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For more details on how to use bulk upload, refer to 'Distribution bulk import manual.'

Edit Orders

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It is possible to edit an order in the executed state. To edit an executed order, navigate to the overview page and click on 'Edit.' 

The following order details can be edited for any order:

  1. Name

  2. Receiving Institute

  3. Receiving Site

  4. Requestor

  5. Execution Date

  6. Courier tracking URL

  7. Sender comments

  8. Additional custom form data

  9. Add/ remove services.

The following are NOT editable:

  1. Distribution protocol.

  2. Specimens and their cost or holding locations.

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To see all the filters, go to the ‘Orders' page, and click on the 'Search’ button at the top-right corner.

Search by Name

  • Start typing out the order name in the 'Name' field.

Search by Requestor

  • Click on the 'Requestor' dropdown field and select the requestor.

Search by Receiving Institute

  • Click on the 'Receiving Institute' dropdown field and select the institute.

Search by Distribution Protocol

  • Click on the 'Distribution Protocol' dropdown field and select the DP.

Search by Execution Date

  • Click on the 'Execution Date' and select the date.

Search by Status (New in v8.1)

  • Click on the 'Status' and select the status-pending or executed.

Order Notification Email

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When specimens are distributed, an email containing the order details is sent to the users. The email also contains a link to view more details of the order and an attachment of distributed specimens CSV file. From v10.3 the emails will also display an additional sender comments field mentioning the details entered in the ‘comments’ field while distributing the specimens.

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  • The attachment will have the same name as the 'Order' name. While distributing specimens, if you change the order name, the attachment in the email will also get the same name.

  • From v10.3 the emails will also display an additional sender comments field mentioning the details entered in the ‘comments’ field while distributing the specimens.

  • The emails are sent to the distributor, requestor, and DP coordinator.

  • The CSV attachment and downloaded order report will have the same columns.

  • You can configure the report by referring to the 'Report' section on this page.

Order Email Attachment Options

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You can choose the report type to be sent in the order processed email notification.

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