Who is this article for?

Users who need to edit container details.

Administrator role is required.

The Edit Container function allows users with the correct permission sets to update container records directly from the Chemical Inventory interface, helping keep your inventory accurate and compliant.

1. Editing a container

To edit a container, follow these steps:

1. Find the container in the Inventory Table.
2. Click the Edit (Pencil) icon in the Actions column.
3. The Edit Inventory window opens, showing only the fields you have permission to update.

2. Understanding permissions and editable fields

The fields you can edit depend on your permission level and the container's current settings.

2.1 Owner and Department Assignment

• Administrators can assign a container to any PI in the system
• Non-administrators can only reassign if the original PI is on their roster
• Departments are limited to those assigned to the owner
• Location shows only rooms where the PI is listed as a PI

2.2 Catalog Reference

Full editing permissions allow you to switch the container's catalog reference to a different chemical profile.

2.3 Container Details

Partial or full editing permissions may include:

• Ownership and IDs: Owner, Code, Lot #, PO #, Requisition #
• Quantities: Volume/Mass, Concentration Units
• Location: Primary User, Facility, Room, Organization, Owner Department, Container Department
• Dates: Receipt, Purchase, Expiration, Open, Disposal, Testing Dates/Frequency
• Compliance: Storage Time Limits, Regulatory Codes, Chemical State, UN Number, Permit Status and Requirements
• Other: Location Notes, Secondary Codes, Comments, Private Status

3. Configuring hazard and compliance codes

To allow NFPA, Regulation and Storage codes to be editable by general users, follow these steps:

1. Go to Edit Settings
2. Select Chemical Inventory,
3. Choose Other Permission Settings.
4. Enable the relevant code editing permissions.

4. Using special administrative options

Administrators have access to additional container configuration options.

4.1 Static Containers

Note: Static Containers require SafetyStratus Admin Team setup for initial configuration.

Static Containers are used mainly for California's Hazardous Materials Business Plan (HMBP) reports. This feature breaks total volume into equal portions across identical containers.

The per-container quantity is calculated as: Total Volume ÷ Number of Containers. For example, 50 mL total ÷ 5 containers = 10 mL per container in reports.

To enable Static Containers, follow these steps:

1. Open the container edit screen.
2. Turn on the Static Container toggle.
3. Enter the number of containers.

Important: Once set, new orders of the same chemical add a new requisition ID rather than new line items.

4.2 Private Container Toggle

The Private Container toggle is available to administrators only. When enabled, it hides the container from all other PIs, even if their permissions would normally allow them to see it.

See the Private Container page for additional information and configuration steps.

5. Adding attachments

You can upload supporting documents directly to a container record, such as safety certificates, regulatory permits, and lab-specific notes.

6. Controlling field visibility and requirements

To control which fields appear and which are mandatory, follow these steps:

1. Go to Edit Settings
2. Select Chemical Inventory
3. Choose Chemical Inventory Form Fields
4. Configure the field visibility and requirement settings as needed.