Purpose Statement

This article explains how to use bulk operations within the Med Kit List to manage multiple Med Kits efficiently. These tools allow authorized users to delete, assign, or change the status of multiple Med Kits, as well as duplicate an existing Med Kit to quickly create additional kits with the same configuration.

Background Information

Bulk operations help reduce the time required to manage Med Kits across an organization, particularly when multiple kits use the same configuration or need to be updated at the same time.

The primary Med Kit management operations covered in this article include:

• Bulk Delete – Permanently delete multiple Med Kits and their associated records.
• Bulk Assign To – Place multiple Med Kits into the same apparatus compartment, location storage, or Asset kit pouch.
• Bulk Change Status – Change multiple Med Kits to In Service, Out of Service, or Archived.
• Duplicate/Clone Kit – Create one or more copies of an existing Med Kit while retaining its pouch and medication configuration.

When a Med Kit should no longer be available to end users but its historical records need to remain available for reporting, archiving is recommended instead of deleting.

Required Permissions

To perform all functions covered in this article, users need the following permissions:

• Archive Med Kits – Allow
• Medication Kit List – Read, Update, Create, Delete
• View OOS Med Kits – Allow

It is recommended that users who perform these workflows also have the appropriate end-user permissions for medication events and Med Kits based on their role and responsibilities within the organization.

Video

Step-by-Step Guide

1. Navigate to the Med Kit List

• Select the First Due logo in the upper-left corner.
• Navigate to the Medications module.
• Select Med Kit List.

2. Select Med Kits for a Bulk Operation

• Locate the selection checkboxes in the left-hand column of the Med Kit List.
• Select the individual Med Kits you want to manage.
• To select all available Med Kits in the list, use the Select All option.
• After selecting Med Kits, the Trashcan and Bulk Actions options become available.

3. Bulk Delete Med Kits

• Select the Med Kits you want to delete.
• Select the Trashcan icon.
• Confirm the deletion when prompted.

4. Bulk Assign Med Kits

• Select the Med Kits you want to assign.
• Select Bulk Actions.
• Select Assign To.
• Choose the placement where the selected Med Kits should be assigned.
• Complete the assignment to place all selected Med Kits into the same selected placement.

Available placement types include:

• Apparatus compartments
• Location storage
• Kit pouches from the Assets module

5. Bulk Change Med Kit Status

• Select the Med Kits you want to update.
• Select Bulk Actions.
• Select Change Status.
• Select the appropriate status:
  • In Service
  • Out of Service
  • Archived
• Complete the status change for the selected Med Kits.

6. Prepare a Med Kit for Duplication (Optional but Recommended)

Duplicating a Med Kit is not located within the Bulk Actions menu. This workflow begins from an individual Med Kit.

Before duplicating a kit, review the source kit to ensure its configuration is correct.

• Locate the Med Kit you want to duplicate.
• Select the Edit pencil.
• Navigate to the kit's Pouches.
• Verify the following information is configured correctly:
  • Pouch names (i.e. - Default or main pouch)
  • Assigned medication forms
  • Minimum validation rules
  • PAR level requirements

The duplicated kits will inherit this configuration. Reviewing the source kit first helps prevent configuration errors from being copied to multiple new kits.

7. Duplicate or Clone a Med Kit

• Return to the Med Kit List.
• Locate the Med Kit you want to duplicate.
• Select the Ellipsis (...) menu for the kit.
• Select the Duplicate/Clone Kit option.
• Verify the source Med Kit displayed at the top of the duplication window.
• Enter the number of duplicates you want to create.

For example, if five apparatus use identical Med Kits and one kit has already been configured, create four duplicates instead of manually building the remaining kits.

8. Configure the Duplicated Med Kits

• Enter a unique Kit ID for each new Med Kit.

Each Kit ID must be unique and cannot match another Kit ID in the system.

• Enter or update the Kit Name.

Unlike the Kit ID, the Kit Name can match other kits in the system. This allows organizations to use consistent names such as "ALS Bag" or "ALS Kit" while maintaining unique Kit IDs.

• Select the appropriate placement for each new kit.
• Review the information for each duplicate.
• Select Save.

Available placements include:

• Apparatus compartments
• Asset kit pouches
• Location storage

The new Med Kits retain the source kit's configuration, including:

• Pouch names
• Main/default pouch configuration
• Medication forms
• Minimum validation rules
• PAR level requirements

This workflow reduces setup time when deploying multiple identically configured Med Kits across an organization's fleet.

Best Practices

• Archive instead of delete when a Med Kit is being removed from use but its historical records should remain available.
• Use bulk deletion cautiously. Deletion is permanent and removes the records associated with the Med Kit.
• Remember that Med Kits containing current inventory cannot be deleted.
• Verify all selected Med Kits before completing a bulk assignment or status change.
• When using Assign To, confirm the selected apparatus compartment, location storage, or Asset kit pouch is appropriate for all selected kits.
• Before duplicating a Med Kit, review its pouch names, default pouch, medication forms, and minimum validation rules.
• Use consistent naming conventions for Kit Names and Kit IDs.
• Remember that Kit IDs must be unique, while Kit Names can be reused.
• Use duplication when multiple apparatus or locations require identically configured Med Kits rather than recreating each kit individually.

Troubleshooting & FAQs

Why can't I see the Bulk Actions options?

Select one or more Med Kits using the checkboxes in the left-hand column. The applicable bulk management options become available after kits are selected.

Why can't I delete one of the selected Med Kits?

A Med Kit cannot be deleted if it currently contains inventory. Review the inventory associated with the kit before attempting to delete it.

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

Archive the Med Kit when historical information needs to remain available. Archiving removes the kit from end-user use while retaining its records for reporting and historical review. Delete only when the Med Kit and its associated records should be permanently removed.

Where can multiple Med Kits be assigned using Bulk Assign To?

Selected Med Kits can be assigned to supported placements such as apparatus compartments, location storage, or kit pouches from the Assets module.

Is Duplicate/Clone Kit located under Bulk Actions?

No. Duplication is accessed from the Ellipsis (...) menu for an individual Med Kit.

What information is copied when I duplicate a Med Kit?

The duplicated Med Kit retains configuration from the source kit, including its pouch names, default/main pouch, medication forms, and minimum validation rules.

Can duplicated Med Kits use the same Kit ID?

No. Every Kit ID must be unique.

Can duplicated Med Kits have the same Kit Name?

Yes. Kit Names can be reused, which is useful when multiple apparatus have identically configured kits with a common name such as "ALS Bag."

Why should I review a Med Kit before duplicating it?

The duplicate inherits configuration from the source kit. Reviewing pouch names, medication forms, minimum validation rules, and the default pouch before cloning helps ensure configuration errors are not copied to multiple new kits.