1 Pre-requisites
2 Transfer containers within/across freezers via UI
3 Move Containers in Bulk

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 includes 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

Transferred container
Descendents of the container
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 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

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.

OpenSpecimen

Transfer Containers (to be deleted)

Pre-requisites

Transfer containers within/across freezers via UI

Move Containers in Bulk