Reports - The Transactions tab

Transaction Reports. All Transactions that have ever occurred within the Drug Register are recorded in the Transactions Report. This includes a detailed and searchable report of Drugs Transferred In/Out, Drug Safe Retrievals and Administrations.

The Transactions tab

Filters:

Filters include sorting by Medication, Resident Name and Prescriber Name

  • You may sort by Signed by or Witnessed by names and sort by Date
  • You may filter by Transaction Type – use the dropdown arrow to select or deselect one or multiple options
  • Click on the S8 button to sort by S8 medications only
  • After applying any filters always click the Search button
  • To clear your search filters, click the Clear button
  • You may Download a CSV file and you may Print

Columns within the Transactions tab:

  • The first column under the Transactions tab is the Date column
  • The second column is the Medication and the dose and dose unit
  • The Resident column will display with the Resident’s name or will be blank depending on the type of Action; for example this will be blank if this was a Drug Safe Retrieval transaction only
  • The Prescriber name will appear - or will be blank depending on the type of Transaction, for example, a Transfer In that has been reversed
  • The transaction Action will be listed – for example an Administration, a Receipt, Reversal or Drug Retrieval
  • Where applicable under the To/From column, either the resident’s name or Pharmacy name will display
  • The name of the Primary Nurse displays in the Signed By column, and in the next column the name of the Witness, where applicable will display
  • If a Drug has been transferred in – the number of Drugs will display in the In Column
  • If a Drug has been transferred Out or removed from the Safe the number will display in the Out column, with the running balance displaying in the Balance column