Containers can be transferred from one position to another across freezers (v10.x) or within the same freezer (earlier versions). It adds a "Transfer Event" on the container and stored specimens to keep an audit of these movements and include them in reports.
Pre-requisites
The 'Parent Site' should be the same for source and destination containers.
The 'Collection Protocol' and 'Specimen Types' restrictions should match.
The new positions to which the containers are being moved should not be already occupied.
Transfer containers within/across freezers via UI
From the containers page click on Actions → Transfer
2. Scan/paste the container's unique name or barcode and Click on Add
3. Select the Parent container and position, add a reason (mandatory) → Submit
4. Transferred container can be seen under the selected Parent container. Transfer event is added at 3 places
a. Transferred container
b. Descendents of the container
c. All specimens in container/ descendants
5. You can also ‘Transfer’ individual containers from the container overview page → More → Transfer
Note:
Selecting Parent Container:
The dropdown shows the first 100 values that are available.
You can click on the "Search" icon (magnifying glass) from the pop-up to see the containers eligible as a parent location for the transfer container.
Alternatively, you can start typing the initials of the container name, and it will appear.
Select any container by clicking on "Select".
Choose the location you want to move the container in and click on "Done".
Move Containers via UI
Go to the containers page, and select the container to be moved.
On the container overview page, click on 'Transfer'.
The transfer tab is available at each container level, enabling its transfer. Hence a user can transfer a box, a rack, a shelf, etc., from one container to another.
Select the new container from the 'Parent Container' dropdown list and fill in the other mandatory details such as column number, row number, date & time, reason, etc.
Click on Transfer.
Note:
The dropdown shows the first 100 values that are available.
You can click on the "Search" icon (magnifying glass) from the pop-up to see the containers eligible as a parent location for the transfer container.
Alternatively, you can start typing the initials of the container name, and it will appear.
Select any container by clicking on "Select".
Choose the location you want to move the container in and click on "Done".
Fields | Description |
|---|---|
Site | The parent site to which the container is to be transferred |
Parent Container | The name of the destination parent container under which the transfer is to be made transferred. A dropdown will show containers specific to the selected parent site. |
Transferred by user | User who is performing the transfer. It defaults to the logged-in user data |
Date and Time | The timestamp at which the transfer is made. By default, it is the current datetime |
Reasons | You can specify the reason for the transfer. |
Move Containers in Bulk
Go to the containers page, and select 'Import' under more.
On the import page, download the template file and fill in the fields mentioned in the table.
Column Name | Datatype | Mandatory? (Update) | Description | Validations |
|---|---|---|---|---|
Name | String | Yes | Name of the containers that need to be moved | It should be an existing and unique name within the system storage |
Storage Location#Parent Container Name | String | Yes | The name of the parent container, i.e., New Location | |
Storage Location#Column | Integer | The new position in its container | ||
Storage Location#Row | Integer | The new position in its container |
Once all data is filled, save it as CSV and import the file. Make sure the 'Update' operation is selected.
Optionally, positions can be kept blank, and the system will allocate the next available position in the specified container.
Transfer Event
The system creates transfer events for the container which has been moved. The transfer events can be viewed from the 'Transfer Events' tab on the left-hand side.
If specimens are stored inside such a box, a transfer event is also created for each specimen, along with the container transfer event.
Clicking on the 'Container Transfer Event' from the 'Specimen Overview' page displays the details about the transferred container.
