisplay“NeedsApproval”whenreleased.

Ø ManufacturerCatalogNumber: - IsdisplayedontheproductpackageasMFRNumberor

ReferenceNumber.

Ø ItemNumber – IstheinternalsystemnumberassignedtoanitematLifeBridge Health.Thishas

beenreferredtointhepastastheLawsonnumber,MMISnumber,Paragonnumberandsoforth.

Ø DepartmentCreatedBillOnlyRequisitions- Requireapprovalsoncearequisitionexceedsspendinglimitperapprovalpolicy.

Ø VendorCreatedBillOnlyRequisitions- Requireapprovalsfromtheproceduralareaateachlocation.SurgicalServiceswillassignanapproveratSinaiHospital,NorthwestHospitalandCarrollHospital.

Ø VendorCreatedBillandReplaceRequisitions- Requireapprovalsfromtheproceduralareaateachlocation.SurgicalServiceswillassignanapproveratSinaiHospital,NorthwestHospitalandCarrollHospital.

Ø VendorCreatedConstructRequisitions - Requireapprovalsfromtheproceduralareaateachlocation.SurgicalServiceswillassignanapproveratSinaiHospital,NorthwestHospitalandCarrollHospital.

Ø EnterthefollowingintotheInternetExplorerwebbrowserandsaveittothefavorites:Ø https://lbhdev.cloud.infor.com/SitePages/MingleHome.aspxØ ClickonthelinktogettotheInforPortalloginpage.Ø Enterthesinglesignon(windows)loginandpasswordandclickonLogin

Ø Clickontheroundweb/globenexttoInforMing.le fortheInforPortalPage

Ø ClickonBookmarksandthenselectRequisitionCenterØYouwillhavetheabilitytoselectshoppingforfreeformentryofitemsorRequesterTemplatesforashoppinglistofitemstoaddtotherequisition.

GettingtoReq Center

Ø ToStartaRequisiton: ClickonSHOPPINGtostartaRequisition

Ø Therequisitionheaderscreendisplays

Note: BillOnlyandBill&ReplaceVendorshavethreeoptionsforaddinglinestoarequisition

1. Template2. ExpressOrder3. CatalogSearch

Ø Ifalltheitemsarestandarddelivery,enterthatinformationontheheader(asshownbelow)andit

willdefaulttoeverylineontherequisition.Standarddeliveryis7businessdays.BillOnly

requisitionsshouldalwaysbestandarddelivery.

Ø Therequisitionheadercontainshelpfulfieldsthatcanbeusedtoidentifythecaseslater

1. ReferenceNumber– DateOfSurgery2. RequisitionDescription– PhysicianInformation3. RequestingLocation– SelecttheappropriatelocationforBillOnly,Bill

&ReplaceorConstuct Requisitions4. RequestedDeliveryDate- shouldbe7businessdays5. Priority– shouldalwaysbenormal6. Commentsaddedatunderthecommentstaboftheheaderwill

defaulttoeverylineoftherequisition.SameappliestoProcedureInformation.

Ø ExpressOrder:UsedwhenyouknowtheItemNumber.

1. ClickOntheExpressOrderTab2. EnterItemNumberintheItemField3. ClickonFind4. Reviewitemforaccuracy5. Editquantityifappropriate6. ClickonAdd

Note:Adialogboxwilldisplaythemessagethatoneofmorelineshavebeenaddedtotherequisition

Ø Templates:AreprebuiltvendorshoppingliststhatarebuiltandmanagedbySupplyChain

InformationSystems.

1. CompanyTemplates– AreavailabletoallusersandincludeshoppinglistsforitemsstoredintheCentralDistributionstoreroom.

2. LocationTemplates - Arevendorspecific.Ø Toorderitems

1. ClickOntheActionboxatthefrontoftheline.2. Editquantityifappropriate3. Youcanselectmultipleitemsatthesametime4. ClickonAddSelected

Ø CatalogSearch:SearchforanitemthathasbeenprebuiltintheItemNumberfile

1. ClickontheItembox2. Enterthecatalognumberoftheitem3. Reviewthesearchresultsfortheitem4. Selecttheappropriateitem5. ClickOntheActionboxatthefrontoftheline6. Editquantityifappropriate7. ClickonAddSelected

Note:Alwayspaycloseattentiontotheunitofmeasure– iftheitemdisplayscaseorboxyouwillneedtodrilldowntofindouthowmanyeaches areinthedisplayedunitofmeasure.

Ø Onceallthelineshavebeenaddedtotherequisitionthelineprocedurenotesmustbecompleted.

1. ClickontheItemnumber2. ClickontheLineProceduretab3. Enterherequiredinformationfortheitem4. ClickonthenextItemnumberandrepeat

Ø LineProcedure:ContainsImplantandCaserelatedInformationandMUSTbefilledoutcompletely

forEVERYItem.

1. LotNumber2. SerialNumber3. PatientInformation4. PhysicianInformation5. ProcedureDate6. MedicalRecordNumber7. SalesRepresentative

Ø AddingNotestotheRequisition:Notescanbeaddedatheaderlevelandatthelinelevel.Header

levelnotesshouldapplytoalllinesontherequisitionandwilldefaulttoeverypurchaseorder

createdfromthisrequisition.Linelevelnotesarespecifictothatindividuallineandwillonlydisplay

onthepurchaseordercreatedforthatline.Commentsshouldcontaininformationsuchas:

1. Informationthebuyerneedstoaccuratelyplacetheorder2. SpecialDeliveryInstructions3. Informationthatthevendorrequires

Ø CommentstoPrintonHeadersofInternalDocuments: Usedforinformationrequiredtoaccurately

placetheorderandconfidentialinformationthatshouldnotbetransmittedtovendors.

Ø CommentstoPrintonPurchaseOrders: Usedforinformationthatshouldtransmittothevendor

withthepurchaseorder.

Ø CommentstoPrintonReceivingDocuments:DeliveryinstructionsrequiredforReceiving.Notehere

ifFrozenProductorSpecialInstructionsforinternaldelivery.

Ø ReleasingtheRequisitions:Thefinalstepinplacinganorderisreleasingtherequisition.The

requisitionlinesdisplayattherighthandsideof theReq Centerscreen.

1. ReviewtheTotalQuantityatthebottomrighthandcornerofthescreenforaccuracy.

2. ReviewtheTotalCostforaccuracy3. ReviewtheTotalNumberofLines4. ClickonPrinttoretainahardcopy5. ClickonReleasetoplacetheorder

Note:ADialogBoxDisplaysstatingthattherequisitionhasbeensuccessfullysubmitted,shouldthe

requisitionrequireanApprovertheStatusdisplayedwillstate“NeedsApproval”

Onceapprovedyouwillreceiveanemailstating“YourRequisitionnumber###hasbeenapproved”

YOUHAVENOWPLACEDYOURFIRSTORDER!

Ø EnterthefollowingintotheInternetExplorerwebbrowserandsaveittothefavorites:Ø https://lbhdev.cloud.infor.com/SitePages/MingleHome.aspxØ ClickonthelinktogettotheInforPortalloginpage.Ø Enterthesinglesignon(windows)loginandpasswordandclickonLogin

Ø Clickontheroundweb/globenexttoInforMing.le fortheInforPortalPage

Ø ClickonBookmarksandthenselectRequisitionCenterØ ClickonStatus

FollowinguponRequisitions

} OnceyouClickonStatusthefollowingscreendisplays

Alltherequisitionswillbelistedalongwiththeirstatus.Thisrequisitionshowsthatapprovalisrequiredpriortotheorderbeingplaced.

RequisitionInquiryScreenFunctionalityØ ClickontheRequisitionNumbertodrillfurtherintothedetails.Ø UsetheActionToolstocopyacompletedrequisitionortomodifyanunreleasedrequisition.Ø Clickonthetrashcansymboltodeleteaunreleasedrequisition.

Ø Hoveroverthe i symboltoseetherequisitiondescriptionandreferenceinformation.