HEALTHCARE SUPPLY CHAIN MANAGEMENT CHECKLIST: INVENTORY & PROCUREMENT

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--- DEMAND FORECASTING & PLANNING ---
[ ] Historical Demand Data (Units)
[ ] Forecast Revision Date
[ ] Forecast Accuracy Rate (%)
[ ] Forecasting Method Used (Simple Average, Moving Average, Exponential Smoothing, Statistical Modeling)
[ ] Assumptions & Factors Influencing Forecast
[ ] Safety Stock Level (Units)

--- INVENTORY LEVELS & STOCKOUTS ---
[ ] Current Stock Level (Item A)
[ ] Reorder Point (Item A)
[ ] Maximum Stock Level (Item A)
[ ] Stockout Risk (Item B) (Low, Medium, High)
[ ] Last Stockout Date (Item C)
[ ] Days of Supply (Item D)
[ ] Automated Alerts Enabled? (Yes, No)

--- SUPPLIER PERFORMANCE & CONTRACTS ---
[ ] On-Time Delivery Rate (%)
[ ] Order Accuracy Rate (%)
[ ] Response Time to Inquiries (Hours)
[ ] Contract Expiration Date Status (Within 3 Months, Within 6 Months, Within 9 Months, Beyond 9 Months)
[ ] Last Contract Renewal Date
[ ] Summary of Recent Performance Review
[ ] Supporting Documentation (e.g., Audit Reports)

--- PROCUREMENT PROCESS ADHERENCE ---
[ ] Purchase Order Approval Route Followed? (Standard Route, Exception Route, No Approval Required (Unauthorized))
[ ] Approved Spending Limit (USD)
[ ] Vendor Contract Used? (Yes - Existing Contract, No - New Contract Required)
[ ] Date of PO Approval
[ ] Required Approvals Received? (Department Head, Finance, Legal, Other)
[ ] Justification for Deviation (if applicable)

--- ORDER MANAGEMENT & TRACKING ---
[ ] Purchase Order Number
[ ] Order Placement Date
[ ] Order Status (Placed, Shipped, Received, Delayed, Cancelled)
[ ] Estimated Delivery Date
[ ] Tracking Number
[ ] Shipping Notes/Instructions
[ ] Carrier (UPS, FedEx, USPS, Other)
[ ] Actual Delivery Date

--- RECEIVING & INSPECTION ---
[ ] Purchase Order Number
[ ] Quantity Received
[ ] Condition of Packaging (Excellent, Good, Damaged, Compromised)
[ ] Description of Damage (if any)
[ ] Items Missing (if any) (Item 1, Item 2, Item 3)
[ ] Upload Photo of Packaging/Items (if damaged)
[ ] Lot Number Verified? (Yes, No)
[ ] Date of Receipt

--- STORAGE & HANDLING ---
[ ] Storage Area
[ ] Temperature (Â°C)
[ ] Humidity (%)
[ ] FIFO Rotation Status (Compliant, Needs Improvement, Non-Compliant)
[ ] Proper Containment Used? (Yes, No)
[ ] Last Inspection Date
[ ] Handling Comments/Observations

--- INVENTORY ACCURACY & CYCLE COUNTS ---
[ ] Cycle Count Date
[ ] Item Quantity on Hand
[ ] System Quantity on Hand
[ ] Discrepancy Found? (Yes, No)
[ ] Quantity Discrepancy (if applicable)
[ ] Discrepancy Explanation (if applicable)
[ ] Resolution Required? (Yes, No)
[ ] Resolution Notes
[ ] Cycle Counter Signature

--- WASTE & OBSOLESCENCE MANAGEMENT ---
[ ] Expiration Date of Item
[ ] Quantity of Expired/Obsolete Item
[ ] Reason for Obsolescence (Product Discontinued, Regulatory Change, Slow-Moving Item, Damage/Defect)
[ ] Detailed Description of Waste/Obsolete Item
[ ] Supporting Documentation (e.g., Expiration Report)
[ ] Disposal Method (Recycling, Return to Vendor, Secure Disposal, Other)
[ ] Notes on Disposal (if 'Other' selected)

--- SECURITY & ACCESS CONTROL ---
[ ] Access Levels Granted (e.g., Admin, Restricted) (Admin, Restricted, Read-Only)
[ ] Number of Authorized Personnel
[ ] Last Access Review Date
[ ] Authentication Method (e.g., Password, Biometric) (Password, Biometric, PIN)
[ ] Notes on Access Restrictions or Special Permissions

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