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Pharmacy / Medical Store: setup and training guide

On this page

This page is the part of the onboarding kit that is specific to a Pharmacy / Medical Store. It lists what the app will set up for you, who in your team normally does each piece, and what you need to have ready. How to use the app is in the shared guides, which are the same for every organisation:

The lists below come from the same rule set the app uses, so they match what you will see. What actually applies to your site depends on your answers during setup: a rule marked "depends on your site" is only switched on if you have, for example, a borewell or a kitchen.

1. At a glance

WhatHow many (maximum)
Rules that apply to every Pharmacy3
Rules that depend on what is on your site9
Good-practice rules (recommended)6
One-time setup items (photos, documents, certificates)38
Recurring jobs (daily to yearly)25
Things you log when they happen10
Licence renewals tracked12
Statutory filings4

Most sites end up with fewer than the maximum, because the setup questions switch off what does not apply.

2. Who you need on the app

Each row is a job in your organisation, not necessarily a separate person. In a small site one person often holds several rows: the manager is usually also the compliance officer. Every person signs in with their own account, so the record shows who did what.

RoleApp accessWhat they look afterNeeded?Items they own
Licensed pharmacist in chargeManagerPersonal licence holder under the Drugs Act.Yes–
ManagerManagerRuns the account: setup, team, approvals, reports and filings.Yes3
Housekeeping / floor staffWorkerPharmacy Technician / Sales StaffYes7
Pharmacy in-chargeSupervisorLicensed pharmacist / store inchargeYes15
Compliance officerManagerDrug Controller / CPCB liaisonYes52
Operations supervisorSupervisorStore operations / waste segregationYes10
Nurse / ward in-chargeSupervisorVaccination / injection room BMW oversightOnly if your site needs it2

App access decides what a person sees. Manager: the web portal and the phone app, with setup, approvals, reports and filings. Supervisor: the phone app, with their team's jobs and approvals. Worker: the phone app, with their own jobs only.

3. Before setup: have these ready

Questions the setup will ask about your site

Setup takes about 30 to 45 minutes if you have these answers to hand. "Not sure" is fine for anything you can find out later; you can change answers afterwards.

Numbers

  • Number of lifts
  • Number of escalators / moving walks
  • Connected electrical load (kW)
  • Age of the building (years)
  • Contract workers engaged through contractors
  • Solar plant capacity (kW)
  • Number of employees / workers on site

Yes or no

  • Electronic equipment (POS, cold-chain monitors, computers)?
  • Sells own-brand / private-label products (PIBO EPR)?
  • UPS/inverter backup batteries on premises?
  • Vaccination booth or injection room on premises?
  • Bulk waste generator premises (≥100 kg/day or large retail footprint)?
  • Stocks NDPS or Schedule X controlled substances?
  • Active renovation on site?
  • Employs 10 or more people (incl. contract/interns)?
  • Weighs or measures goods sold or bought?
  • Security guards supplied by an agency?
  • Holds an SPCB consent (Water / Air Act) or hazardous-waste authorisation?
  • Rooftop / ground-mounted solar plant on site?

Documents and licences to gather

Collect what you already have as PDFs or clear phone photos. Anything you do not have yet stays on your list as a gap; it does not block setup.

DocumentNeeded
☐ State Drug Controller retail drug licenseAlways
☐ BMW SPCB/PCC authorization certificateIf BMW 2016 applies
☐ CPCB PIBO EPR registration (own-brand products)Always
☐ NDPS/State Drug Controller authorization for controlled substance dispensingIf DRUGS NDPS applies
☐ NDPS record retention compliance (2-year retention policy)If DRUGS NDPS applies
☐ C&D Waste Management PlanIf Construction & Demolition (C&D) Waste applies
☐ ULB approval/intimation for large C&D projectsIf Construction & Demolition (C&D) Waste applies
☐ PIBO role assessment (own-brand packaging — drives CPCB PWM EPR registration obligation)Always
☐ Shops & Establishments Act registrationAlways
☐ POSH Internal Complaints Committee constitution (incl. external member)If POSH Internal Complaints Committee applies
☐ EBWGR certificates (dry, sanitary and special-care waste; wet waste if not processed on site)Always
☐ Lift licence / registration (each lift)If Lifts & escalators applies
☐ Lift maintenance contract (AMC)If Lifts & escalators applies
☐ Lift third-party insuranceIf Lifts & escalators applies
☐ Electrical installation inspection / self-certificationAlways
☐ Electrical Safety Officer appointmentAlways
☐ Fire-safe wiring and supply isolation certificateAlways
☐ Municipal trade / health trade licenceAlways
☐ Weighing instrument verification (Legal Metrology)If Weights & measures applies
☐ Occupancy / completion certificateAlways
☐ Structural stability certificateAlways
☐ Contractor labour licences (50 or more contract workers)Always
☐ Security agency licence (PSARA)Always
☐ Privacy notice for residents / visitors / customers / staffAlways
☐ Personal data breach response planAlways
☐ Electrical Inspector approval of the rooftop solar plantAlways
☐ Self-certification of the rooftop solar plantAlways
☐ Net-metering / grid connection agreement with the discomAlways
☐ Crèche facility for employees' children (50 or more employees)Always

4. Setup evidence: your first-weeks checklist

Setup evidence is the one-time proof of what is on your site: a photo of each bin, the STP nameplate, a copy of each licence. After setup each item appears as a job under Setup Evidence. Photo items for equipment start with a scan of that item's QR sticker, so stick the stickers on first (see Setup evidence and QR stickers).

Compliance officer

ItemEvidenceNeeded
☐ State Drug Controller retail drug licenseCertificateAlways
☐ BMW SPCB/PCC authorization certificateCertificateIf BMW 2016 applies
☐ CPCB PIBO EPR registration (own-brand products)CertificateAlways
☐ NDPS/State Drug Controller authorization for controlled substance dispensingCertificateIf DRUGS NDPS applies
☐ NDPS record retention compliance (2-year retention policy)DocumentIf DRUGS NDPS applies
☐ ULB approval/intimation for large C&D projectsDocumentIf Construction & Demolition (C&D) Waste applies
☐ PIBO role assessment (own-brand packaging — drives CPCB PWM EPR registration obligation)DocumentAlways
☐ Shops & Establishments Act registrationCertificateAlways
☐ POSH Internal Complaints Committee constitution (incl. external member)DocumentIf POSH Internal Complaints Committee applies
☐ EBWGR certificates (dry, sanitary and special-care waste; wet waste if not processed on site)CertificateAlways
☐ Lift / escalator nameplate photo (each lift)PhotoIf Lifts & escalators applies
☐ Lift licence / registration (each lift)CertificateIf Lifts & escalators applies
☐ Lift maintenance contract (AMC)CertificateIf Lifts & escalators applies
☐ Lift third-party insuranceCertificateIf Lifts & escalators applies
☐ Electrical installation inspection / self-certificationCertificateAlways
☐ Electrical Safety Officer appointmentDocumentAlways
☐ Fire-safe wiring and supply isolation certificateDocumentAlways
☐ Municipal trade / health trade licenceCertificateAlways
☐ Weighing instrument verification (Legal Metrology)CertificateIf Weights & measures applies
☐ Occupancy / completion certificateCertificateAlways
☐ Structural stability certificateCertificateAlways
☐ Contractor labour licences (50 or more contract workers)CertificateAlways
☐ Security agency licence (PSARA)CertificateAlways
☐ Privacy notice for residents / visitors / customers / staffDocumentAlways
☐ Named contact for personal-data grievancesDeclarationAlways
☐ Personal data breach response planDocumentAlways
☐ Electrical Inspector approval of the rooftop solar plantDocumentAlways
☐ Self-certification of the rooftop solar plantDocumentAlways
☐ Net-metering / grid connection agreement with the discomDocumentAlways
☐ Crèche facility for employees' children (50 or more employees)DocumentAlways

Manager

ItemEvidenceNeeded
☐ Bin overview photo (position, label & lid) — per bin (each bin)PhotoAlways
☐ C&D Waste Management PlanDocumentIf Construction & Demolition (C&D) Waste applies
☐ Composting unit full overview (each compost unit)PhotoAlways

Operations supervisor

ItemEvidenceNeeded
☐ Four-stream segregation signage and bin infrastructure photoPhotoAlways
☐ Composting unit capacity label (each compost unit)PhotoAlways
☐ Compost output storage area (each compost unit)PhotoAlways

Housekeeping / floor staff

ItemEvidenceNeeded
☐ BMW color-coded bin setup photo (each ward)PhotoIf BMW 2016 applies

Pharmacy in-charge

ItemEvidenceNeeded
☐ Electrical danger notices and shock-treatment chartPhotoAlways

5. Your recurring jobs

These are created automatically once setup is done and come back on their own schedule. Each shows on the phone of the person it is assigned to. The "Usually done by" column is the default; the manager can reassign any job (see Manager guide).

Every day

JobUsually done byEvidenceNeeded
Daily waste log by stream (weigh on collection days)Housekeeping / floor staffReadingsAlways
BMW daily generation log by enabled categoryNurse / ward in-chargeReadingsIf BMW 2016 applies
NDPS controlled substance daily stock/dispensing/balance registerCompliance officerDocumentIf DRUGS NDPS applies
Daily C&D waste volume log by categoryHousekeeping / floor staffReadingsIf Construction & Demolition (C&D) Waste applies

Every week

JobUsually done byEvidenceNeeded
On-site C&D waste segregation zone photo (4-category)Housekeeping / floor staffPhotoIf Construction & Demolition (C&D) Waste applies
No unauthorized C&D dumping declarationOperations supervisorDeclarationIf Construction & Demolition (C&D) Waste applies

Every month

JobUsually done byEvidenceNeeded
Monthly stock expiry audit — all medicines checked; expired stock segregatedHousekeeping / floor staffDocumentAlways
Monthly declaration: no expired medicines in general bins, drains, or burnedCompliance officerDeclarationAlways
Monthly single-use plastic ban auditOperations supervisorChecklistAlways
Plastic waste dispatch to CPCB-authorized recyclerOperations supervisorDocumentAlways
Monthly no-open-burning declarationOperations supervisorDeclarationAlways
Sanitary waste stream handover log (SWM 2026)Housekeeping / floor staffDocumentAlways
Special-care waste stream handover log (SWM 2026)Housekeeping / floor staffDocumentAlways
Monthly lift maintenance visit (each lift)Pharmacy in-chargeChecklistIf Lifts & escalators applies
Monthly first-aid box checkPharmacy in-chargeChecklistAlways

Every quarter

JobUsually done byEvidenceNeeded
Quarterly lift test by a registered person (each lift)Pharmacy in-chargeDocumentIf Lifts & escalators applies
Lift rescue device, alarm and intercom check (each lift)Pharmacy in-chargeChecklistIf Lifts & escalators applies

Every six months

JobUsually done byEvidenceNeeded
Six-monthly lift test by an authorised person (each lift)Pharmacy in-chargeDocumentIf Lifts & escalators applies
Lift rescue mock drillPharmacy in-chargeDocumentIf Lifts & escalators applies

Every year

JobUsually done byEvidenceNeeded
POSH annual report to District OfficerCompliance officerDocumentIf POSH Internal Complaints Committee applies
Annual lift safety certificate / inspection reportPharmacy in-chargeDocumentIf Lifts & escalators applies
Annual earth resistance testPharmacy in-chargeDocumentAlways
Electrical Safety Officer annual inspection and test reportPharmacy in-chargeDocumentAlways
Annual review and erasure of personal data no longer neededPharmacy in-chargeChecklistAlways
Annual crèche facility reviewCompliance officerChecklistAlways

6. Things you log when they happen

These have no fixed date. Log them in the app on the day they happen, so the record is made at the time and not rebuilt later.

WhatWhenUsually logged byNeeded
E-waste handover receipt from registered producer/refurbisher/recyclerEach time it happensOperations supervisorIf EWASTE 2022 applies
Spent battery handover receipt / take-back confirmationEach time it happensOperations supervisorIf BATTERY 2022 applies
CBWTF barcode-scan / handover record per collection visitEach time it happensNurse / ward in-chargeIf BMW 2016 applies
Expired/recalled non-cytotoxic medicine disposal logEach time it happensPharmacy in-chargeIf DRUGS NDPS applies
C&D waste dispatch to authorized processor receiptEach time it happensOperations supervisorIf Construction & Demolition (C&D) Waste applies
Lift accident report to the inspectorEach time it happensPharmacy in-chargeIf Lifts & escalators applies
Electrical accident intimationEach time it happensPharmacy in-chargeAlways
Workplace accident / dangerous occurrence noticeEach time it happensPharmacy in-chargeAlways
Personal data breach intimationEach time it happensCompliance officerAlways
End-of-life solar panels handed only to a registered recycler or the producerEach time it happensCompliance officerIf EWASTE 2022 applies

7. Licence renewals

Enter the expiry date of each licence when you upload it. The app then creates the renewal job ahead of the expiry, so nobody has to remember the date.

RenewalOwnerNeeded
drug retail license renewal task (pre-expiry)Compliance officerAlways
BMW authorisation renewal taskCompliance officerIf BMW 2016 applies
Shops & Establishments registration renewal task (state-specific cycle; some states issue lifetime certificates)Compliance officerAlways
Lift licence / registration — renewalCompliance officerIf Lifts & escalators applies
Lift maintenance contract (AMC) — renewalCompliance officerIf Lifts & escalators applies
Lift third-party insurance — renewalCompliance officerIf Lifts & escalators applies
Electrical installation inspection / self-certification — renewalCompliance officerAlways
Municipal trade / health trade licence — renewalCompliance officerAlways
Weighing instrument verification (Legal Metrology) — renewalCompliance officerIf Weights & measures applies
Structural stability certificate — renewalCompliance officerAlways
Contractor labour licences (50 or more contract workers) — renewalCompliance officerAlways
Security agency licence (PSARA) — renewalCompliance officerAlways

8. Your filing calendar

Filings are statutory returns you submit to a regulator. The app reminds the owner ahead of each due date and collects the figures from the jobs your team has done through the year, so the return is built from real records.

FilingDueWhereRuleNeeded
BMW ANNUAL RETURN30 June every year–BMW 2016If the rule applies
SWM ANNUAL RETURN30 June every year–SWM 2026Always
PWM EPR ANNUAL RETURN30 June every year–Plastic Waste Management Rules, 2016 (as amended)Always
Environmental Statement (Form V)30 September every yearState SPCB portalEnvironmental Statement (Form V)If the rule applies

9. The rules behind all this

Applies to every site of this type

RuleWhat it asks of you
Drug Sale Licence (Schedule H/X)Selling or stocking prescription drugs (Schedule H) or specially controlled drugs (Schedule X) requires a valid retail/wholesale drug licence, sourced only from licensed wholesalers against a valid prescription.
Plastic Waste Management Rules, 2016 (as amended)
SWM 2026

Depends on what is on your site

RuleWhat it asks of you
DRUGS NDPS
BMW 2016
EWASTE 2022
BATTERY 2022
Construction & Demolition (C&D) WasteAny renovation or demolition work must segregate C&D waste per the local authority's plan; projects over 20,000 sq.m also need EPR portal registration.
POSH Internal Complaints CommitteeAny workplace with 10 or more employees must proactively constitute an Internal Complaints Committee, including an external member, at every branch or office location — waiting until a complaint arises is itself a violation.
Lifts & escalatorsA lift runs on a licence and a maintenance contract that both expire. Where the state has a lift Act you get its statutory tests and filings; everywhere you get monthly maintenance, rescue-device checks and an accident log, because the owner answers for a defect that was known and not fixed.
Weights & measuresAny quantity you charge or pay for by weight — including waste weighed at a weighbridge — is only as good as a stamped, in-date instrument.
Environmental Statement (Form V)If your premises runs under an SPCB consent to operate (for an STP, ETP, DG set or boiler) or a hazardous-waste authorisation, you owe the Board a yearly environmental statement — water and raw-material use, pollutants discharged, hazardous and solid waste generated, and measures taken. It is easy to miss because no renewal prompts it.
RuleWhat it asks of you
Shops & Establishments RegistrationNearly every commercial or institutional premises operating in India needs Shops & Establishments registration from the state labour department or municipal corporation — this is separate from any sector-specific licence and applies regardless of business type.
Electrical safetyEvery premises has an electrical installation that needs a current inspection or self-certification. Most fires in buildings start electrically, and a lapsed inspection is the first thing an insurer or investigator asks for.
Trade licenceHotels, restaurants, hospitals, shops and most commercial premises need a trade licence from the local body, and it is often a prerequisite for other licences and utility connections.
Occupancy & structureThe occupancy certificate is the document other licences ask for; in Maharashtra and Gujarat an older building also needs a current structural stability certificate.
Site labour dutiesThese are the labour duties that show up on site — a stocked first-aid box, an accident notice, and proof that the agencies supplying your housekeeping and security staff are licensed. Wages, provident fund and ESI stay with payroll.
Personal data protectionResident, visitor, guest, patient, student and staff records — and CCTV — are personal data. The core duties start on 13 May 2027; these tasks get the notice, breach plan and grievance contact in place before then.

This guide explains how the app helps you keep records. It is not legal advice; your regulator's notification is the final word.

10. Job sheets for each person

Print the section for each person and hand it over with their login. It lists only the jobs that are usually theirs; their role guide explains how to do any job in the app.

Housekeeping / floor staff (Worker access)

Every day

  • Daily waste log by stream (weigh on collection days)
  • Daily C&D waste volume log by category (only if Construction & Demolition (C&D) Waste applies)

Every week

  • On-site C&D waste segregation zone photo (4-category) (only if Construction & Demolition (C&D) Waste applies)

Every month

  • Monthly stock expiry audit — all medicines checked; expired stock segregated
  • Sanitary waste stream handover log (SWM 2026)
  • Special-care waste stream handover log (SWM 2026)

How to do these in the app: Worker guide.

Pharmacy in-charge (Supervisor access)

Every month

  • Monthly lift maintenance visit (each lift) (only if Lifts & escalators applies)
  • Monthly first-aid box check

Every quarter

  • Quarterly lift test by a registered person (each lift) (only if Lifts & escalators applies)
  • Lift rescue device, alarm and intercom check (each lift) (only if Lifts & escalators applies)

Every six months

  • Six-monthly lift test by an authorised person (each lift) (only if Lifts & escalators applies)
  • Lift rescue mock drill (only if Lifts & escalators applies)

Every year

  • Annual lift safety certificate / inspection report (only if Lifts & escalators applies)
  • Annual earth resistance test
  • Electrical Safety Officer annual inspection and test report
  • Annual review and erasure of personal data no longer needed

Each time it happens

  • Expired/recalled non-cytotoxic medicine disposal log (only if DRUGS NDPS applies)
  • Lift accident report to the inspector (only if Lifts & escalators applies)
  • Electrical accident intimation
  • Workplace accident / dangerous occurrence notice

How to do these in the app: Supervisor guide.

Compliance officer (Manager access)

Every day

  • NDPS controlled substance daily stock/dispensing/balance register (only if DRUGS NDPS applies)

Every month

  • Monthly declaration: no expired medicines in general bins, drains, or burned

Every year

  • Annual SWM return filing
  • BMW Annual Return Form IV (June 30) (only if BMW 2016 applies)
  • Annual CPCB PWM EPR return
  • POSH annual report to District Officer (only if POSH Internal Complaints Committee applies)
  • Environmental Statement (Form V) to the SPCB (30 September) (only if Environmental Statement (Form V) applies)
  • Annual crèche facility review

Each time it happens

  • Personal data breach intimation
  • End-of-life solar panels handed only to a registered recycler or the producer (only if EWASTE 2022 applies)

Before the licence expires

  • drug retail license renewal task (pre-expiry)
  • BMW authorisation renewal task (only if BMW 2016 applies)
  • Shops & Establishments registration renewal task (state-specific cycle; some states issue lifetime certificates)
  • Lift licence / registration — renewal (each lift) (only if Lifts & escalators applies)
  • Lift maintenance contract (AMC) — renewal (only if Lifts & escalators applies)
  • Lift third-party insurance — renewal (only if Lifts & escalators applies)
  • Electrical installation inspection / self-certification — renewal
  • Municipal trade / health trade licence — renewal
  • Weighing instrument verification (Legal Metrology) — renewal (only if Weights & measures applies)
  • Structural stability certificate — renewal
  • Contractor labour licences (50 or more contract workers) — renewal
  • Security agency licence (PSARA) — renewal

How to do these in the app: Manager guide.

Operations supervisor (Supervisor access)

Every week

  • No unauthorized C&D dumping declaration (only if Construction & Demolition (C&D) Waste applies)

Every month

  • Monthly single-use plastic ban audit
  • Plastic waste dispatch to CPCB-authorized recycler
  • Monthly no-open-burning declaration

Each time it happens

  • E-waste handover receipt from registered producer/refurbisher/recycler (only if EWASTE 2022 applies)
  • Spent battery handover receipt / take-back confirmation (only if BATTERY 2022 applies)
  • C&D waste dispatch to authorized processor receipt (only if Construction & Demolition (C&D) Waste applies)

How to do these in the app: Supervisor guide.

Nurse / ward in-charge (Supervisor access)

Every day

  • BMW daily generation log by enabled category (only if BMW 2016 applies)

Each time it happens

  • CBWTF barcode-scan / handover record per collection visit (only if BMW 2016 applies)

How to do these in the app: Supervisor guide.