1 Check-out
2 Check-in
3 Archive
4 Unarchive
5 Transfer
6 Unblock
7 Report
8 On Overview page

Demo videos

From v10.x, OpenSpecimen supports the below features.

Action	Description	Color Code

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

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

Container is displayed at the bottom of the parent container
‘Blocked’ icon is seen in the ‘Map view’
‘Amber’ colored dot appears in front of the Container name
On the overview page of the container, the word 'Checked out' appears

Check-in

Steps to check in

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

Unarchive

Steps to Unarchive:

From the containers page, click on Actions → Archive
‘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

Pre-requisites

The 'Parent Site' of the source and destination containers should be same OR should both be part of the CP Sites (if there are specimens stored)
The 'Collection Protocol' and 'Specimen Types' restrictions should match.
The new positions to which the containers are being moved should not be already occupied.

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

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.

Container Actions