--- title: Edits For Ordering Investigator On Inventory description: When inventory was incorrectly received without an ordering investigator, you can edit the inventory to assign the ordering investigator --- [Skip to content](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/edits-for-ordering-investigator-on-inventory#main-content) English Show submenu for translations [![Vestigo-Logo-Md-1](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/Vestigo-Logo-Md-1.png?width=239&height=75&name=Vestigo-Logo-Md-1.png)](https://vestigohelp.mccreadiegroup.com/en/vestigo?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - - [Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support) [Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support?hsLang=en) What can we help with? - There are no suggestions because the search field is empty. 1. [Vestigo Help Center](https://vestigohelp.mccreadiegroup.com/en/knowledgebase?hsLang=en) 2. [Inventory](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en) 3. [Inventory Edits](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-edits) September 25, 2026 # Edits For Ordering Investigator On Inventory If you receive inventory without assigning it to an ordering Investigator, this can be corrected from the View/Edit Inventory screen of the protocol. If you don't see the option to assign an ordering investigator during receipt, then the protocol is not tracking inventory by ordering investigator. Editing inventory and assigning it to an Ordering Investigator will edit the inventory dating back to the receipt of that line item of inventory and appear as if the inventory was received for that Ordering Investigator. This will overwrite any previous Ordering Investigators assignments and not be correctable without a NTF. **If you are transferring inventory from No Ordering Investigator or another Investigator, you will want to use the Immediate Transfer pathway. **   1. Ensure that the inventory line item was truly received for the ordering investigator and has never been dispensed to another participant under another investigator before proceeding. 2. Navigate to the protocol. 3. Click on the **Inventory Tab.** 4. Click on **View/Edit Inventory**. 5. Select the **drug** from the drop down menu. 6. Locate the item(s) you need to edit.  Additionally, you can also add a filter by lot number here as well. If you are trying to correct already dispensed or quarantined inventory, you may need uncheck the status flag to show items with a quantity of 0   7. Click on the **Edit **link on the right side. If you are editing multiple items from the same lot number, you only need to click on Edit for an item in that lot number.   8. On this screen, the Drug Name and Lot Number are automatically selected. From the drop down menu, select **Assign Inventory to Ordering Investigator**. 9. A grid will appear of inventory you can select that you wish to update. The grid defaults to 5 visible rows of inventory. We recommend you select the **Show All** from the *pagination drop down menu* to ensure you are selecting the correct inventory.   10. Once the correct inventory has been selected, select the appropriate participant in the **New Ordering Investigator** drop down menu.  If you do not see the Ordering Investigator in the drop down, that means they are not listed on the protocol as a Primary Investigator or a Co-Investigator   11. You will also need to enter a reason for the edit. This reason will be visible on the DARF. 12. Once completed, click on the blue **Save Edit** button.   - [From McCreadie Group](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#main-content) - [Features in Action! Webinar Series](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#features-in-action-webinar-series) - [Updates from the Vestigo Team and McCreadie Group](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#updates-from-the-vestigo-team-and-mccreadie-group) - [Vestigo News and Know How](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#vestigo-news-and-know-how) - [Vestigo Releases](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#vestigo-releases) - [Previous Webinars](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#previous-webinars) - [General](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#main-content) - [Vestigo Statement Documents](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#vestigo-statement-documents) - [My Account](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#my-account) - [Patient Profile](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#patient-profile) - [Printers and Labels](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#printers-and-labels) - [Address Book](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#address-book) - [Templates](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#templates) - [Calender](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#calender) - [Workload](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#workload) - [Protocol Specific Users](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#protocol-specific-users) - [Application Administration](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#main-content) - [Client Information and Settings](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#client-information-and-settings) - [Facility Information and Settings](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#facility-information-and-settings) - [Inventory Locations](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#inventory-locations) - [User Accounts and Application Roles/Permissions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#user-accounts-and-application-roles-permissions) - [Application Admin Audit Logs](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#application-admin-audit-logs) - [Protocols](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#main-content) - [Protocol Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#protocol-management) - [Drug and Order Builds](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#drug-and-order-builds) - [Participants and Enrollments](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#participants-and-enrollments) - [Prescriptions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#prescriptions) - [Protocol Contacts](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#protocol-contacts) - [Documents](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#documents) - [Monitor Visits](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#monitor-visits) - [Protocol Billing and Budgets](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#protocol-billing-and-budgets) - [Inventory](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#main-content) - [Shipment Receipts](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#shipment-receipts) - [Inventory Edits](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-edits) - [Inventory Transfers and Adjustments](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-transfers-and-adjustments) - [Inventory Returns](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-returns) - [Inventory Send Outs](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-send-outs) - [Temperature Excursions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#temperature-excursions) - [Quality Checks](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#quality-checks) - [Competencies](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/competencies?hsLang=en#main-content) - [Protocol Competency](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/competencies?hsLang=en#protocol-competency) - [Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#main-content) - [App Admin Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#app-admin-reports) - [Protocol Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#protocol-reports) - [Global Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#global-reports) - [Billing Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#billing-reports) - [Billing](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/billing?hsLang=en#main-content) - [Fees](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/billing?hsLang=en#fees) - [Vestigo Interfaces and Integrations](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#main-content) - [CTMS Interface](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#ctms-interface) - [EHR Interface](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#ehr-interface) - [Chain of Custody](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#chain-of-custody) - [Vestigo Reporting API](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#vestigo-reporting-api) - [Barcode Validation](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#barcode-validation) - [Vestigo Digital Learning and Training](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#main-content) - [General Overview](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#general-overview) - [Vestigo for Pre-Clinical Studies](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#vestigo-for-pre-clinical-studies) - [Protocol Build Basics](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#protocol-build-basics) - [Protocol Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#protocol-management) - [Inventory Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#inventory-management) - [Inventory Transactions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#inventory-transactions) - [Application Administration](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#application-administration) - [Monitor Visits and Vestigo Verify](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#monitor-visits-and-vestigo-verify) - [Checklists and Workload](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#checklists-and-workload) - [Billing and Budget Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#billing-and-budget-management) [![McCreadie-Logo-Md](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/McCreadie-Logo-Md.png?width=347&height=105&name=McCreadie-Logo-Md.png "McCreadie-Logo-Md")](https://mccreadiegroup.com) [mailto:support@mccreadiegroup.com](mailto:support@mccreadiegroup.com) Copyright © 2026, McCreadie Group Software LLC ↑