Introduction

Specimens are sometimes taken out of a box, but users may also need to reserve the position for when the specimen is returned. This process is known as 'Specimen check-out' when retrieving the specimen and blocking the position, and 'Specimen check-in' when storing it back in its original location. When a specimen was previously retrieved, the box position would become available for reuse with a different specimen. Now, with the 'Check-Out' feature, users can reserve the position, preventing its reassignment.

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Check-out specimens

You can check out specimens from multiple places using the 'Actions' button.

List pages

All specimen list pages have the ‘Action → Retrieve' option. This has an additional checkbox for check-out. Below are the pages that support 'Specimen check-out' from list-view pages:

1. Specimen list

2. Carts

3. Container Specimen list

4. Query Result

Overview Page

A specimen can be directly checked out from the specimen overview page

Check-out status

Specimens are labelled with a checked-out status to simplify identification.

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

Unblock checked-out specimen position

You can unblock the check-out specimen positions from the container in bulk. For example: If the specimens were distributed and not returned, the container positions that were blocked during distribution check-out need to be freed for utilization.

Distribution

You can check out specimens while distributing specimens from the user interface.

Return

Specimens listed in the order can be returned to their original locations from which they were checked out during distribution.

Bulk Import

You can use the bulk import ‘Update’ function to check out specimens in bulk. Please see the 'Specimen' CSV below to check out the samples. For more details, refer to the wiki page for specimen CSV.

Query

You can query for the checked-out specimen using the reporting module, for more details refer to Query Checked-Out Specimens.