1. Navigate to the Med Kit List

• From the Medications module, select the First Due logo in the upper-left corner.
• Select Med Kit List.

The Med Kit List opens using the view currently set as your default.

2. Select, Favorite, or Pin a View

Select the View dropdown to see the available list views. Views may be organized into:

• Favorite Views - Views marked as favorite with the Star icon
• Predefined Views – Views provided by First Due
• Custom Views – Views created by your organization
• Shared With Me Views - Views created by others shared with logged in user

Use the Star icon to favorite a view. Favoriting a view adds it to your Favorite Views for your user account.

Use the Pin icon to set a view as your default. The pinned view automatically displays when you access the Med Kit List.

Favorites and default view selections apply to your individual user account.

3. Manage Custom Views

Select the Ellipsis (⋯) next to the view selector to access available Custom View options, including adding, editing, or cloning a Custom View.

These options are permissions-based and may not be available to all users.

4. Organize and Sort Columns

Use the column headers to adjust how information is displayed.

• Drag and drop supported columns to temporarily rearrange them.
• Select a column title to apply a sort order.
• Select the column title again to reverse the sort order.
• Continue selecting the column title to return it to its default sorting state.

Columns with a Pin icon cannot be rearranged.

5. Search for a Med Kit

Use the Magnifying Glass icon to perform a keyword search when you need to locate a specific Med Kit.

Enter the applicable search criteria to narrow the displayed list.

6. Filter the Med Kit List

Select Filter to narrow the list using the available filter options.

Filters can be used to locate kits based on information such as:

• Kit details
• Kit type
• Placement
• Status
• Other available Med Kit fields

Use the available options to Apply or Reset your filters as needed.

7. Pin the Filter Panel

Select the Pin icon within the filter panel to keep the filters accessible while adjusting the Med Kit List layout.

Pinning the panel allows you to continue viewing and accessing the available Actions while applying or resetting filters.

8. Use Bulk Actions

Bulk action options are available across the top of the Med Kit List for performing actions on multiple kits.

Select the applicable Med Kits using their checkboxes before choosing the appropriate bulk operation.

9. Create a New Med Kit

Select + Med Kit to begin creating a new Med Kit.

10. Review Med Kit Type and Status

The Med Kit List uses visual indicators to provide information about individual kits.

Color-coded icons identify whether a kit is associated with:

• CS – Controlled Substances
• Non-CS – Non-Controlled Substances

The list also displays whether a Med Kit is currently In Service or Out of Service.

When applicable, an Out of Service Reason may also be associated with the kit.

11. Access Individual Med Kit Actions

Use the Actions column to manage an individual Med Kit.

Select the Ellipsis (⋮) for a Med Kit to access additional available actions. Depending on the Med Kit and your permissions, actions can include:

• Pencil icon – Edit the Med Kit
• Trashcan icon – Delete the Med Kit
• X icon – Deactivate the Med Kit
• Checkmark icon – Reactivate a deactivated Med Kit
• Duplicate icon – Duplicate the Med Kit
• Archive icon – Archive the Med Kit

The actions available for deleting and archiving Med Kits are different. See Step 12 or Step 15 below for additional information.

12. Delete a Med Kit

Select the Trashcan icon for the applicable Med Kit and confirm the deletion when prompted.

If the Med Kit contains current medication inventory, the kit cannot be deleted. After confirming the action, an error notification displays indicating that the Med Kit was not deleted because inventory remains associated with it.

The existing inventory must be moved from the Med Kit before attempting to delete the kit again.

13. Deactivate or Reactivate a Med Kit

Select the X icon to deactivate an active Med Kit. A confirmation prompt appears before the Med Kit is deactivated.

Once a Med Kit is deactivated, the Checkmark icon becomes available. Select the Checkmark to reactivate the Med Kit.

Activation status controls whether the Med Kit is available within the end-user view for applicable inventory workflows.

14. Duplicate a Med Kit

Use the Duplicate action when you need to create another Med Kit based on an existing kit.

Duplicating can be especially useful when creating multiple Med Kits that require identical or similar configurations.

15. Archive a Med Kit

Select the Archive icon when a Med Kit should be removed from active use while retaining its records.

Archiving is recommended instead of deleting when historical Med Kit information needs to remain accessible.

If the applicable List View is configured to display archived Med Kits, archived kits remain visible in the Med Kit List. When an archived Med Kit is displayed:

• The Status column displays the date the Med Kit was last edited.
• The Is Archived column indicates that the Med Kit is archived.
• The Actions column only allows the Med Kit to be deleted. Other Med Kit actions are no longer available.

Archived Med Kits can be located using an applicable Custom View or filters that include archived kits.

16. Adjust Pagination

If your organization has a large number of Med Kits, use the pagination options at the bottom of the Med Kit List to adjust how many kits are displayed at one time or to navigate between pages.

17. Export the Med Kit List

Use the CSV download option to export the displayed Med Kit List.

The export can be used as an ad hoc reporting option. For example, you can configure a List View to display your organization's controlled substance Med Kits and then download that list as a CSV file for reporting or review.

CSV List Example

Best Practices

• Favorite frequently used List Views to make them easier to locate.
• Pin the List View you use most often so it automatically displays when you access the Med Kit List.
• Use filters and Custom Views to quickly locate specific groups of Med Kits.
• Use sorting and column rearrangement to prioritize the information most relevant to your workflow.
• Use duplication when creating multiple identical or similarly configured Med Kits.
• Archive Med Kits instead of deleting them when historical records should be retained.
• Remember that archived Med Kits can be displayed through applicable List Views or filters, but their only available action is Delete.
• Delete Med Kits with caution because deletion is permanent.
• Move any current medication inventory before attempting to delete a Med Kit.
• Configure the list using the appropriate view, search, filters, and sorting options before exporting to CSV when you need an ad hoc report.

Troubleshooting & FAQs

Why does the Med Kit List always open to a specific view?

That view is likely pinned as your default. Select a different view and use the Pin icon if you want to change the List View that automatically displays when you access the Med Kit List.

Why don't my favorite or pinned view selections affect other users?

Favorite and pinned view selections are specific to your individual user account.

Why can't I add, edit, or clone a Custom View?

Custom View management is permissions-based. Your assigned permissions may not allow you to perform these actions.

Why can't I rearrange the Kit Name column?

The Kit Name column is pinned and cannot be rearranged. Other supported columns can be temporarily repositioned by dragging and dropping them.

Why can't I delete a Med Kit?

A Med Kit with current medication inventory cannot be deleted. Move the inventory from the Med Kit before attempting the deletion again.

What is the difference between deactivating and archiving a Med Kit?

Deactivating a Med Kit removes it from the end-user view for applicable inventory workflows but allows it to be reactivated later.

Archiving removes the Med Kit from active use while retaining its records. If an archived Med Kit is displayed in an applicable List View, its only available action is Delete.

Should I delete or archive a Med Kit that is no longer needed?

Archive the Med Kit when its historical records should remain accessible. Deleting a Med Kit is permanent and should be performed with caution.

How can I find an archived Med Kit?

Archived Med Kits can be displayed when the applicable List View or filters are configured to include archived kits. When displayed, an archived Med Kit shows its last edited date in the Status column, is identified as archived in the Is Archived column, and only provides the Delete action.

Why can't I edit or perform other actions on an archived Med Kit?

Archived Med Kits only provide the Delete action from the Med Kit List. Edit and other Med Kit management actions are not available for archived kits.

How can I create several identical Med Kits?

Use the duplication functionality to create Med Kits based on an existing kit. This is useful when multiple Med Kits require the same or similar configurations.

How can I export a specific group of Med Kits?

Configure the Med Kit List using the appropriate List View, search, filters, and sorting options, and then use the CSV download option to export the displayed list.