Run Controlled Substance Perpetual Inventory and Monthly Reconciliation — Free

Inspection Scope and Inventory Period

Inspection period is defined and covers the required reconciliation interval

Record the inventory period start and end dates being reviewed.

Schedule II controlled substances included in scope are identified

Select all Schedule II items included in this reconciliation.

Note (optional)

Perpetual inventory log is available for review critical (required)

The current perpetual inventory record is present and accessible for inspection.

Yes No N/A

Inspector verified the reconciliation date and responsible reviewer

Enter the name or role of the person who performed the reconciliation and the date completed.

Source records available for comparison

Confirm the records used to support the reconciliation.

Yes No N/A

Note (optional)

Perpetual Inventory Record Accuracy

Beginning balance matches prior reconciled ending balance critical (required)

Record the beginning balance and confirm it matches the prior period ending balance.

All receipts were entered into the perpetual inventory on the date received critical (required)

Verify that incoming Schedule II receipts were recorded without delay or omission.

Yes No N/A

All dispensing or administration events were recorded accurately critical (required)

Verify that each decrement in inventory is supported by a corresponding record.

Yes No N/A

Adjustments, returns, and wastage are documented with reason codes critical (required)

Confirm that any inventory adjustment includes a documented explanation and authorization where required.

Yes No N/A

No unexplained gaps or duplicate entries were found in the log critical (required)

Review the perpetual inventory for missing transactions, duplicate postings, or sequence breaks.

Yes No N/A

Physical Count Reconciliation

Physical count completed for each Schedule II item in scope critical (required)

A direct physical count was performed for each controlled substance included in the reconciliation.

Yes No N/A

Counted quantity matches perpetual inventory balance critical (required)

Confirm the physical count agrees with the perpetual inventory record.

Yes No N/A

Variance amount recorded when counts do not match

Enter the quantity variance for the item being reviewed.

Note (optional)

Variance explanation documented and reviewed critical (required)

Describe the reason for any discrepancy and the review performed.

Second-person verification completed for the count critical (required)

Confirm a witness or second verifier independently confirmed the count where required by policy.

Yes No N/A

Storage Security and Access Control

Controlled substances stored in a secure, access-restricted location critical (required)

Storage is locked or otherwise secured against unauthorized access.

Yes No N/A

Access list is current and limited to authorized personnel critical (required)

Verify that only authorized staff have access to the storage area and inventory records.

Yes No N/A

Storage area is orderly and inventory is clearly segregated

Controlled substances are organized to support accurate counting and reduce mix-ups.

Yes No N/A

Any access exceptions or security deficiencies documented

Record any unauthorized access event, missing key control, or other security deficiency.

Discrepancy Review and Corrective Action

Discrepancy escalated according to policy critical (required)

Confirm the variance was escalated to the appropriate supervisor, pharmacist-in-charge, or compliance lead.

Yes No N/A

Corrective action plan documented critical (required)

Describe the corrective action, owner, and target completion date.

Follow-up review scheduled or completed

Enter the follow-up date/time for recheck or closure review.

Note (optional)

Closeout, Sign-Off, and Record Retention

Inspection findings reviewed with responsible manager critical (required)

Confirm the results were communicated to the responsible manager or compliance owner.

Yes No N/A

Records retained according to policy and regulatory requirements critical (required)

Confirm the reconciliation, count sheets, and supporting records will be retained per policy.

Yes No N/A

Inspector signature critical (required)

Inspector signs to confirm the inspection was completed accurately.

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Run: Controlled Substance Perpetual Inventory and Monthly Reconciliation

Inspection Scope and Inventory Period

Perpetual Inventory Record Accuracy

Physical Count Reconciliation

Storage Security and Access Control

Discrepancy Review and Corrective Action

Closeout, Sign-Off, and Record Retention

Get your results