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Introduction

Sometimes specimens are taken out of removed from a box, but you users may also want need to block reserve the position in the box to keep it backensure it remains available for the specimen when it's returned.

The process of retrieving a specimen from a box and blocking the position is called 'Specimen check-out'. Similarly, the process of storing it back at its original location is called 'Specimen check-in'.

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All specimen list pages have the ‘Action → Retrieve' option. This now has an additional checkbox for check-out. Below are the pages that supports 'Specimen check-out' from list-view pages:

  1. Specimen list

  2. Carts

  3. Container Specimen list

  4. Query Result

Expand
titleClick to view the steps to check-out the specimen

Select specimen>> Click on ‘Action’>> Select 'Retrieve'

Retrievecheckout.png


Retrievecheckout1.png

Expand
titleClick here to view the list pages from where the specimens can be checked out

  1. Specimen list page

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  2. Specimen cart list page

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  3. Container list page

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  4. Query Result page

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Overview page

A specimen can be directly checked-out from the specimen overview page

Expand
titleClick here to view the steps

  • From the Specimen overview page, click on ‘More' and select 'Checkout’

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Note: Check out option is not visible if specimen is not stored in a box

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Expand
titleClick here to see the details

  1. When the samples are checked out, there is a transfer event added with the storage status as ‘CHECK-OUT’.

    1. From the specimen overview page click on to the 'Transfer Event'

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  2. The container position is blocked with the specimen label and cannot be used to store any other sample until the position is unblocked.

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3. Specimen status updated to ‘Checked Out’ on overview page

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Check-in specimens

Expand
titleClick here to view the steps to check-in specimens

  1. Specimen can be checked in from the speimen overview page.

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  2. Using the 'Transfer' option multiple specimens can be checked-in. The original location is populated automatically for such specimens.

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Unblock checked-out specimen position

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Expand
titleClick here to view detailed steps

Option 1

Navigate to the container list page->Actions->Unblock

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You can either add labels or barcodes for which the positions are to be unblocked.

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On adding the labels, the blocked positions will be displayed. These will be unblocked once you click on ‘Unblock’

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Option 2

Navigate to the container locations tab of a container that has blocked positions and click on ‘Unblock All’ to vacate all the blocked positions.

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Distribution

You can check out specimens while distributing specimens from user interface.

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Expand
titleClick here to view the steps

  1. From the distribution protocol page navigate to the orders by clicking on 'View Orders'

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  2. Click on ‘Return Specimens’

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  3. Add labels or barcodes of the specimens that were checked-out during distribution and are to be returned.

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  4. For the samples that were checked out, the container location will be auto-populated. Once you click on submit the specimen gets returned and stored in the location specified.

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Bulk Import

You can use the bulk import ‘Update’ function to check out specimens in bulk. Please see the 'Specimen' CSV below to check out the samples. For more details, refer to the wiki page

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Expand
titleClick here to see the screenshots

Query chechout 1.png

The query result will provide you with a list of specimens that were checked out.

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