Purpose Statement
This article explains how administrators manage existing Med Kits and their pouch configurations within the Medications module. In addition to updating kit information and pouch organization, administrators can activate, deactivate, duplicate, archive, or delete Med Kits as operational needs change.
Background Information
As agency operations evolve, Med Kits often require updates to reflect changes in apparatus assignments, storage locations, medication inventories, and organizational standards.
Administrators can manage the lifecycle of a Med Kit directly from the Med Kit List by editing, activating, deactivating, duplicating, archiving, or deleting kits. Some actions permanently remove historical data, while others preserve records for reporting and auditing purposes.
Every Med Kit includes a Main Pouch, identified as the Default location. The Main Pouch serves as the default destination for medications that are not assigned to another pouch. It cannot be deleted but can be renamed to match your agency's naming conventions.
If a Medication Form or an entire pouch is removed from the Med Kit configuration, existing medication inventory is not deleted. Instead, medications are automatically reassigned to the Main Pouch (Default location) until they are configured within another pouch.
Required Permissions
Users need the following permissions for the Medication Kit List:
- Read
- Update
- Create
- Delete
- Archive Med Kits â Required only for users who need to archive Med Kits.
Video
Step-by-Step Guide
1. Open the Med Kit List
- Select the First Due logo in the upper-left corner.
- Open the Medications module.
- Select Med Kit List.
Locate the Med Kit you want to manage.
Tip:
This article focuses on managing individual Med Kits and their pouch configurations. For information about navigating the Med Kit List, using filters, creating saved views, and other list functions, see Navigating the Med Kit List. For information about duplicating, assigning, or managing multiple Med Kits simultaneously, see Med Kit List Bulk Operations.
2. Review Available Med Kit Actions
Select the Actions menu (...) for the desired Med Kit.
The following administrative actions are available:
- Edit Pencil â Update the Med Kit configuration.
- Trash Can â Permanently deletes the Med Kit and all associated records.
- Check Mark â Return an inactive Med Kit to active status.
- X icon â Deactivate and remove the Med Kit from end-user workflows while retaining its records.
- Paper Icon â Creates an exact copy of a Med Kits configuration.
- Paper Box â Permanently archives the Med Kit from active use while retaining historical records.
See Step 3 for further information and how to perform each action.
3. Manage the Med Kit Lifecycle
Depending on your agency's operational needs, choose the appropriate lifecycle action.
Trash Can - Delete
- Permanently removes the Med Kit and its associated inventory history and count records.
- Displays a confirmation message before deletion.
- Cannot be undone.
- Med Kits containing current inventory cannot be deleted.
X Icon - Deactivate
- Removes the Med Kit from end-user workflows.
- Retains all historical records.
- Can be reactivated at any time.
Check Mark - Activate
- Returns an inactive Med Kit to active service.
- Makes the Med Kit available again for end-user medication workflows.
- Retains all historical records and previous configuration.
- Can be used after a Med Kit has been temporarily deactivated.
Paper Icon - Duplicate
- Creates a copy of the existing Med Kit configuration.
- Copies pouch names, Medication Forms, minimum values, and kit settings.
- Ideal for creating multiple Med Kits with the same configuration.
Tip: Duplicate a Med Kit
Use the Duplicate action when creating multiple Med Kits with the same configuration. Duplicating a Med Kit copies its pouch structure, Medication Form assignments, medication minimum (Min) validation values, and kit configuration, allowing administrators to quickly create standardized Med Kits without rebuilding each pouch individually. After duplicating, update the Kit Name, Kit ID, Location, or other kit-specific details as needed.
Paper Box - Archive
- Removes the Med Kit from active use.
- Retains historical records.
- Cannot be undone.
- Does not move or transfer existing medication inventory.
Info: Medication List Saved Views
Create a saved Med Kit List view that filters for Archived Med Kits. Archived Med Kits are removed from the default Med Kit List, making a saved view the easiest way to locate them when needed. When viewing archived Med Kits, the Delete action is the only available action. Archived Med Kits cannot be restored, edited, or otherwise modified.
For instructions on creating saved list views, see Create Saved Views in Medication Lists.
4. Edit General Kit Information
Select Edit to open the Med Kit.
Administrators can update:
- Kit Name
- Kit ID
- Manufacturer
- Model
- Location
- In Service Date
- In Service status
Updating the Location changes only the reference location. It does not move medication inventory between the Assets and Medications modules.
5. Manage Controlled Substance Settings
Administrators may update the Med Kit's controlled substance configuration.
Available options include:
- Enable or disable Controlled Substances Kit
- Change between Use Lock and Use Seals
- Rename the Med Kit as operational needs change
Warning: Sealed Med Kit Count Records
Once seal records exist, the configured number of seals cannot be changed. To use a different number of seals, duplicate the Med Kit, configure the desired seal quantity, and archive the original Med Kit.
Locks vs. Seals
6. Manage Count Requirements
Enable or disable Require Count? as operational requirements change.
If the Med Kit already participates in a Count Scheduler, review and update the associated Count Scheduler after changing this setting to align department workflows.
7. Rename the Main Pouch or Other Pouches
Select the Pouches tab.
To rename a pouch:
- Select the Edit (pencil) icon.
- Enter the new pouch name.
- Select outside the text field to save the updated name.
The Main Pouch may be renamed but cannot be deleted.
8. Add or Remove Pouches
To add a pouch:
- Select + Pouch.
- Enter the pouch name.
- Select outside the text field to save the name.
To remove a pouch:
- Select the Delete (trash can) icon.
Only manually created pouches can be deleted.
Important Note:
When a pouch is deleted, any Medication Forms removed from that pouch no longer have an associated validation rule. Existing medication inventory is automatically reassigned to the Main Pouch (Default location) until it is configured within another pouch.
9. Expand or Collapse Pouches
Select the arrow on the right side of a pouch header to expand or collapse the pouch contents.
Collapsing completed pouches provides additional workspace when configuring Med Kits with multiple pouches.
10. Manage Medication Forms
To add a Medication Form:
- Expand the desired pouch.
- Select + Medication.
- Select a Medication Form.
- Configure the appropriate Min value.
To remove a Medication Form:
- Select the Delete icon next to the Medication Form.
Removing a Medication Form removes the pouch configuration and its associated validation rule. Existing medication inventory remains within the Med Kit and is automatically reassigned to the Main Pouch (Default location) until configured within another pouch.
Important Note:
Each Medication Form can only be assigned to one pouch within a Med Kit. If a pouch requires multiple quantities of the same Medication Form, configure the appropriate Min value instead of adding the Medication Form multiple times.
11. Update Medication Minimums
Review each Medication Form within the pouch.
Update the Min value as operational inventory requirements change.
The Min value establishes the minimum expected quantity within the pouch. When inventory falls below this value, the system displays a validation warning. The warning does not prevent users from completing medication workflows.
12. Reassign Medication Forms to Another Pouch
Medication Forms can be reassigned between pouches during Med Kit management.
To move one or more Medication Forms:
- Expand the pouch containing the Medication Form(s).
- Select the checkbox next to one or more Medication Forms.
- Select Move to Pouch.
- Select the destination pouch.
- Confirm the move.
The selected Medication Forms are reassigned to the new pouch.
Tip:
Reassigning a Medication Form also moves its configured Min value to the new pouch. Future medication receiving and transfer workflows use the updated pouch assignment.
13. Reorder Pouches and Medication Forms
The Reorder button becomes available once the Med Kit contains three or more pouches.
To reorder the configuration:
- Select Reorder.
- Drag and drop custom pouches into the desired order.
- Drag and drop Medication Forms within a pouch to arrange them in the preferred sequence.
- Review the configuration from the end user's perspective.
- Select Update to save the changes.
The pouch identified as the Default location is locked in place and cannot be moved. Only custom pouches can be reordered.
Important Note:
Medication Forms can only be reordered while the Reorder feature is enabled. If you need to reorder Medication Forms, the Med Kit must contain three or more pouches before the Reorder button becomes available.
14. Save Your Changes
After completing all updates:
- Review the Med Kit configuration.
- Select Update.
The changes are immediately applied to the Med Kit.
Best Practices
- Use standardized Kit Names across similar Med Kits.
- Keep the assigned Location current as Med Kits move between apparatus or facilities.
- Duplicate Med Kits instead of recreating identical pouch configurations.
- Archive historical Med Kits instead of deleting them whenever historical records should be retained.
- Transfer medication inventory before archiving a Med Kit to prevent inventory from becoming inaccessible.
- Configure Medication Forms within the pouch where they are physically stored.
- Use meaningful pouch names that match the physical organization of the Med Kit.
- Review medication minimums whenever inventory requirements change.
- Organize both pouch order and Medication Form order to match how personnel access medications during emergency response.
- Review Count Scheduler assignments whenever Require Count settings change.
Troubleshooting & FAQs
Can I change the Kit Name or Kit ID?
Yes. The Kit Name may be updated at any time and does not need to be unique. The Kit ID may also be changed, provided the new value is unique.
Why can't I delete a Med Kit?
Med Kits containing current inventory cannot be deleted. Transfer the inventory to another Med Kit or Med Supply before deleting the Med Kit.
Should I archive or deactivate a Med Kit?
Deactivate temporarily removes a Med Kit from operational use while allowing it to be reactivated later. Archive permanently removes the Med Kit from active use and cannot be reversed.
Can I delete the Main Pouch?
No. The Main Pouch serves as the Default location for the Med Kit and cannot be deleted.
What happens when I delete a pouch?
Existing medication inventory assigned to that pouch is automatically moved to the Main Pouch (Default location). Medication validation rules for the deleted pouch are removed.
What happens when I remove a Medication Form?
Removing a Medication Form removes only the pouch configuration and validation rule. Existing medication inventory remains within the Med Kit and is reassigned to the Main Pouch until configured elsewhere.
Why can't I change the number of seals?
Once seal records exist, the configured number of seals cannot be modified. Duplicate the Med Kit, configure the desired seal quantity, and archive the original Med Kit.
Why can't I reorder Medication Forms?
The Reorder feature becomes available only when the Med Kit contains three or more pouches. Once enabled, administrators can reorder both custom pouches and Medication Forms. The Default location remains locked in place.
Does changing the Location move medication inventory?
No. The Location field provides a reference to an Assets location only. Medication inventory remains independently managed within the Medications module.