Mobile Drive User Guide

Audience: Field staff/team leads running the drive

Goal: Confirm receipt at start of drive and reconcile at end of drive.

1) Access the drive

1. Log into Lab Symplified
2. Open Mobile Drive menu from the Home page or side menu
3. Find your current drive and open by clicking or tapping

2) Receive supplies and devices (start-of-drive)

1. Open the drive and go to the Receive step
2. Select “Start Receiving” in the Supplies and Devices section to confirm what you received matches what was packed. Note to confirm at lot and received date levels.
3. If something is missing, update the quantity with what was received
4. Add notes if any
5. Confirm receipt

Drive Status updates to Received in the Dashboard

Note: Supplies and Devices can only be received in the day of the drive as per the Drive Date.

3) Reconcile supplies and devices (end-of-drive)

1. Open the drive and go to the Reconcile step
2. Record what was used vs what is returning
3. Add notes for discrepancies and issues
4. Reconcile Devices by adding notes to the device if there are any issues
5. Confirm reconciliation

Drive Status updates to Reconciled and routes back to Admin for return/close.