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Biennial Controlled Substance Inventory Form (2014)

Use a Biennial Controlled Substance Inventory Form 2014 template to make your document workflow more streamlined.

What the 2014 inventory form records

The Biennial Controlled Substance Inventory Form (2014) is a record used to document a controlled-substance inventory at a defined facility and inventory date. It supports accountability by capturing the substances counted, quantities recorded, responsible personnel, and required approvals. The exact fields and filing instructions depend on the issuing form version and applicable state or federal requirements, so users should compare the blank form with current instructions before completing it. signNow can upload the document, detect fillable fields, route it for signatures, and retain the completed record with its audit trail.

Who benefits from the inventory workflow

The form is most useful where controlled-substance accountability depends on documented counts, authorized review, and records that remain available after signing.

  • Independent pharmacies can use the 2014 inventory form to document controlled-substance counts, route review to an authorized person, and retain signed evidence with facility records.
  • Healthcare organizations can coordinate inventory reviews across locations while limiting access to staff responsible for controlled-substance records and approvals.
  • Multi-site pharmacy enterprises can standardize the form workflow, assign permissions, and preserve separate audit trails for each facility and inventory cycle.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

How the inventory form works

The 2014 inventory form documents a facility’s controlled-substance count, approvals, and retained evidence in a defined sequence.

  • Confirm scope: Identify the inventory period, location, and controlled substances covered by the form.
  • Record quantities: Enter each requested inventory detail exactly as recorded in facility logs.
  • Review and send: Review entries, then route the completed form to authorized signers.
  • Archive records: Store the signed form and audit trail with controlled-substance records.

Complete the inventory form online

Follow the original 2014 form instructions while using signNow to prepare fields, route approvals, capture signatures, and preserve the completed record.

  • Upload form:

    Upload the 2014 inventory form.
  • Check fields:

    Review detected fields and add missing ones.
  • Complete entries:

    Enter inventory details from facility records.
  • Send for signing:

    Send the form to authorized signers.
  • Archive record:

    Store the signed form with its audit trail.

What the audit trail records

The audit trail separates the inventory workflow from the underlying form fields by documenting who acted, when they acted, and how the completed record can be reviewed.

01

Authenticate signer:

Confirm the signer through the configured email or authentication method.
02

Record timestamps:

Capture the exact time each inventory action occurs.
03

Link document:

Associate the signed document with its audit history.
04

Protect history:

Preserve completed-form integrity through signNow’s document history.
05

Log activity:

Record signer actions, access events, and completion status.
06

Export evidence:

Retrieve or export the audit trail for review.

Features for the 2014 inventory form

signNow organizes this controlled-substance inventory workflow around accurate field entry, authorized review, electronic signing, and retained documentation.

Document upload

Upload the 2014 inventory form and prepare its required fields without recreating the document. This keeps the original structure available for review and signature.

Field completion

Capture inventory information in designated fields, then route the form to the people responsible for verification and approval.

Flexible routing

Send the completed inventory form by email or signing link when authorized reviewers work in different locations.

Audit evidence

Use an audit trail to preserve signer actions, timestamps, and document history alongside the completed inventory record.

Mobile access

Access the form from signNow mobile apps when inventory work occurs away from a desk or office.

Record export

Export completed records and supporting audit information for internal reviews, inspections, or retention procedures.

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Recommended inventory workflow setup

Use a controlled workflow that limits access, records signer activity, and preserves the completed 2014 inventory form under the applicable retention policy.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeLegally binding electronic signature
Audit trailCapture timestamps, actions, and signer history
Document retentionApply the controlling facility and state rule
EncryptionAES-256 at rest and TLS 1.2/1.3 in transit

Platform requirements for this form

Complete the Biennial Controlled Substance Inventory Form (2014) through supported Chrome, Firefox, Safari, or Edge browsers on Windows or macOS. signNow also provides iOS and Android apps for mobile review and signing. Secure browser connections use TLS 1.2/1.3.

  • Supported browsers Chrome, Firefox, Safari, and Edge
  • Desktop systems Windows and macOS desktop access
  • Mobile apps iOS and Android signNow apps

Regulated facilities should manage mobile access through organizational controls, assign signNow permissions deliberately, and confirm that completed forms and audit trails can be exported to the approved record system. API, SSO, and advanced compliance configurations depend on the selected signNow plan and deployment requirements.

Find and fill out the correct biennial controlled substance inventory form

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
Temple University Biennial Controlled Substance Inventory Form 20194.8 Satisfied (1568 Votes)
Temple University Biennial Controlled Substance Inventory Form 20144.6 Satisfied (483 Votes)

Connect inventory records to business systems

Connect signNow with CRM, ERP, cloud storage, and workflow tools to route this inventory form, preserve completed records, and reduce duplicate entry.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Security controls for inventory records

Stored data:

AES-256 at rest

Data transfer:

TLS 1.2/1.3 in transit

Security report:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Health information:

HIPAA compliant with BAA

Regulated records:

21 CFR Part 11 compliant

Processing stages for the inventory form

The 2014 inventory form moves from record preparation through authorized review, signing, and retention; applicable facility policy determines the calendar schedule.

01

Document preparation

Prepare the 2014 form using the applicable inventory period and facility records.
02

Delivery to signers

Send the completed form to designated reviewers through signNow.
03

Signer turnaround

Signers review and complete assigned fields according to facility policy.
04

Completion and archival

Archive the signed form and audit trail under the applicable retention rule.

Retention rules for signed records

The inventory form’s retention period depends on the records and industry context attached to it; apply the controlling federal and state rule.

01

Six years for HIPAA records

HIPAA 45 CFR 164.530(j) requires six-year retention for covered records.
02

Three years for tax records

IRS rules require retaining applicable tax records under IRC §6501(a).
03

Five years for injury records

OSHA requires injury records for five years following the reporting year.
04

Thirty years for exposure records

OSHA requires exposure records for thirty years under 29 CFR §1910.1020.
05

State rule may extend retention

Record retention may exceed federal periods under applicable state law.

Best practices for retaining inventory records

Accurate retention begins before signing: reconcile the inventory, preserve the audit evidence, and apply the rule that governs the facility’s records.

Export the signed form and audit trail

Export the signed inventory form and its audit trail together after completion, then confirm that both files open correctly and remain associated with the same inventory cycle. Record the storage location in the facility’s document-control procedure.

Apply the controlling retention rule

Apply the retention period required for the specific record category and jurisdiction. HIPAA-covered records require six years under 45 CFR §164.530(j), while state rules may require longer retention for regulated facilities.

Limit access to authorized personnel

Restrict completed inventory records to personnel responsible for counting, review, compliance, or records management. Use signNow permissions and approved storage locations rather than sending uncontrolled copies through personal email or shared folders.

Reconcile entries before approval

Compare every completed field with the facility’s source inventory record before signing. Resolve quantity, location, or date discrepancies before routing the 2014 form for approval and archival.

Risks from incomplete inventory records

Inventory gaps

Missing counts

Review failure

Unverified entries

Record exposure

Late retention

Access violation

Unauthorized access

Privacy and disclosure pitfalls

  • Personal identifiers or facility details can appear in the completed inventory form and should be shared only with authorized reviewers.
  • A signer may complete a field without confirming the underlying count, creating an approval record that does not resolve an inventory discrepancy.
  • Broad folder permissions can expose controlled-substance information to staff who do not participate in counting, review, or compliance oversight.
  • Failing to preserve the audit trail can make it harder to establish who completed, reviewed, or changed the inventory record.

Troubleshooting the 2014 inventory workflow

These answers address field detection, signer access, plan selection, electronic-signature rules, privacy, and audit evidence for the 2014 inventory form.

Upload the original Biennial Controlled Substance Inventory Form (2014) as a clear PDF, then inspect signNow’s detected fields before sending. If a field is missing, add the appropriate text, date, checkbox, or signature field manually and compare placement against the source form.

The signNow Business plan is listed at $8 per user per month with annual billing and includes templates, audit trails, and mobile apps. Business Premium is $15 per user per month annually and adds bulk send and kiosk mode.

For a healthcare organization handling protected health information, signNow states that HIPAA compliance requires a business associate agreement. Confirm that the form and surrounding records actually contain PHI before applying HIPAA procedures.

Electronic signatures generally receive legal recognition under ESIGN, 15 U.S.C. chapter 96, and applicable state law, including UETA in 49 states plus jurisdictions. Confirm that facility rules do not require a different signature process.

If a signer cannot access the form, verify the recipient address, resend the invitation, or provide an approved signing link. For sensitive inventory records, use stronger authentication such as SMS OTP when organizational policy requires it.

signNow records signer actions, timestamps, and document history in an audit trail. Export that evidence with the completed form, then store both under the retention policy governing the facility’s controlled-substance records.

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