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IMP Configuration

Configure the IMP (Investigational Medicinal Product) module for supply chain, products, warehouses, and inventory management.

Last updated: 04/14/2026

Overview

The IMP module manages investigational medicinal products and trial supply. Configure it from Home → select your study → IMP.

Configuration URL: https://[instance]/home/study/[studyId]/apps/imp


IMP & Supply Chain Configuration

Watch
Video walkthrough of all IMP configuration sections

IMP configuration page top — Supply Chain and Unit of Measure sections

Click Edit to configure the core supply chain settings:

FieldOptionsDescription
Is the Supply Chain function enabled?Yes / NoEnables the supply chain module for this study
Purpose of useRandomization, PSP (Patient support program)Determines which IMP workflows are available
TrackingBy LotsHow product inventory is tracked
Expiration dateYes / NoWhether expiration dates are collected for lots
tip

If you set Purpose to Randomization, the Randomization module must be fully configured before you can add products. Additionally, Randomization mode supports only one (1) investigational product per study. Use PSP (Patient support program) for non-randomization dispensing workflows or for studies requiring multiple products.


Unit of Measure Categories

Define measurement categories and their units (e.g., Tablet → Tablet, Vial → mL). Click Add Unit of Measure Category to create a new category.

ColumnDescription
Category nameName of the measurement category (e.g., Tablet)
Unit of MeasureUnit within the category (e.g., Tablet)
Created On / Last Updated OnTimestamps

Click View all to manage the full list.


Products

Manage investigational products used in the study. Click Add Product to register a new product.

Randomization mode — 1 product limit

When Purpose of use is set to Randomization, CDS supports only one (1) investigational product per study. Attempting to configure more than one product is not supported in this mode. For multi-product studies, set Purpose to PSP (Patient support program).

ColumnDescription
Product nameName of the investigational product (with optional thumbnail)
Default unit of measureUnit used for this product (from Unit of Measure Categories)
BarcodeBarcode or scan code for the product
Created On / Last Updated OnTimestamps

Click View all to manage the full product list.


Manage Warehouse

Warehouse list, Physical Inventory, Products in CRF/Event, and Attachment sections

Enable the Manage Warehouse toggle to activate warehouse functionality. Click Add Warehouse to register a new warehouse.

FieldDescription
Warehouse nameFull name of the warehouse (e.g., SITE-01 Pharmacy)
Short nameAbbreviated identifier (e.g., SITE01-PHARM)
Phone numberContact phone for the warehouse
EmailContact email address
AddressPhysical address of the warehouse
note

A Central Depot warehouse is automatically created when the IMP module is first enabled for a study. It cannot be deleted and serves as the top-level distribution point.

Click Edit next to Collect Wasted Reason for Warehouse to configure whether and how waste reasons are recorded at the warehouse level.

Click View all to manage the full warehouse list.


Physical Inventory at Sites

Enable the Physical Inventory at Sites toggle to allow site-level inventory tracking and reconciliation.

When enabled, an additional Collect Wasted Reason for Site option appears. Click Edit to configure waste reason collection at site level.


Products in CRF/Event

Link products to CRF events so that dispensing is recorded within eCRF forms. Click Add Event to associate an event with dispensing of specific products.

info

In PSP (Patient support program) mode, this section is labeled Products in CRF/Event.
In Randomization mode, this section is labeled Dispensing Medication for Randomization.


Attachment

Enable this section to collect files (invoices, dispensing logs, etc.) alongside medication dispensing records. Click Edit to configure.

Each attachment field can be set to Required, Optional, or Not used. A custom label can be provided when the field is enabled.

FieldDescription
Collect attachment filesMain toggle for file uploads; set custom label (e.g., Dispensing Log)
Document dateDate of the attached document
Document codeReference or document code
Document noteFree-text notes about the document
Document typeClassification of document type