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Introduction
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.
Introduced in v10.1
Video
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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 ‘Action → Retrieve' option. This now has an additional checkbox for check-out.
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| title | Click here to view the list pages from where the specimens can be checked out |
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Participant overview page -> Specimen tab -> Specimen list page
Specimen list page
Specimen cart list page
Container list page
Query Result page
Overview pages
Below are the pages that support 'Specimen check-out' from list-view pages:
Specimen list
Carts
Container Specimen list
Query Result
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Overview Page
A specimen can be directly checked out from the specimen overview page
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From the Specimen overview page, click on ‘More' and select 'Checkout’  Check out option is not visible if specimen is not stored in a box  |
Check-out status
Specimens are labelled with a checked-out status to simplify identification.
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3. Specimen status updated to ‘Checked Out’ on |
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the overview page  |
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
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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.
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Option 1
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Option 2
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Distribution
You can check out specimens while distributing specimens from the user interface and via bulk import as well.
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Return
Specimens listed in the order can be returned to their original locations from which they were checked out during distribution.
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Bulk Import
You can bulk update the samples use the bulk import ‘Update’ function to check -out the sample by importing a file. You need to provide true or yes in the ‘Checkout’ column to check-out specimens in bulk. Please see the 'Specimen' CSV below to check out the samples.
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For more details, refer to the wiki page for specimen CSV.
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Here is the sample CSV file:
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Query
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You can query for the checked-out samples by adding the below mentioned filter
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The query result will provide you with a list of specimens that were checked out.
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specimen using the reporting module, for more details refer to Query currently checked-out samples.