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Table of Contents

Introduction

A site may ship whole boxes of specimens to another site. When receiving site receives these boxes, they store them as is in their freezers. From v4.3, OpenSpecimen allows the user you to track this workflow of shipment of containers from one site to another.

Below are the prerequisites to ship/receive containers using OpenSpecimen:

  • Both the shipping site and receiving site should use the same instance of OpenSpecimen.

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  • To ship containers,

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  • you need to have access to the site where containers are stored.

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  • You cannot ship containers from multiple sites within one shipment.

  • When receiving a shipment,

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  • you can store the received containers in the parent containers of the receiving site only.

Create

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Shipment/ Shipment Request

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  • From Home page navigate to 'Shipments'.

  • Click on the 'Create' button and select the option 'Containers'

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  • Enter all valid details, select sending site and receiving site, and click on

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  • the ‘Next’ button. Select the checkbox ‘Shipment Request’ if you want to generate request (available from v10.3).

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Info

Note

From v10.3 Unique shipment names will be auto-generated with the format 

  • Regular Shipments: Shipment_<date>_<time>

  • Request Shipments: Shipment_Request_<date>_<time>

  • In the next screen, enter the container names separated by a comma, tab, or new line and click on the ‘Add’ button

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  • .

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  • Check the list of containers to be requested/ shipped, make changes, if any, and click on

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Note
User is able to save the shipment as a draft by clicking the ‘Save Draft’ button.

  • the ‘Submit Request’/ ‘Ship’ button. From v10.2 onwards, users will be able to see container CP and specimen types restrictions for the container being shipped.

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Info

  • The users selected under the field ‘Notify Users’ while creating a shipment

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  • will be notified when the container is shipped

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Receive Shipment of Containers

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  • .

  • You save the shipment as a draft by clicking the ‘Save Draft’ button.

  • Once the shipment is “Shipped“, you cannot edit the “Notify Users“ field.

  • You can see the “Notify Users“ field on the overview page for the Shipped shipments but cannot see it on the edit screen.

Receive

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  • To receive the container shipment, log in as a user from the receiving site and select the ‘Shipments’ card from the home page.

  • Select the newly created

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  • container shipments from the list

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  • .

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  • Click on the ‘Receive’ button from the shipments overview page

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  • .

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  • Review the shipment details and click on the ‘Next’ button.

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    • Select parent containers from the receiving site to store the shipped containers and click on the ‘Receive’ button

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    • . From v10.2 onwards, users will be able to see container CP and specimen types restrictions for the container being shipped.

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    • Click on the ‘Download Report’ button from the shipments overview page to download the shipment report

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    • .

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    Info

    • The sender of the shipment will be notified when the container is received at the receiving site

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    ...

    • .

    • Once the shipment is ”Received”, you cannot edit the “Notify Users“ field.

    • You can see the “Notify Users“ field on the overview page for the Received shipments but cannot see it on the edit screen.

    The system adds ‘Shipment Shipped Event’ and ‘Shipment Received Event’ respectively for the specimens stored in the shipped or received containers

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    Delete

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    • The delete feature is supported to delete the shipments created by mistakes by users, or the shipments of which the record is not necessary.

    • Users can delete the shipments in all pending, shipped, and received statuses. 
      - Users with sending site access only can delete the shipment which is in ‘Shipped’ status.
      - Users with receiving site access only can delete the shipment which is in ‘Received’ status.

    • To delete the shipment navigate to the shipment → Delete → Yes. 

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    • When the ‘Shipped’ status shipments are deleted, the corresponding ‘Shipment Shipped Event’ from all the shipment specimens is deleted as well.

    • When ‘Received’ status shipments are deleted, the corresponding ‘Shipment Shipped Event’ and

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    • 'Shipment Received Event’

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    • from all the shipment specimens is deleted as well.

    • The original location of the specimens that were part of the deleted shipment will not be restored.

    Create in bulk

    You can create the a shipment of containers holding the specimens in bulk, for . For more details, refer to 'Create/Update Container Shipments'.