Introduction

Sometimes specimens Specimens are sometimes taken out of a box, but you users may also want need to block reserve the position in the box to keep it back. The process of retrieving a specimen from a box for when the specimen is returned. This process is known as 'Specimen check-out' when retrieving the specimen and blocking the position is called , and 'Specimen check-out'. Similarly, the process of in' when storing it back at in its original location is called 'Specimen check-in'.Earlier, when . When a specimen was previously retrieved, the box position was vacated and someone could use that position for a different specimen.would become available for reuse with a different specimen. Now, with the 'Check-Out' feature, users can reserve the position, preventing its reassignment.

Video

Check-out specimens

You can check out /in specimens from multiple places using the 'Actions' button.

List pages

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

1. Specimen list

2. Carts

3. Container Specimen list

4. Query Result

Overview pages

Overview Page

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

Expand
title Click here to view overview pages to check-out samples	the steps
From the Specimen overview page, click on ‘More' and select 'Checkout’ Image Added Check out option is not visible if specimen is not stored in a box ) Image Removed

Check-out status

In OpenSpecimen, specimens are marked Specimens are labelled with a checked-out status to facilitate easier simplify identification.

Expand
title Click here to see the details
When the samples are checked out, there is a transfer event added with the storage status as ‘CHECK-OUT’. From the specimen overview page click on to the 'Transfer Event' Image Modified Details of check-out will be displayed Image Modified The container position is blocked with the specimen label and cannot be used to store any other sample until the position is unblocked. Image Removed Image Added 3. Specimen status updated to ‘Checked Out’ on the overview page Image RemovedImage Added

Check-in specimens

Once you are done testing the specimens, you can check in the specimens. While doing so the original location is populated automatically for these specimens

Unblock checked-out specimen position

You can unblock the check-out specimen positions from the container in bulk. For example: The If the specimens were distributed and not returned back, the container positions that were blocked during distribution check-out need to be freed for utilization.

Expand
title Click here to view detailed steps
Option 1 Navigate to the container list page->Actions->Unblock Image Removed Image Added You can either add labels or barcodes for which the positions are to be unblocked. Image Removed Image Added On adding the labels, the blocked positions will be displayed. These will be unblocked once you click on ‘Unblock’ Image Removed Image Added 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. Image Removed Image Added

Distribution

You can check out specimens while distributing specimens from the user interface and via bulk import as well.

Return

Specimens listed in the order can be returned to their original locations from which they were checked out during distribution.

Bulk Import

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

Image Removed

...

Query

You can query for the checked-out samples by adding the below mentioned filter

...

Image Removed

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

...

specimen using the reporting module, for more details refer to Query currently checked-out samples.