One banner, one side menu, a job for each section.
The department is chosen once in the banner and every section works with it. The app opens on the section you used last, and a docket that has been read brings you back to Receive a delivery.
Four figures, and each one opens its list.
The first page reads the logs each time it opens and changes nothing. Click a figure or View list to open what it counts.
- Deliveries this month. One supplier's goods on one day is one delivery. Opens each delivery's lines: product, lot, expiry and log.
- Lots awaiting sign-off. Chemistry: lots from the last six months waiting on sign-off or pre-acceptance testing. Elsewhere: expired lots, opening Take off the shelf.
- Expiring in 30 days. Unopened lots due within 30 days. Opens Use these first in the stock outlook.
- To order. Products that will run short before a delivery could arrive. The side menu shows the count too.
Order matters: load the department's files before the PDF, so checks and writes run against today's copies. A loaded step gets a green tick; the delivery note is the blue drop box.
- PQ Stock Report16 lots · loaded today 08:52. Drop a newer copy to replace.loaded
- Chemistry logsCal/QC log 2026 · Reagent log 2026loaded
One clean docket teaches it a new supplier.
LotWarden is not tied to one supplier. Give it one clean, unannotated scanned docket and it learns that supplier's letterhead and column structure. One layout serves every department.
- Name the supplier. Pick it from the workbook's supplier list, or type a new name.
- Drop one reference docket. It is read straight away and every section it found is shown.
- Check the columns and confirm with your initials. Until then the supplier is only pending; unconfirmed teaches are discarded at restart.
Supplier not recognised during a delivery? The review says so in an amber banner and offers to teach the supplier from that same docket. An awkward docket can be brought in as a prepared supplier file and corrected the same way.
- Supplier Alayout confirmed by AB, 14/08/2026reads automatically
- Supplier Bworked out from each docket for you to checklayout not confirmed
- Supplier Clayout confirmed by JW, 02/09/2026reads automatically
- New supplierfinish teaching it, or it is discarded at restartnot confirmed yet
A new layout is worked out, and you check it.
Every read says where its layout came from: worked out from this page, the confirmed layout, your own columns, or the docket's headings. A worked-out layout is never shown as confirmed.
- Read confidence. A score for how well the columns explain the page. On a docket with fewer than three lines it says it cannot judge.
- Several readings side by side. Each shows its score, what it found and its first lines. A banner says whether one is clearly best or two are close.
- Check one line off the paper. Type a lot or code and one more value exactly as printed; every reading is tried and the best one that gives that line is used.
- Fix, then confirm. Split a section holding two things, drop an outer column, re-read, or work it out again. Confirming records how the layout was chosen, its score, the runner-up, who and when.
Awkward dockets it reads for you: headings over two lines, code columns by any name, separate-shipment lines left out, footer notices never read as items, ordered versus delivered versus balance reconciled, and labelled sub-lines giving lot and expiry.
Two readings are close. Type one line's lot and one more value as printed, then press Find the reading.
Checks that happen the moment stock arrives.
- Condition on receipt. One selector per delivery: goods intact and cold chain OK, or NOT acceptable. Written to the logs' Condition column, audit-logged, flagged in red on the investigation report.
- Expired on arrival. A red expiry cell, an EXPIRED badge, and first place on the investigation list with a quarantine or return action.
- Short-dated. Anything expiring within 90 days is flagged amber so it can be rotated to the front or queried with the supplier.
- Non-stock lines. Freight and delivery-fee lines are removed with one click and never checked or logged.
Quantities are deliberately cautious. Only clean, confident reads are pre-filled; everything else is left blank for you. Only a human-confirmed quantity is ever written to stock.
- Quantity read cleanlypre-filledok
- Low-confidence readcheck the numberverify
- Ink over the cellbest-effort guess shown, never pre-filledpen mark
- Nothing legiblecount the boxes and type it inunread
- Expiry 08/2026already past: quarantine first on the worklistEXPIRED
- Expiry 11/2026within 90 days: rotate to the frontSHORT-DATED
Every lot checked against the PAT register.
Drop a fresh copy of the Stock Report before each delivery; it is a live document. Every received lot is cross-checked and given a verdict, and only lots needing attention are listed. Accepted, in-use lots are summarised in a count at the bottom.
- Also looked up in its own log, Cal/QC or Reagent, back to January. First receipt of a lot is a NEW LOT, badged on screen and added to the investigation spreadsheet.
- The worklist, PreAcceptance_Investigation, lists every not-yet-accepted lot worst first, each with the action required and blank Investigated By and Outcome columns.
- Shared lot codes, one code across several assays, are matched by product name and flagged.
- The full record is saved as a LotCheck workbook every time.
Other departments have no PQ register step. Each new lot is flagged in the preview and you confirm it will be verified at the bench before anything is written.
- Approved, or PAT not requiredfine to useAccepted
- Testing completechase the sign-off before useAwaiting sign-off
- Testing underwayhold until acceptedPAT in progress
- Failed acceptancequarantine, contact PQRejected
- New lotinitiate pre-acceptance testingNot on register
Into the right log, with the right comment.
- Automatic routing. Chemistry: the material number against PQ's own classification, then the product name against the Cal/QC mapping and the workbook's supplier lists. Other departments: the log and sheet in their folder that name the product.
- The right columns in every workbook. Columns are found from each sheet's own headings, so Kit Insert and QC columns are never written.
- Preview first. Add to Logs shows exactly what goes into each workbook, and which sheet, before you confirm. Received by is required.
- Through Excel itself, with macro execution disabled, so validation rules and macros are preserved untouched. A timestamped backup of each workbook is taken before every write.
A “? check” badge means the product is not known. In Chemistry, pick its log once and the app remembers; elsewhere, log it by hand. Each entry also gets a DN stamp naming the delivery note it came from.
- APTT Reagent · 21430Reagent Log 2026.xlsm › APTT Reagent › row 214New Lot - PAT approved
- Lipid Control Level 2 · 7L114Cal/QC Log 2026.xlsm › Lipid Control L2 › row 88current lot
- ALT Reagent · 4A0388Reagent Log 2026.xlsm › ALT › row 131New Lot - PAT in progress
- Unknown productnot named in the department's logs? check
It won't double up, and it defers to people.
Same product and lot from the same delivery, by received date or delivery-note number, is skipped. The same lot arriving on a different day is a legitimate new receipt.
- Someone already typed it in? A matching hand-typed entry, one with no DN stamp, is shown side by side: date, quantity, lot, who entered it.
- You choose per item: keep the existing row, overwrite it in place, or add as a separate receipt. The app suggests the safe default and never overwrites without being told to.
- Overwrites touch only the receipt columns. QC results already recorded on the row are untouched.
Everything written or skipped is reported back in the result banner and recorded in the audit log, in every department's logs, including books with a sheet per product.
- In the log already18/09/2026 · qty 4 · entered by KM · no DN stamphand-typed
- This delivery22/09/2026 · qty 4 · DN 48213new
What to order, use first and take off the shelf.
Tell it how long a delivery takes and the weeks of stock to keep, then press Check the stock. Three tabs follow, one list each, with its count. Advisory only: it orders nothing.
- Order: what will run out before a delivery could arrive. Tick “ordered” with the material number; the tick clears when the logs show the delivery. Delivery times learn themselves from those ticks.
- Use these first: unopened lots expiring within 60 days, with Put into use.
- Take off the shelf: expired unopened lots; removals go into the log's Number Discarded after a preview.
- Past years' logs, read only, give a rate of use today instead of after a year of Dates in Use.
- Also: shelf counts with a printable count sheet, a supplier record for the yearly evaluation, days-of-cover charts, and expiry reminders saved as a calendar file for the team's Outlook, carried across by hand because LotWarden never connects to Outlook or Teams.
Record lots put into use, days later if need be.
- Find the lot by part of a name or a lot number; those waiting for a Date in Use appear with their expiry.
- Set the day: today, yesterday or any date, each lot on the list its own.
- Check first. The preview names the file, sheet and row for each, and warns when a lot of the product expires sooner, QC acceptance is not recorded, or the date is over a week back.
- Written through Excel, signed and dated, IN USE set to Yes, with a backup first. Refused and listed: a lot already dated, a date before it was received, a lot expired by then, or QC not acceptable.
- APTT Reagent · 21430Reagent Log 2026 › APTT Reagent › row 214 · expires 03/202722/09/2026 AB
- Lipid Control L2 · 7L114a lot of this product expires sooner: 7K902, 11/2026warning
- ALT Reagent · 3Z118expired 08/2026 by that daterefused
Scan the barcode, put the lot into use.
A USB scanner types what it reads, like a very fast keyboard. Open Scan in, set the date and your initials, and scan. Each scan finds its lot in the logs with its type, Reagent, Calibrator or Control, and adds it to the list. Check the list, then write the Dates in Use in one go.
- Flagged: a repeat scan, a lot already in use, a lot not in the logs, and an expiry that disagrees with the log.
- GS1 barcodes are read as they are. Any other layout is taught once from one scan and the lot and expiry on its label.
- Look up shows where a lot stands without adding it; Scanner check shows exactly what the scanner sends.
Experimental: check what it reads against the label until you trust it, and scan a second label after teaching a layout.
- APTT Reagent · 21430Reagent · expiry 03/2027 agrees with the logready
- Lipid Control L2 · 7L114Control · already in use since 15/09/2026already in use
- Unknown labelnot GS1: teach this layout once from the lot and expiry printed on itteach
Every lot's story, kept after the logs move on.
Type a lot number or part of a name. Tick All departments to search them all. Trace a recall in seconds; nothing in the logs changes, they remain the record.
- What happened to it: received, from whom and by whom, put into use and removed, each with where it came from: the log and row, or the audit log.
- Where it stands: Unopened, In use, Expired on the shelf or Removed, with the boxed expiry date.
- Kept beside the app: when a new year's log replaces last year's, its lots stay findable, marked no longer in the loaded logs.
- 22/09/2026Received2 units · DN 48213 · by AB · Reagent Log 2026 row 131
- 24/09/2026PAT acceptedPQ Stock Report · sign-off recorded
- 01/10/2026Put into useDate in Use 01/10/2026 JW · scan
- nowIn useexpires 08/2027 · 1 unit unopened on the shelf
Reviews, signed with initials and dated.
- Weekly queue: expired and soon-expiring lots, lots in use without a Date in Use, delivery problems and lots awaiting PAT. Mark each Reviewed, then sign off the week.
- Second check: another person checks each delivery's logged lines against the note. The receiver cannot sign it.
- Supervisor report: the month in a workbook to print and sign, then record the sign-off.
- Log transfers: confirm each working copy was copied into the controlled log. A copy changed since shows again.
- Suppliers: each supplier's last 12 months for the yearly evaluation, with the outcome and any conditions.
Every sign-off is kept: dated, stored beside the app where it cannot be edited, and written to the audit log. The side menu shows how many items are waiting.
- Lot in use without a Date in UseCalibrator · 92815Areview
- Expiring within 30 daysLipid Control L2 · 7K902review
- Second check · DN 482134 lines against the note · receiver AB cannot signJW to sign
- Log transfer · Reagent Log 2026working copy changed 22/09 09:41confirm
A pack for the assessor, built in a minute.
Choose the visit, NATA assessment (ISO 15189) or ISO 9001 audit, and the dates, enter your initials and press Build the pack.
- Two files: a presentation of the key charts and tables to start with, and a workbook of every record behind it.
- A checklist of what is looked for, each item In order, Check, Partly covered or Bring separately, with its ISO 15189 or ISO 9001 clause.
- PAT only where the register lists the product; the rest are exempt, listed on the PAT scope sheet. QC at first use recorded elsewhere is not flagged.
Nothing in the logs changes. Rows to check are coloured, with the reason in their first column. Before the visit, check the PAT scope sheet and bring the items marked Bring separately.
- Goods arrived in good conditionall 15 receipts recorded in satisfactory condition · 6.6.2in order
- Stock not yet accepted is kept apartno lot in the period waiting or rejected · 6.6.4in order
- Date a lot was finished is recordedrecord it in Comments or show it from other records · 6.6.7 cpartly covered
- Suppliers are evaluatedbring the evaluation criteria and approvals · 6.8.3bring separately
Laboratory data on the drive is locked.
The logs it stores, the register, master stock, backups, lot history, review sign-offs, stores records, answer keys and taught barcodes are encrypted at rest. The app unlocks what it needs as it works and locks it again after every write. You will not notice it.
- Readable on purpose: the audit logs and the licence files, so the audit trail and the authorisation can be checked without the key, and everything the app makes for you: received sheets, worklists, outlooks, packs and reminder files.
- Opening a log: press Export a readable copy on the review screen. Move the entries into the controlled log, sign the transfer off under Reviews, then delete the readable copy.
- The key lives on the drive so the app can work unattended. It stops anyone reading the drive's data from another computer, and it is a second lock under BitLocker.
- original_logs\ · updated_logs\ · archived_logs\the logs it storeslocked
- lot_history\ · reviews\ · reader_truth\lot history, sign-offs, answer keyslocked
- audit.log · network_audit.log · licencecheckable without the keyreadable
- received_sheets\ · Teams reminders\what the app makes for youreadable
Ten seconds of habit, a lifetime of accuracy.
Department first, then its files
Pick who you are receiving for, then load that department's files before the PDF; checks run against today's copies.
Keep the docket clean
Tick beside the numbers, never on them. Unmarked digits read at 90% confidence and better; a digit under ink cannot be recovered by anyone.
Confirm quantities yourself
The table is a draft for checking, not an answer. A blank quantity means count the boxes.
Check the Log column
Each line shows its log and sheet before anything is written. “? check” means log it by hand, or teach it in Chemistry.
Keep Dates in Use current
Record lots put into use each week, from Date in Use or by scanning: forecasts and packs use these dates.
Move working copies in promptly
The portable drive is not the record. Transfer updated logs into the controlled logs; a new drop archives the old copies.
See any of these sections on your own docket.
A 20-minute screen-share, or a three-month evaluation code for a machine of your own.