Table of contents
How can TraceLink enable pharmaceutical manufacturers, wholesale distributors, retail pharmacies, and healthcare dispensers to exchange EPCIS data, verify products, and manage exceptions ahead of the FDA’s November 27, 2023 DSCSA compliance deadline? Watch our DSCSA 2023 solution suite demonstration and you’ll find out. Here are four reasons to watch this on-demand webinar now:
- Get a firsthand look at how pharmaceutical manufacturers, wholesale distributors, and dispensers can seamlessly and interoperably exchange EPCIS data as products are shipped from a manufacturer to a wholesale distributor and finally to a pharmacy.
- See how pharmacies can manage serialized receiving and meet new compliance requirements with minimal impact on operations.
- Learn how to streamline suspect drug investigations to ensure products are safe to dispense.
- See how serialized product exceptions can be reported and resolved with real-time collaboration.
You’ll also see how pharma manufacturers can use TraceLink Serialized Product Intelligence to discover and address the root causes of exceptions that can lead to costly supply chain disruptions. Fill out the form on this page to watch the webinar now!
Transcript
Dan Walles: Good morning everyone and thank you for joining us again in our continued series on DSCSA 2023. I am happy to be joined by a group of my colleagues here at TraceLink from our Solution Consulting Organization, Anurag Nagpal, Christine Kearns, Rich Basile, and Paul Dionne.
Today we are really excited to share with you a product demonstration that really encapsulates the end-to-end process for what we have to accomplish for DSCSA in 2023, so we are excited to show you product capability.
Much of this capability has already been deployed and commercialized into the market. As we move into 2023, we're continuing this series with showing live functional product and capability, and using that to further our education to you about your requirements related to 2023.
With that, let's jump into it. First, our disclaimer. I'll give you a few moments to read the disclaimer information there. Key takeaways, as I had mentioned, today is all about demonstration.
What we want to be able to show is the end-to-end use case for shipping from a manufacturer to a wholesale distributor, and then, ultimately out to a dispenser. This is the exchange of EPCIS transactions.
In addition to that, we'll show verification. We touched upon this a little bit in our last webinar. We'll show how our verification service works in the context of suspect product investigations or other product exceptions that you might have. Then, we'll also talk about exception management.
As many of you are aware, this is an artifact of item-level traceability, the need to be able to detect and then collaborate with members of the supply chain to ultimately reconcile exceptions that are happening related to item traceability in DSCSA. We're excited about some product capability that we're bringing to market in that area.
Before we get started, let me provide a little bit of insight into where we are in the webinar series. As I had mentioned previously, this is a part of the Deep Dive thread that we're making available to across all segments, manufacturers, wholesalers, and dispensers.
We've touched upon the standards. We've also looked at how you can leverage your investment in DSCSA to advance your supply chain digitalization initiatives. Last time we looked at, what compliance would look like on the TraceLink Opus platform. Lucy Deus took us through some of the new developments that we have going on there.
Today, we want to wrap this up with a real live product demonstration of our capabilities. This series continues to move step by step through the learning process and customer journey as we work together towards this deadline that's approaching us pretty rapidly in November of this year.
To recap a little bit about where we are as a company, we've covered this a little bit before in the past and I'll call out a couple of key items as you start to kick off, for many of you, your DSCSA projects. A number of you are also in flight with your projects, but a couple of key things for us to recognize.
One is TraceLink's position in the marketplace as a proven solution provider. We have over 1,300 customers that we manage today. The majority of those partner with us for multiple solutions, but specific to what we're talking about today, partner with TraceLink for solutions around DSCSA.
The other area that I'll call out is this concept of a network. We continue to hone in on this differentiating factor of TraceLink. One item that you see here, 339,000 active network ServiceLinks. What these are, are integrations that have been established between our customers and their partners, whether that customer is a manufacturer, a wholesale distributor, or a dispenser.
These are the ServiceLinks that we're using today to communicate primarily the lot-level traceability information for DSCSA. These same service lengths are what we'll be using to communicate the EPCIS information for our customers.
I think the message here is that if you're an existing customer today, you're already halfway there in terms of your implementations and onboarding your partners. If you're not a customer with TraceLink today, you have the benefit of stepping into a thriving network, where we've gone through the heavy lifting of onboarding and integrating a vast majority of the US drug supply chain.
Then as you look at serialization, specifically, our experience and just managing serialization in the overall scale that serialization introduces in terms of not just data storage, but transactional processing, is something that we have a lot of experience in. Lastly, I'll call out this third column here is our employee base.
This is where I think we're highly differentiated from a number of solution providers in the market, in terms of the people that we have dedicated to servicing our customers, whether it be on the R&D side and bringing new capability to the market, or within our services organization, whether it be your implementation project managers, technical support, and our network success team which is unique to TraceLink.
This is the group that represents you to our partners and represents your trade partners to you across the network. What we do see happening in the supply chain is this move towards supply chain digitalization. If you look at what we are doing with DSCSA is we are essentially digitalizing the US drug supply chain.
This is on the agenda within executive-level discussions in every organization that we talked to whether it's a manufacturer, a wholesale dispenser, or a health system or retail pharmacy is how can we get better control over the supply chain.
It's become a business imperative, whether it be traceability initiatives, transparency initiatives, sustainability, visibility, and collaboration. That's ultimately what we are pursuing. We want to try to continue to tie the investments that you're making in DSCSA to address these larger business initiatives that are going on within your organization.
What that leads to is the need for us to take a step back and look at what we are trying to do when we talk about supply chain digitalization and what we need as capabilities and functionality within our organizations. This is where we've coined the term the Internet of supply chains.
Which is designed around linking people, processes, systems into the enterprises, into this collaborative network, where we can not just exchange information, but drive intelligent business decisions. What that starts with is this ability to be able to create these digital networks. We have worked with you in the industry over the past 15 years in creating a digital network for compliance.
We've been able to share those processes and applications across the network in terms of exchanging serialization data, helping companies communicate and collaborate across functionally. What is unique to TraceLink is our ability to do this on a network and drive the industry to a common data model.
What that has resulted in is this incredibly clean and actionable data set that represents the movement of product in the US supply chain as well as in other global markets. That now starts to drive our ability to develop what we refer to as collective intelligence from across the network. This leads to things like being able to execute digital recalls more rapidly, being able to detect drug shortages, with far more notice than industry is capable of doing today.
That has led to the formulation of our platform, this Internet of Supply Chains Applications and Solutions Suite which is rooted in this digital supply network. This network that we have today of over 280,000 different entities, representing not just the US supply chain, but also the global supply chain.
In providing the tools, whether it'd be network administration, this integrate once interoperate with everyone. B2B connectivity that we provide catalogs in terms of how we map data and do data translation.
Then areas that we're starting to build out now, this low-code application development environment, in solution designer, so that you can start to tailor and customize solutions to your specific needs. Then, a plug-in framework, expanding our API catalog to allow you to integrate the Opus platform further into your business processes.
Now at the top here, we've been spending a lot of our time talking about these two left-hand boxes, serialization and traceability, and regulatory compliance specifically DSCSA. What you'll start to see is that, these areas here are taking advantage of advancements we're making in other parts of our business around better supply chain collaboration.
Today, we'll talk to you about a product called Supply Chain Work Management for managing exceptions. Network applications which is what our VRS capability is, the ability to be able to verify product identifiers, distribute master data across the network.
Then moving into collective intelligence, which is around product availability, detecting drug shortages. Then ultimately where we're trying to get to is, help our customers orchestrate processes across a network and do that digitally.
Most notably cell and gene therapy orchestration is bringing a unique use case to many of us in the supply chain and this is something that we're investing pretty heavily in.
The reason we feel that we have the experience is, we've been executing this strategy now for 20 years, when you look at TraceLink and then our predecessor company SupplyScape. Focusing in and developing this Global Case Study for what is Internet of Supply Chains.
Right now, we're focused on compliance and traceability, but expanding that into other commerce business processes, whether it'd be PO processes or inventory processes, and doing that through this existing network that we've been able to put in place.
We believe we have that foundation for that Internet of Supply Chains and now we're continuing to expand that through the item traceability requirements of DSCSA, as well as digitalizing other business processes across the supply chain.
With that, I'll hand it over to my colleagues which will start the setup for the demonstration that they're going to take you through today in terms of the end-to-end processes. Rich.
Rich Basile: Thanks Dan. If you can go to the next slide. I appreciate you doing the great setup for us, but I wanted to go a little bit more into what we'll be showing you today. What we're going to be looking at is, a demonstration of how we provide the tools for you to be 2023 compliant.
I have to thank my colleague Christine who's also on here, because she reminded me that we've been saying 2023 for a while. We are in 2023 now which makes this even more urgent, so we need to rephrase that as November. Forgive me if I continue to refer to 2023.
What we're going to do is, we've got basically virtual supply chain that we have set up, and that supply chain consists of our manufacturer running pharma.
We will be passing the data in the terms of a shipment data over to our wholesaler Joyce Drug, who'll then manage that within their warehouse and pass that data to our dispenser County Medical.
Then we'll pass the baton over to Paul, who's going to look at incident management with the Supply Chain Work Management application that Dan mentioned. We're going to take you from the manufacturer's point of view, all the way through the wholesaler to the dispenser.
For brevity sake, we're not going to try to duplicate a lot of things, a lot of the things are similar processes. They had in the warehouse at a wholesaler similar to that and a manufacturer. We're going to focus on specific aspects of 2023 at each one of our stops.
Our first stop is going to be at the manufacturer, we're ready in pharma. We're going to show you how to configure your current system that is now set up to do the P3 or lot level compliance information to be ready for the serialization data in the form VPCS that needs to be sent downstream.
At our wholesaler, we're going to take that data and not only receive it, but we're going to manage serialization within the warehouse, then create a shipment, a serialized shipment, and using our scanning device smart inventory tracker, and then pass all that down to Christine.
She's going to be able to as a dispenser, go over receiving strategies. She's also going to look at in terms of verification and exception handling, which is when she'll pass it off to Paul who will then show you how we can handle those multi-enterprise exceptions. The complexity, the 2023 adds to the supply chain are bound to crop up.
You go to the next slide please, Dan. We're going to use some terms and refer to some of our modules, and that I know not everybody is a TraceLink customer. I wanted to give you a heads up in what we're going to be talking about and what they do, what the modules are.
If you look at the top, there is two PIM, product information manager modules. The master data sharing, but more important is the verification module that Christine is going to be using from the dispenser side to verify the units and serial numbers.
Below that on the right hand side is Serialized Operations Manager. That's our core repository. That's how we manage, maintain, and utilize that to feed our compliance modules with the information they need to provide the compliance data to you. In this case go down stream.
The next one over, if you go across on the bottom to your left is product track, that is our US compliance module. We certainly have a separate compliance module for the EU, Russia, etc., etc., all the geographies that require it. They all have different capabilities and different business rules baked into it.
The unique thing is we're modular in that respect. You don't have to change your serialization process. You don't have to affect some to go to other geographies. You simply add on and bolt on the new compliance module.
Then down at the bottom, there's Smart Inventory Tracker. Smart Inventory Tracker is Android-based software for scanners. It gives us the advantage of being able to be natively integrated into our system. Think of Smart Inventory Tracker or SIT because we have to have a three-letter acronym for everything. SIT is a very intelligent mobile interface into your TraceLink system. That's the high-level view of what we're going to be talking about.
Now let's move over and get into the demo. There are basically three ways you can hit one of the key elements of that compliance requirement, which is the sending of EPCIS data downstream. Let's take a look at what you have to do if you're currently a Product Track subscriber and you're using Product Track to send out your T3 or lot-level data.
All you have to do is go in as a company administrator and go down to the bottom two workflows, which I've done, manage your workflows and go to the Product Track workflow.
If you scroll down, there's a generate shipment EPCIS workflow. Check that box, and frankly, at this point for our subscribers who are using this for T3s, you are now linked to send that data downstream to your customers into their Product Track portal that is accessible by them at any point in time.
However, if you're a Product Track subscriber not currently using it for T3s, there's only a little bit more you have to do. What you have to do is go over to the service links and link these customers of yours into the TraceLink network.
The fact that 280,000 entities are already in that network, there's a good likelihood they already are. What we are going to ask you to do is to go to this arrow here, and you can see you can just upload a CSV file of your customers with basic customer information, and we will then connect them. If they're not already members of the TraceLink network, we will connect them to that network.
Let me show you how simple it is. Once you get here, do a search and I find that doing a hotkey search of all my members of my network, I can see that my service link status for these folks are linked.
I am all set and now I can send them that EPCS data now that I've checked that box. If in fact, they're not members of the network, that's fine. Our network success team will reach out to them, onboard them onto the network, and the next time you check this through when you do this search, they will probably show up as linked.
You have no other responsibility. You'll notice that at no point in time, did the customer have to respond. They are basically, automatically onboarded onto the network.
This is very important particularly for those for you who have a lot of customers and long tail of customers chasing them down, because it's your job to be compliant, your requirement to be compliant, just make that information available.
You don't have to chase them down to make sure they've accepted the invitation, so you're all set. Now all I have to do is set up the shipments to go as serialized shipments. One of the things I did mention that there are three ways.
The second way is a B2B connection. Some of the larger customers may in fact want to have a B2B or system-to-system connection. It's something we do today with some of our major customers and it's something we do on a regular basis.
We would be happy to help you with this. We recommend that you use a professional service engagement to do the first one. They'll show you how and leave you with a kit to enable you to add as many as you want.
Now that we've got you all set up either in a B2B connection or in the more common way into the TraceLink product track portal, how do we set up our shipments to make sure they go out the right way?
For those of you who are using TraceLink to send the T3 data, this should be a familiar set of screens. I'm showing you these screens, but more often than not, these are populated through an API, an application programming interface directly with your ERP or WMS system, whatever your shipment and receiving systems of records are.
For those of you who do a lot of shipments, that would be the way I'd recommend it to go. You have the option to use the APIs with system integration. Again, that's something I think you want to involve your professional services team to set up for you.
Now here there is that serialized lot. For each one of the products, I want to check that box if they're a serialized lot. Product track will know to go into serialized operations manager or repository for serial numbers that I'll show you in a second, and find the comparable order and pull that data. If you notice here, the delivery numbers up here is PM010623.
Now let's go over to Serialized Operations Manager, because this is the repository. This is where you're going to include your serial numbers. Again, we have the same delivery number, and they have to be the same because that'll help us understand what product is going to be pulled in and what serial numbers, the same ship tos and ship froms.
The difference here is I take a look and now, I've added these products. Again, similar way but one last step, I've added the serial numbers. This one I've done manually, it can be done with our scanning devices. We'll get a little bit more to that when we show a similar process and the warehouse and the wholesalers, but I'm all set to go.
Then my next step would be either through the API or in this case, the user interface. I just click submit, and I've got that product started. Well, it's not required. You can always monitor the progress of your shipments by going into product tracking, go into view transaction exchanges.
If you see here is our PM010623 delivery. It gives me some basic information here. Now if I click on this, it will take me to even a greater set of information. Again, here are my products.
If I wanted to, I can either view or download the serial numbers or as a CSV file. Even more interesting is I can go to info exchange. Info exchange is the actual vehicle we're using to send out this data. If I go to my info exchange, I can see that it's been received and shipped. Click on here.
This will take me to my EPCIS file. And so, you can see exactly what EPCIS data has been shipped downstream. Let me know if you'll notice, for those of you who love EPCIS and XML, here's all the information.
We do an EPCIS 1.2 in this case, although we do support 1.0 as well and we will be supporting 1.3 when it comes out. If you can see it's all the ship to all the information that you need to see. Then we start getting into the serialization as well as the aggregation hierarchy.
This is going to be critical downstream because this will allow, as you'll see in a couple minutes, how the wholesaler with just a simple, not level high-level scan can receive all the serialized information that they need.
Let's go over and leave us for a minute. We finished the manufacturer's portion. Now, we're going to give you an opportunity to ask your questions and we have a question for you as well.
[pause]
Dan: Now we're going to go into our next step on our supply chain journey. We're going to move from reading our manufacturer. The shipments now arrived in the wholesaler, Joyce Wholesaler. As you could see, in product track, their version of it, as well as your customers who are using the portal, it will look something like this. As you can see the delivery numbers listed twice.
That's because there are two data streams needed today. One is the T3 data, the lot level data that is the compliance requirement today, but also because we're focusing on the 2023 requirements, we have the EPCIS shipment.
Frankly, we're doing these today and have been for over a year now because a number of our wholesalers have requested it as some of our larger dispensers. Let's take a look at this delivery number. Now, let's take a look at the transaction for the EPCIS data.
We click on this I and just like last time in the manufacturers environment, it takes us to a little bit more detailed here to show you exactly what was shipped. Then we can go to info exchange. Once again, we can download the EPCIS data. One of the things you'll notice is it's exactly the same.
This is critical that everybody has to be on the same page. It's going to be the same version of EPCIS in this case, because that's what this recipient wanted. They wanted version 1.2. In addition to that, if you can go through, this should look a little bit familiar to you folks from a couple minutes ago. It's all this delivery data, all the serialization data in all the aggregation hierarchy. This is critical.
When we get to our warehouse portion, this is going to allow us to use our scanner, smart inventory tracker that's natively integrated into our system to do a high-level scan at the palette level and receive everything in from that simple scan at the palette level.
That's one of the real values of sending the EPCIS data and the aggregation data. Let's go and let's start taking a look at the warehouse level because that's where we want to focus for the wholesaler because that's where the biggest changes are.
We've got here that should be familiar PM010623, that's our delivery number. Here we have a mirror of your smart inventory tracker user interface. One of the ways to think of smart inventory tracker is very intelligent, highly mobile user interface into your serialization system, because now I can do all the information I need.
What we need to do is now if you're going to have it on a barcode, which is the easiest way it's just a font, in your documentation, either on the screen or on a piece of paper, or I could enter those numbers in. If you type like I do, you want to have it on a barcode.
Let's go to receive it and all I have to do is scan that receipt. Now that I've scanned that receipt, it's going to ask me what's been delivered. Each one of these, this being my pseudo receiving doc, is going to have a barcode where it's a palette with cases under those palettes and whole bunch of eaches under each and every one of them.
Let me start by scanning by taking this palette, ALC that the quantity of 32 has been added. Let's go to this palette. 32 more have been added. Then finally to this palette. I'm going to receive and it's going to ask me is this quantity expected? The answer is yes.
I've received and that full order has been received. What is going to happen is, a couple of things because if you're integrated with your ERP system, it's now going to take the serialization data and say the serial numbers have been changed from receipt pending to available.
It's also going to send a trigger to your ERP system and let ERPs do what they do best. Which is say, we have now received an incrementally increase your inventory by the amount we've received. Make sense? Great.
It's one of the most common things we find, is a little bit of management within the warehouse in terms of serial numbers. You receive it as a palette, but you may want to break it down. Let's go to some of the things you can do. One of them is manage your containers.
I want to take an existing container, in this case, the flumed palette. It's going to give me a couple of options. It's going to say, I can remove all the cases in this case, a child count of four, or I can remove them one at a time. Let's take advantage of the speed of removing all the cases and totally disaggregate this palette.
The child count drops to zero. I hit submit, and now if I did a status on that palette, it would say that the trail count is zero. We could also do some things too that may occur within that warehouse. One of them is decommissioning. In the event something happens to a case or at each, you may want to decommission it.
Let's take a look at one of the other things you can do and it's update the serial number status. When I do this, I can then pick from the down arrow decommission. It's going to ask me, what is my reason for decommissioning?
Let's say somebody needed a sample, it's been sample. Let's take that case and we're going to sample that entire case. It's available in commission now, but if I submit, are you sure you want to decommission it?
By doing it at the case level, all the eaches have also been decommissioned, so I can go back. Decommissioning the US allows you to recomission if required, but at least we've got that case decommission. What I've done is, I've used my scanner and quickly received three palettes of product.
I've decommissioned a case. I've deaggregated an entire palette, so those four cases were now free to be either shipped or in one case decommissioned. Let's go to how do we take it from here and send it downstream to our supplier. Let's go to shipping.
As you can see, here's our shipment, BB010923, and I've got the barcode. Let me hit ship. It's going to ask me to put that delivery number in. It's going to give me a chance to take a look at it and make sure that I know exactly what I'm shipping.
It gives me an ID number, a PO number, a date, and these are the quantities and items that I'll be shipping. Let me hit ship and let me pull up the different items. Here's Tacofino, is the one with 32, and it's already been aggregated up to an SSCC, so we have four cases in the tote.
Let me get that. It'll show me it's 32 out of 32. We're going to go to the other product, which is flumed, and there's cases of eight. I've got eight of eight. Is this the expected quantity? Yes, it is, so I'm going to hit ship and it's on its way.
Once again, if it's an integrative process, is going to go to your ERP system until your ERP system that is ready to ship. The ERP system is then going to decrement the quantity and it will ship out through product track. I think we're all set, and now I'll be passing the baton over to Christine a County Medical.
[silence]
Christine Kearns: Thank you Rich for that. That same shipment has made its way down to me. I'm a dispenser. The shipment has shown up at my door and I have some options.
My compliance strategy may be that I just want to receive and store the compliance data and at some sort of cadence, do some auditing or sampling of the physical product to ensure that I have those serial numbers and that compliance data in my repository.
I have the user interface up that'll go right into utilizing our smart inventory tracker mobile application, which is an extension of TraceLink so that I can easily with my mobile device, receive physical product and check real time for the presence of the compliance data.
Then I'll get into a couple of more topics. I've opened up the user interface and that same shipment that Joyce wholesaler shipped to me is right here. I've opened up user interface to my deliveries that I've received today. I can see the delivery that starts with BB.
I do have two lines because in today's world, the compliance data is still piggybacking on the ASN, and I can review the compliance information right here. Joyce Wholesaler is also sending me the sterilization information for that same shipment. I can go ahead and select the eye to look at the compliance information.
I can see that I received 16 of that flu med, 32 of that Tacofino. I can view the transaction histories right here or I can go right back because I'm interested in looking at the serialization data, just like Rich has shown you. Click on the eye and I can either view the serial numbers right here, download them, or I can go ahead, and look at the raw data.
Here's that input file right here. I can click on it and open it and this is that EPCIS file that was sent from Joyce to me. You'll see that it looks very similar. This is all ahead of 2023, that TraceLink does support receiving the compliance data on the ASNs as well as receiving the serialized information for that delivery.
You can see that it includes all of the commissioning data as well as all of the aggregated information because this is an aggregated shipment. It's all right here for me if I wanted to look at that. That's using the user interface.
Now let's switch over and look at utilizing the Smart Inventory Tracker mobile application to receive the physical product at the door. I don't even need to have my user interface open. I'm just working with my scanner.
I showed you the UI. Now an alternate way to receive your physical product and check for the presence of the compliance information is utilizing the same Smart Inventory Tracker mobile application that the wholesaler uses and the manufacturer uses. It's the same application, just using it in slightly different ways.
I'm going to go right into the receive function. A pallet has shown up at my door and two cases as well. I can start by scanning the pallet or the SSCC number, and it's going to check for the presence of compliance information in TraceLink.
I'm going to get an instant feedback, red light, green light, whether or not compliance data for that pallet or SSCC is in my repository, and the answer is yes. Along with the shipment, there were two sales homogeneous cases of flu med, so I'm going to go ahead and I'm going to receive them as well.
I'm just scanning that 2D data matrix. You can see it supports 1D and 2D scanning. I've just scanned those two sales homogenous cases, case G10s to check that there was compliance data in my repository from my supplier. Now I'm ready to hit receive. I've checked for the presence of compliance data. I'm going to receive that delivery in TraceLink.
Now those serial numbers that were pending receipt are now available with aggregation and inference. The serial numbers in the SSCC as well as the serial numbers in the sales homogenous cases are all now set to available in my repository.
I just want to show you another example because talking to dispensers who do not want to actively receive, like I have just shown you, but instead want to do some auditing or sampling on some sort of cadence where they walk the bins or walk the shelves.
Pull X number of product off the shelf and just scan them to make sure that the serial numbers or the serialization information is in their compliance repository. I'm just going to skip over to serial number status. I'm just going to start pulling some serial numbers, some products off the shelf.
I'm just going to go ahead, and I'm going to scan the first one. I can see that it's an each, it's available. It came in on the delivery E2107, and so forth. I've now scanned another one. Aha, there's no compliance information for this product in my repository. This is telling me right away that I need to quarantine this product and investigate further.
One of the steps, when you're investigating, is to perform a product identifier verification back to the manufacturer. Now, I received this product from my wholesaler. I don't have a relationship with my manufacturer but utilizing our verification routers service, I will be able to easily scan a 2D barcode and TraceLink will do the rest.
TraceLink will take that information, send it through the verification router service and within a split second, will contact the MAH's database and return back red light, green light, valid or invalid.
Let's take that serial number that was not in my repository, and let's check that it's valid, performing the verification. I scan that same serial number. Aha, it is valid. I do know that the product identifier information that the manufacturer put on this box is valid or verified. So that's one of the steps that I would check right away.
Basically I have product, no data, which is one of the main exemptions that the HGA talks about and the PEG talks about. At this point in time, following my next steps, I would pass it off to Paul Dionne who is going to talk to you about exception handling and how you can utilize our application to help with that process.
Paul Dionne: Thank you, Christine. Christine mentioned just one example of an exception, which was product, no data. HDA published a guide on exception handling for DSCSA. In that guide, they identified six major categories of exceptions that TraceLink has been using for guidance to develop our product.
While the guide makes recommendations on notifying your partners of exceptions, you'll need a method for consistently following up until your exceptions are closed. Instead of creating more tracking spreadsheets and spending hours each week in meetings and follow-ups, you can leverage TraceLink supply chain work management to automatically assign and track exceptions.
Here we see a sample dashboard with a few exceptions. In all exceptions, whether they're generated automatically through an API or manually, will appear on this dashboard. Because you're leveraging the same network with your trade partners, they'll get a dashboard of their own, too.
This is how we're eliminating that need for a new tracking system with its associated status update meetings and long email exchanges. Team members from both your company and your trade partners are going to get automated emails and notifications to keep everything going.
In this executive-level dashboard, we're looking at all of the open exceptions by their due date, by the priority, by the status, even partner, and location. Let me swap over to our pre-populated exception that Christine had started. Now, we're looking at product and no data.
This form is customizable, meaning that your company can add fields, change the work-flow status as they see fit. Dropdowns can be changed as well, and here we've associated it with our location and responsible staff. Now because we are pulling in all of the trade partners, they each have the ability to manage their own users and they can be assigned to your exceptions to resolve them quickly.
Of course, you can tie this to other things, like sales numbers and purchase orders. We're pulling in information such as the serialization number, the lot, expiry and the GTIN as well. Down bottom, we have space for comments. This eliminates the need for having all of those emails and having stuff being in people's inboxes.
Now swapping back, I mentioned that the trade partners would each have their own dashboard. Not only that, but when you're having a conversation with them, you can look specifically at that same dashboard too.
Here I'm switching to my partner's, and I can see that they've added this new exception. They can click into that, and they can work on that exception, and you too will get email notifications and reminders to make sure that everything is kept on track. Now I'm going to turn it back to Dan Walles, who's going to talk to you about the next webinars in our series.
Dan: What I'd like to do now, I know were running right up against the clock so a couple of quick things. First off, thank you to the team for providing what, I believe, was a really comprehensive view of the capabilities and requirements for DSCSA in 2023.
I hope what you walked away from here is two things. One, just the amount of work that has to happen now that we're moving to item-level traceability. I hope what this presentation also did was start to instill some confidence in you that TraceLink is ready in terms of supporting your compliance requirements.
This is live product that we're showing in terms of our capabilities in delivering product to the market. Certainly, would love to have the opportunity of meeting with you face-to-face to walk you through a demo specific to your use cases. We'll tee up the webinar.
The next webinar there were a few questions we didn't get to related to exceptions. We are going to take a deep dive into exceptions next week as part of our webinar series. Then, I'd also like to provide a save-the-date notification. We are going to restart our FutureLink activities.
This has been an event that TraceLink has done for a number of years. It was put on hold due to the pandemic, but we are happy to announce that in May of this year, May 22nd through the 24th in Boston, we will be holding our FutureLink event.
Clearly, DSCSA will be a topic of discussion, but this is also an opportunity that we take to start to work with you in industry on what we believe are some of the more visionary and thought-leading challenges that we're facing. The theme is orchestrating your end-to-end supply chain.
Hope that you join us. If you've been to FutureLinks in the past, we hope to see you there again. If you haven't been to a FutureLink, please reach out to us for more information. It's a great investment of your time, and we look forward to seeing you there.
Final question, survey. Would you like more information on this topic? We'd love to reach out to you about anything that we discussed here today or maybe a previous session, so just answer a yes or a no there. We'd love the opportunity to reach out to you.
If you're an existing customer, we'd like to continue our discussions with you to get you up and running and ready for 2020 November of this year. If you're new to TraceLink, we want to have an opportunity to talk to you about your requirements, the impact to your operations, and TraceLink's capability.
Finally, join us for our customer community group. If you're an existing customer, this is where...if you didn't get a question answered, this is your place for asking those questions, gaining a different insights, collaborating not just with TraceLink, but also your peers in the industry.
This group, as you can imagine, is becoming very active with some lively discussions. We hope that you can join us there. Then, how to get started. If you're an existing customer, we'll be continuing to reach out to you to get you going.
For the EPCIS, you have much of the capability that you need today, but there is some work that we need to do with you to get you exchanging EPCIS transactions and executing the verification process. If you're new to TraceLink, maybe you're new to the market or you're working with an alternative solution provider, reach out to us at marketingattracelink.com.
We'd love to talk to you more about our capabilities here. As you can see, we are ready. We're anxious to start to work with industry to get them compliant.
With that, I'll close out today's webinar. Again, thank you to my colleagues for walking us through a pretty comprehensive view. We look forward to seeing you next Thursday same time. Thanks, everyone. Have a great day.