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8 Questions, 3 Minutes, Instant Score
Question 1 of 1
FIELD VISIBILITY
Think about what actually happens in practice, not what is supposed to happen on paper.
We make calls and check a spreadsheet, and the answer is always a best guess
We check a system, but reps and ops both know it is sometimes out of date
We check one system everyone trusts, and the picture is current
TRANSFER CAPTURE
Field transfers are where most custody chain breaks originate. Be honest about what percentage get logged, and when.
It gets logged later from memory, if it gets logged at all
Someone enters it same day, manually, after the fact
It is captured at the moment it happens, every time, even offline
SYSTEM OF RECORD
A parallel spreadsheet is the most reliable sign that your system cannot handle how the field actually works.
Yes, and honestly the spreadsheet is the record everyone actually trusts
Yes, but only for edge cases the system cannot handle
No, one system holds everything and handles every scenario
LONAER KIT & BOM RECONCILIATION
Loaner return reconciliation is the single biggest driver of phantom replenishments, audit variances, and write-offs.
Someone physically checks it when they have time and notes any differences informally
The return gets marked received and someone reconciles it later, by hand
The system compares what came back against the BOM, flags missing and excess items, assigns responsibility, and keeps the order open until resolved
Not applicable
OFFLINE & CONNECTIVITY GAPS
ORs, sub-basement sterile processing, and rural facilities mean no-connectivity situations are routine, not rare.
They text or call it in and hope someone logs it before the day gets away from them
They remember to enter it once they are back online, from memory
The system captures it locally offline and reconciles automatically when connectivity returns, without breaking the custody chain
AUDIT READINESS
Audit readiness is the clearest measure of whether the record is being maintained continuously or rebuilt on demand.
A week or more of manual reconstruction involving reps, ops, and finance
A few days of pulling records, chasing reps, and reconciling gaps
A same-day report pulled directly from the system without involving the field team
EXPIRATION AND E&O EXPOSURE
Expiration in the field is not a one-time event. It is a daily accumulation. The write-off just makes it official.
We find out when a rep flags it or a case gets cancelled, usually too late to redeploy
We run periodic reviews, but product still ages out between cycles
The system surfaces expiring inventory automatically with enough lead time to transfer or pull before it becomes a write-off
FINANCE & OPS ALIGNMENT
When finance cannot trust inventory numbers, they build their own buffers and larger reserves. That skepticism has a direct cost in how capital gets allocated.
No, they regularly disagree and each team runs its own version of the numbers
Usually, but there are periodic reconciliation sessions to get them aligned
Yes, one system, one record, both functions work from the same picture without separate reconciliation
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