This article explains how to complete a Biennial Inventory Report, which captures a point-in-time snapshot of your controlled substances inventory as required by the Drug Enforcement Administration (DEA) and/or your state government.
21 CFR § 1304.11 – Inventory Requirements.">https://www.ecfr.gov/current/title-21/chapter-II/part-1304/subject-group-ECFR9944e94ba5f1eb0/section-1304.11
Before taking your inventory snapshot, we recommend you:
- Make sure you have recent Shift Changes on all of your “truck inventories” (including Special Event Inventories)
- Reconcile your “Station Inventories” (both physically and in S2)
- Reconcile any “Quarantine Inventories”
- Use the DEA Form 41 feature to destroy any Quarantined Inventory. While this step is optional, completing it before generating the report will simplify the reporting process. Note: You must also physically destroy or reverse-distribute these controlled substances.
Completing the Report
Navigate to the Biennial Inventory Reports tab from the menu
Forms > Biennial Inventory Reports
Click on "Add Biennial Report"
- Ensure that your DEA registrant information is filled out correctly before starting this report (Admin > Settings > DEA Info)
Once the report is added, the system automatically takes a snapshot of all inventories.
Two reports will be created:
- Schedule I & II Controlled Substances
- Schedule III, IV, & V Controlled Substances
- You can toggle whether or not to show the inventory breakdown and the time last counted: This is required for our South Carolina Customers to comply with the state.
Provide Signatures
After entering the PIN of the person performing the inventory and the witness, you will be given the option to print the report.
- Make sure that you sign both reports. Click on the yellow tab at the bottom to go to the other report.
After signing both reports, you can view or print them at any time by returning to Forms > Biennial Inventory Reports.
