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From v10.x, OpenSpecimen supports the below features.

Action

Description

Color Code

Check-Out

Temporarily removes the container from the position and blocks the position.

Amber

Check-In

Returns the container to the same position as before check-out.

Green

Archive

Removes the container from the position and cannot be used to store specimens again. On archiving a parent container, all child containers are also automatically archived. You cannot archive a container if specimens are stored in a container

Red

Transfer

Move the container from one position to another within/ across freezers. All child containers and stored specimens are also transferred automatically

-

Unblock

The locations blocked by the checked out specimens can be unblocked in bulk from the containers list view by scanning the checked out specimen labels/barcodes.

Check-out

 Click here to view steps for container Checkout
  1. From the containers page, click on Actions → Checkout

2. Scan/paste the container's unique name or barcode and Click on Add

3. Add a reason (mandatory) → Submit

4. Checked-out containers can be identified in 4 ways

  1. Container is displayed at the bottom of the parent container

  2. ‘Blocked’ icon is seen in the ‘Map view’

  3. ‘Amber’ colored dot appears in front of the Container name

  4. On the overview page of the container, the word 'Checked out' appears

Check-in

 Click here to view steps for container Check-in

Steps to check in

  1. From the containers page, click on Actions → Checkin

2. Scan/paste the container's unique name or barcode and click on “Add”. (Note: Only checked-out containers can be checked-in).

3. The original position of the container during ‘Checkout’ is displayed by default. Add a reason (mandatory) → Submit.

Note: If you want to change the position of the container, you can manually update the ‘Parent Container’. In such cases, the blocked position during the ‘Checkout’ is released.

4. Checked-in container can be seen as a regular container in the tree view

Archive

 Click here to view steps for container Archive

Steps to Archive

  1. From the containers page, click on Actions → Archive

2. Scan/paste the container's unique name or barcode (check the checkbox) and Click on “Add”

3. Add a reason (mandatory) → Submit.

4. Archived containers can be identified in 3 ways

  1. Container is moved to the bottom of the parent container in the hierarchy

  2. ‘Red’ colored dot appears in front of the container name

  3. On the overview page of the container, the word 'Archived' appears

Unarchive

 Click here to view steps for container Unarchive

Steps to Unarchive:

  1. From the containers page, click on Actions → Archive

  2. ‘Parent Container’ is defaulted to the original position. Users can choose to update the position to ‘Archive’. Once the position is finalized, users need to enter a reason (mandatory)

3. Unarchived container is displayed in the tree view

Transfer

 Click here to view steps to transfer containers via UI

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.

  1. 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. The transferred container can be seen under the selected Parent container.

Transfer event is added at 3 places

  • Transferred container

  • Descendants of the container

  • All specimens in container/ descendants

Unblock

 Click here to view details
  1. From the containers page, click on Actions →Unblock

  2. User can scan specimen labels or barcodes for which the container positions are blocked

  3. After adding labels, click Add

  4. The blocked positions will be auto-populated and the user can click on ‘Unblock’ to free up the container positions

Report

The above actions can be tracked using the Container Transfer Report. The field ‘Reason’ in the 'Transfer Report' specifies the action and the reason.

On Overview page

 Click here to expand

All the above actions can also be done per-container on the individual pages.

  1. Go to the Container you wish to perform the action.

  2. Click on “More”

Note: Option ‘Check-in’ appears for ‘Checked-out’ containers; 'Unarchive' appears for 'Archived' containers.

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