Difference between revisions of "Adding racks of specimens"

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When a rack of specimens is ready to be stored in a container; the rack, the specimens it contains, and the destination container must all be recorded in Tube Tracker.  
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When a rack of specimens is ready to be stored in a container; the rack, the specimens it contains, and the destination container must all be recorded in tube.tracker.  
  
  
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== Adding a Rack ==
 
== Adding a Rack ==
  
# Select a destination container from the '''Container''' drop down menu to designate where Tube Tracker will store the rack. If administrators have specified a default container, it will be pre-selected.[[image:add_rack_main.jpg|none|frame|'''Rack Adding Screen''']]<br clear="all" />
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# Select a destination container from the '''Container''' drop down menu to designate where the rack will be stored. If administrators have specified a default container, it will be pre-selected.[[image:add_rack_main.jpg|none|frame|'''Rack Adding Screen''']]<br clear="all" />
 
# Select the type of rack from the '''Rack Type''' drop-down menu. If administrators have specified a default rack type, it will be pre-selected.
 
# Select the type of rack from the '''Rack Type''' drop-down menu. If administrators have specified a default rack type, it will be pre-selected.
# Enter or scan a Rack ID into the '''Rack ID''' text box. If the provided Rack ID is already in use, Tube Tracker will display an error message and request that a new, unique Rack ID be entered. While every rack must have a unique Rack ID, this does not mean that racks cannot be emptied and reused.
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# Enter or scan a Rack ID into the '''Rack ID''' text box. If the provided Rack ID is already in use, an error message will be displayed and a new, unique Rack ID will be requested. While every rack must have a unique Rack ID, this does not mean that racks cannot be emptied and reused.
 
# Click on the '''Add Note''' check box to reveal a text box in which a note about this rack can be added.
 
# Click on the '''Add Note''' check box to reveal a text box in which a note about this rack can be added.
 
# To save the rack and proceed to adding specimens to it, click the button corresponding to one of the two entry methods listed below:
 
# To save the rack and proceed to adding specimens to it, click the button corresponding to one of the two entry methods listed below:
## '''Bulk Add Specimens''': This method reduces the loading time when adding specimens by forcing the user to save the entered specimens when all of the specimens in the rack have been entered as opposed to saving each specimen as it is entered.  Therefore, this method is best used when a rack of specimens will be entered over a short period of time.  Using this method over a longer period of time increases the risk of the user's session timing out and the entered but unsaved specimen data being lost.
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## '''Bulk Add Specimens''': This method reduces the loading time when adding specimens by relying on the user to save the entered specimens when all of the specimens in the rack have been entered as opposed to automatically saving each specimen as it is entered.  Therefore, this method is best used when a rack of specimens will be entered over a short period of time.  Using this method over a longer period of time increases the risk of the user's session timing out and the entered but unsaved specimen data being lost.
 
##* '''Note:''' ''This feature requires Microsoft Internet Explorer 4.0+ or Netscape 6.0+''
 
##* '''Note:''' ''This feature requires Microsoft Internet Explorer 4.0+ or Netscape 6.0+''
## '''Add Specimens''': Also referred to as the Conventional Add Specimens method.  This is the most reliable method for specimen entry. As each specimen is scanned or otherwise entered, it is saved before entering the next specimen. Therefore, this method is best used when a rack of specimens will be entered over a longer period of time. Using this method over a shorter period of time may unnecessarily increase the amount of time needed to enter a rack of specimens by saving each specimen as it is entered as opposed to saving the rack after all of the specimens have been entered.
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## '''Add Specimens''': Also referred to as the Conventional Add Specimens method.  This is the most reliable method for specimen entry. As each specimen is entered or scanned in, it is saved and the screen is reloaded before the next specimen can be entered. Therefore, this method is best used when a rack of specimens will be entered over a longer period of time. Using this method over a shorter period of time may unnecessarily increase the amount of time needed to enter a rack of specimens by saving each specimen as it is entered as opposed to saving the rack after all of the specimens have been entered.
 
#* Pressing the '''Enter''' key on the keyboard after typing or scanning in the Rack ID will automatically select the preferred method for the browser (Typically this will be Bulk Add Specimens).
 
#* Pressing the '''Enter''' key on the keyboard after typing or scanning in the Rack ID will automatically select the preferred method for the browser (Typically this will be Bulk Add Specimens).
  
  
== Specimen Adding Screens ==
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== Specimen Entry Screens ==
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=== Overview ===
 
=== Overview ===
  
The Bulk and Conventional Specimen Adding Screens contain many of the same characteristics including a Header, Graphical Rack Representation & Specimen Data Entry Section.
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The Bulk and Conventional Specimen Entry Screens contain many of the same characteristics including a Header, Graphical Rack Representation & Specimen Data Entry Section.
 
<table><tr><td>[[image:Bulk_Specimen_Entry.jpg|none|frame|'''Bulk Specimen Entry Screen''']]</td><td>[[image:Conventional_Specimen_Entry.jpg|none|frame|'''Conventional Specimen Entry Screen''']]</td></tr></table><br/>
 
<table><tr><td>[[image:Bulk_Specimen_Entry.jpg|none|frame|'''Bulk Specimen Entry Screen''']]</td><td>[[image:Conventional_Specimen_Entry.jpg|none|frame|'''Conventional Specimen Entry Screen''']]</td></tr></table><br/>
  
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=== Header ===
 
=== Header ===
  
At the top of both specimens adding screens are the current entry method in black text, followed by the Rack ID and Destination Container on the line below in green text. <table><tr><td>[[image:Bulk_add_top_lines.jpg|none|frame|'''Bulk Specimen Entry Screen<br/>Header''']]</td><td>[[image:conventional_add_top_lines.jpg|none|frame|'''Conventional Specimen Entry Screen<br/>Header''']]</td></tr></table><br/>
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At the top of both specimens entry screens are the current entry method in black text, followed by the Rack ID and destination Container Name on the line below in green text. <table><tr><td>[[image:Bulk_add_top_lines.jpg|none|frame|'''Bulk Specimen Entry Screen<br/>Header''']]</td><td>[[image:conventional_add_top_lines.jpg|none|frame|'''Conventional Specimen Entry Screen<br/>Header''']]</td></tr></table><br/>
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Ensure that the correct Rack ID and destination Container Name are displayed here. If either are incorrect:
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* In Bulk Specimen Entry Method click the '''Cancel Rack Button''' to return to the Rack Adding Screen. The rack has not yet been created and no corrective action is needed.
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* In Conventional Specimen Entry Method click the '''Cancel Button''' to return to the Rack Adding Screen. The rack has been created. To modify the Rack ID, refer to the [[Editing_racks_and_specimens|Editing Racks and Specimens]] page. To modify the container in which the rack is stored, refer to the [[Transferring_racks_between_storage_containers|Transferring Racks Between Storage Containers]] page.
  
  
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</gallery><br/>
 
</gallery><br/>
 
For two-dimensional racks, the columns and rows are labeled such that each position in the rack can be identified using two numbers or a letter and a number depending on the institution's settings. Position 2-3 (or B-3) refers to the second column from the left and the third row from the bottom. Column numbers (or letters) increase from left to right and row numbers increase from bottom to top.
 
For two-dimensional racks, the columns and rows are labeled such that each position in the rack can be identified using two numbers or a letter and a number depending on the institution's settings. Position 2-3 (or B-3) refers to the second column from the left and the third row from the bottom. Column numbers (or letters) increase from left to right and row numbers increase from bottom to top.
Each square in this grid represents either a specimen or an open space where a specimen can be stored. It is color coded as such:
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Each square in this grid represents either a specimen or an open space where a specimen can be stored. The Graphical Rack Representation is color coded as such:
 
* The <span style="color: #000080;">'''Blue'''</span> square (1-7 in the two dimensional rack example below) indicates the position where the next specimen will be input. By default, it will start in position 1-1 (or A-1) and will increment one row every time a specimen tube is scanned.
 
* The <span style="color: #000080;">'''Blue'''</span> square (1-7 in the two dimensional rack example below) indicates the position where the next specimen will be input. By default, it will start in position 1-1 (or A-1) and will increment one row every time a specimen tube is scanned.
 
* <span style="color: #FFFFFF;  background-color: #000000;">'''White'''</span> squares denote open positions on the rack that can accept a new specimen or remain empty.
 
* <span style="color: #FFFFFF;  background-color: #000000;">'''White'''</span> squares denote open positions on the rack that can accept a new specimen or remain empty.
 
* <span style="color: #FF0000">'''Red'''</span> circles indicate previously scanned specimens that have been saved successfully.  If the red circle surrounds a black N then there is a note for that specimen.
 
* <span style="color: #FF0000">'''Red'''</span> circles indicate previously scanned specimens that have been saved successfully.  If the red circle surrounds a black N then there is a note for that specimen.
* <span style="color: #008000">'''Green'''</span> circles represent specimens that have been added but not saved. They appear only when using the Bulk Add Specimens Method since the Conventional Add Specimens Method saves the rack after each specimen is entered.
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* <span style="color: #008000">'''Green'''</span> circles represent specimens that have been added but not saved. They appear only when using the Bulk Specimen Entry Method since the Conventional Specimen Entry Method saves the rack after each specimen is entered.
 
* Reveal the Specimen ID of a specimen by holding the mouse pointer over a specimen. This is quick and easy method of verifying previously scanned specimens.
 
* Reveal the Specimen ID of a specimen by holding the mouse pointer over a specimen. This is quick and easy method of verifying previously scanned specimens.
[[Image:bulk_add_rack_graphic2.jpg|none|frame|'''Two Dimensional Rack''']]
 
  
  
 
=== Specimen Data Entry ===
 
=== Specimen Data Entry ===
The specimen data entry portion of the screen displays the details of the entry process and provides the ability to enter new Specimen IDs.[[image:bulk_add_spec_info.jpg|none|frame|'''Specimen data entry portion''']]<br clear="all" />
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The specimen data entry section of the screen displays the details of the entry process and provides the ability to enter new Specimen IDs.[[image:bulk_add_spec_info.jpg|none|frame|'''Specimen Data Entry Section''']]<br clear="all" />
 
* '''Last ID Entered''': Displays the most recently entered specimen's Specimen ID and Rack Position. If no specimens have been entered yet, this line will display N/A.
 
* '''Last ID Entered''': Displays the most recently entered specimen's Specimen ID and Rack Position. If no specimens have been entered yet, this line will display N/A.
 
* '''Current Position''': Indicates the position in the rack where the next specimen will be entered. This corresponds to the blue box in the Graphical Rack Representation. The Current Position can be changed at any time by clicking on a new position in the grid.
 
* '''Current Position''': Indicates the position in the rack where the next specimen will be entered. This corresponds to the blue box in the Graphical Rack Representation. The Current Position can be changed at any time by clicking on a new position in the grid.
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== Bulk Add Method ==
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== Bulk Specimen Entry Method ==
  
Adding a specimen:
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=== Adding a specimen ===
# Ensure that the current position (represented by the blue square) matches the position of the specimen tube to be added in the rack. While scanning multiple specimens, tube.tracker automatically moves the current position forward to the next empty space.<br>If the position that is currently marked is not correct, click on the correct position in the grid. The blue marker will move to the correct position and the Current Position display will change accordingly.
 
# Add the Specimen ID in the box labeled '''Specimen ID''' by scanning the specimen label with a barcode scanner or using a keyboard to type in the Specimen ID. When using keyboard entry, pressing the Enter key on the keyboard after inputting the Specimen ID will submit the Specimen ID and advance to the next available position.[[image:bulk_add_change_rack_pos.jpg|none|frame|'''Bulk entry screen''']]<br clear="all" />
 
  
Correct an error in an entered specimen:
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# Ensure that the Current Position (represented by the blue square) matches the position of the specimen tube being added in the rack. If the Current Position indicator is not on the correct grid square, click on the correct grid square. The indicator will move and the Current Position display will update accordingly.
# Click on the position of the specimen to be changed. The blue square will appear over the rack position and a '''Specimen Operations''' dialog box will appear. This box displays the different operations available to the user.
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# Type or scan the Specimen ID into the '''Specimen ID Text Box'''.
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# If a note does not need to be added to the specimen:
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## Ensure that the '''Add Note Check Box''' is not selected.
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## Press the '''Enter Key''' on the keyboard or click the '''Add Spec Button''' to enter the specimen.
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# If a note needs to be added to the specimen:
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## Ensure that the '''Add Note Check Box''' is selected.
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## The '''Add Note Text Box''' will appear in which a note can now be entered.
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## Click the '''Add Spec Button''' to enter the specimen and its note.
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#* When entering several consecutive specimens that have notes, press the '''Enter Key''' on the keyboard after typing or scanning in the Specimen ID to move the cursor from the '''Specimen ID Text Box''' to the '''Add Note Text Box'''.
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# The Current Position indicator will automatically move to the next available grid square in the current column before proceeding to the next column.
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# Repeat steps 1-5 until all specimens and their notes have been entered.
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# Click the '''Save Rack Button''' to save the entered specimens to the database.
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:'''Entered specimens are not saved until the Save Rack button is clicked.  Do not attempt to start another operation or close the browser window until specimens are saved or the entered specimens will be lost.'''
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:Clicking the '''Cancel Rack Button''' will cause a confirmation dialog box to appear.  In the dialog box, clicking the '''OK Button''' will cancel the specimen entry and all specimens scanned that had not been saved will be discarded. Clicking the '''Cancel Button''' will close the dialog box allowing more specimens to be added.
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 +
 
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=== Modifying an Entered Specimen ===
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:Any specimen that has been entered and not yet saved can be modified before saving the rack. These specimens are denoted by the green circle icons. To modify a specimen that has been saved (red circle icons), refer to the [[Editing_racks_and_specimens|Editing Racks and Specimens]] page.
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# Click on the grid square of the specimen being modified. The blue square will appear over the rack position and the '''Specimen Operations''' dialog box will appear. This box displays the different operations available.
 
# If the specimen does not have a note associated with it:[[image:bulk_add_change_rack_pos_sans_note.jpg|none|frame|'''Specimen Operations box: <br>No specimen note''']]
 
# If the specimen does not have a note associated with it:[[image:bulk_add_change_rack_pos_sans_note.jpg|none|frame|'''Specimen Operations box: <br>No specimen note''']]
#* ''Delete'': Deletes the currently selected specimen from the rack.
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#* ''Delete Button'': Deletes the currently selected specimen from the rack.
#* ''Add Note'': Marks that there is now a note for this specimen and brings up the text box for a note to be entered.  Click the '''Update''' button after adding a note to save and continue.
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#* ''Add Note Button'': Marks that there is now a note for this specimen and brings up the text box for a note to be entered.  Click the '''Update Button''' after adding a note to save and continue.
#* ''Close'': Closes the '''Specimen Operations''' box selects the next open space for a specimen to be added.  
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#* ''Close Button'': Closes the '''Specimen Operations''' box selects the next open space for a specimen to be added.  
 
# If the specimen does have a note associated with it:[[image:bulk_add_change_rack_pos_with_note.jpg|none|frame|'''Specimen Operations box: <br>With specimen note''']]
 
# If the specimen does have a note associated with it:[[image:bulk_add_change_rack_pos_with_note.jpg|none|frame|'''Specimen Operations box: <br>With specimen note''']]
#* ''Delete'': Deletes the currently selected specimen from the rack.
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#* ''Delete Button'': Deletes the currently selected specimen from the rack.
#* ''Clear Note'': Removes the note from the specimen and marks the specimen as having no note.
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#* ''Clear Note Button'': Removes the note from the specimen and marks the specimen as having no note.
#* Update a note by changing its text as desired and clicking the '''Update''' button.
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#* Update a note by changing its text as desired and clicking the '''Update Button'''.
<li> '''IMPORTANT''': When using the Bulk Add method of specimen entry, the user must save the newly added specimens (shown as green circles) when finished scanning. This can be done in two ways:
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# If the rack is filled to capacity by scanning a specimen into the last open position, tube.tracker will automatically save the rack.
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# If the rack is not filled to capacity, click the '''Save Rack''' button. This will submit the specimen data and save the rack. After a rack is saved, the Add New Rack page appear for the next rack to be added.
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== Conventional Add Method ==
<li> Add a note to the specimen if applicable.  Click on the '''Add Note''' check box.  This will display the note text area in which the note can be typed.  One important workflow item to note is that if the Add Note check box is checked, pressing '''Enter''' or scanning in a tube will automatically move the cursor into the note text area. If the '''Add Note''' box is not checked, pressing '''Enter''' or scanning in a tube will add the specimen to the rack.
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:Appearance and functionality of the Conventional Specimen Entry Method is very similar to the Bulk Specimen Entry Method listed above.
<li> Add the specimen to the rack. This can be done several ways:
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# Press the '''Enter''' key on the keyboard
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=== Adding a specimen ===
# Scan a tube
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# Use the shortcut key - '''Ctrl-Q''' when the note text box is displayed
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# Ensure that the Current Position (represented by the blue square) matches the position of the specimen tube being added in the rack. If the Current Position indicator is not on the correct grid square, click on the correct grid square. The indicator will move and the Current Position display will update accordingly.
# Click the '''Add Spec''' button whether or not there is a note
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# Type or scan the Specimen ID into the '''Specimen ID Text Box'''.
<li> Clicking the '''Cancel Rack''' button will cause a confirmation dialog box to appear.  In the dialog box, clicking the '''OK''' button will cancel the specimen entry and all specimens scanned that had not been saved will be discarded. Clicking the '''Cancel''' button will close the dialog box allowing more specimens to be added.
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# If a note does not need to be added to the specimen:
</ol>
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## Press the '''Enter Key''' on the keyboard or click the '''Add Spec Button''' to enter and save the specimen.
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# If a note needs to be added to the specimen:
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## Ensure that the '''Add Note Check Box''' is selected.
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## The '''Add Note Text Box''' will appear in which a note can now be entered.
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## Click the '''Add Spec Button''' to enter and save the specimen and its note.
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#* Unlike the Bulk Specimen Entry Method, pressing the '''Enter Key''' on the keyboard after typing or scanning in the Specimen ID ''will not'' move the cursor from the '''Specimen ID Text Box''' to the '''Add Note Text Box'''. Instead the specimen will be entered and saved without a note.
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# The Current Position indicator will automatically move to the next available grid square in the current column before proceeding to the next column.
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# Repeat steps 1-5 until all specimens and their notes have been entered.
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# Click the '''Close Rack Button''' to exit the Specimen Entry Screen.
  
  
== '''Conventional Add Method''' ==
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=== Modifying an Entered Specimen ===
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:Unlike the Bulk Specimen Entry Method, in the Conventional Specimen Entry Method specimens are saved as soon as they are entered.  Therefore, clicking on an entered specimen will not provide the option to edit the specimen. To modify specimens, refer to the [[Editing_racks_and_specimens|Editing Racks and Specimens]] page.
  
# Appearance and functionality of the Conventional Add Method is very similar to the Bulk Add Method listed above. Please read the Bulk Add Method section for basic specimen input information. The differences will be highlighted below.
 
# Similar to the Bulk Add Method, at the top of the Conventional Add Specimens screen is the the current entry method in black text,  followed by the Rack ID and Destination Container below it in green text. Confirm that this information is correct before beginning input. If any of the information is incorrect, click the '''Close Rack''' button to re-enter the rack information.[[image:conventional_add_top_lines.jpg|none|frame|'''Conventional entry denote lines''']]<br clear="all" />
 
# The graphical rack representation is identical in look and feel to the Bulk Entry Method. The '''blue square''' indicates current position. '''Red circles''' represent scanned specimens. Holding the mouse pointer over a red circle will display a popup containing the Specimen ID. Unlike the Bulk Add Method, specimens are stored immediately so there are no green circles.  Rack positions are represented in X-Y format. Please refer to the Bulk Add Method section above for more information.[[image:conventional_add_main2.jpg|none|frame|'''Conventional specimen entry screen''']]<br clear="all" />
 
# The entry process is identical to the Bulk Method except for a few minor differences:
 
## When the Add Note box is checked and the note text area is displayed, pressing Enter or scanning in a tube will NOT advance the cursor to the note text area, instead the specimen will be added to the rack.
 
## There is no shortcut key (Ctrl-Q) available in the conventional specimen entry method.
 
# The reasons for these differences can be attributed to older internet browser compatibility.
 
# Since the specimens are stored immediately, there may be a brief delay while the page loads during which the browser is not yet ready to accept the next specimen.  It is important to observe this behavior and only attempt to add a new specimen when the browser is idle. A specimen may not get entered correctly if the previous specimen has not had a chance to get entered into the rack.
 
# When a rack is filled, the user will be returned to the Add New Rack Screen. If the user is finished adding tubes to a rack before the rack fills, clicking Close Rack will end the specimen entry process.
 
  
 
Back to [[Online Documentation]]
 
Back to [[Online Documentation]]

Revision as of 17:09, 7 January 2014

When a rack of specimens is ready to be stored in a container; the rack, the specimens it contains, and the destination container must all be recorded in tube.tracker.


Opening the Rack Adding Screen

  1. Click Add in the Navigation Menu under the heading Racks.
    Navigation Menu
    Racks > Add

  2. The Rack Adding Screen will appear.
    Rack Adding Screen


Adding a Rack

  1. Select a destination container from the Container drop down menu to designate where the rack will be stored. If administrators have specified a default container, it will be pre-selected.
    Rack Adding Screen

  2. Select the type of rack from the Rack Type drop-down menu. If administrators have specified a default rack type, it will be pre-selected.
  3. Enter or scan a Rack ID into the Rack ID text box. If the provided Rack ID is already in use, an error message will be displayed and a new, unique Rack ID will be requested. While every rack must have a unique Rack ID, this does not mean that racks cannot be emptied and reused.
  4. Click on the Add Note check box to reveal a text box in which a note about this rack can be added.
  5. To save the rack and proceed to adding specimens to it, click the button corresponding to one of the two entry methods listed below:
    1. Bulk Add Specimens: This method reduces the loading time when adding specimens by relying on the user to save the entered specimens when all of the specimens in the rack have been entered as opposed to automatically saving each specimen as it is entered. Therefore, this method is best used when a rack of specimens will be entered over a short period of time. Using this method over a longer period of time increases the risk of the user's session timing out and the entered but unsaved specimen data being lost.
      • Note: This feature requires Microsoft Internet Explorer 4.0+ or Netscape 6.0+
    2. Add Specimens: Also referred to as the Conventional Add Specimens method. This is the most reliable method for specimen entry. As each specimen is entered or scanned in, it is saved and the screen is reloaded before the next specimen can be entered. Therefore, this method is best used when a rack of specimens will be entered over a longer period of time. Using this method over a shorter period of time may unnecessarily increase the amount of time needed to enter a rack of specimens by saving each specimen as it is entered as opposed to saving the rack after all of the specimens have been entered.
    • Pressing the Enter key on the keyboard after typing or scanning in the Rack ID will automatically select the preferred method for the browser (Typically this will be Bulk Add Specimens).


Specimen Entry Screens

Overview

The Bulk and Conventional Specimen Entry Screens contain many of the same characteristics including a Header, Graphical Rack Representation & Specimen Data Entry Section.

Bulk Specimen Entry Screen
Conventional Specimen Entry Screen


Header

At the top of both specimens entry screens are the current entry method in black text, followed by the Rack ID and destination Container Name on the line below in green text.
Bulk Specimen Entry Screen
Header
Conventional Specimen Entry Screen
Header

Ensure that the correct Rack ID and destination Container Name are displayed here. If either are incorrect:

  • In Bulk Specimen Entry Method click the Cancel Rack Button to return to the Rack Adding Screen. The rack has not yet been created and no corrective action is needed.
  • In Conventional Specimen Entry Method click the Cancel Button to return to the Rack Adding Screen. The rack has been created. To modify the Rack ID, refer to the Editing Racks and Specimens page. To modify the container in which the rack is stored, refer to the Transferring Racks Between Storage Containers page.


Graphical Rack Representation

Below the page header and on the left side of the screen is the graphical representation of the selected rack shown as either a blue grid for a two-dimensional rack or a list for a dimensionless rack. In the example shown below, a 6x12 rack is displayed on the left and a dimensionless rack is displayed on the right.


For two-dimensional racks, the columns and rows are labeled such that each position in the rack can be identified using two numbers or a letter and a number depending on the institution's settings. Position 2-3 (or B-3) refers to the second column from the left and the third row from the bottom. Column numbers (or letters) increase from left to right and row numbers increase from bottom to top. Each square in this grid represents either a specimen or an open space where a specimen can be stored. The Graphical Rack Representation is color coded as such:

  • The Blue square (1-7 in the two dimensional rack example below) indicates the position where the next specimen will be input. By default, it will start in position 1-1 (or A-1) and will increment one row every time a specimen tube is scanned.
  • White squares denote open positions on the rack that can accept a new specimen or remain empty.
  • Red circles indicate previously scanned specimens that have been saved successfully. If the red circle surrounds a black N then there is a note for that specimen.
  • Green circles represent specimens that have been added but not saved. They appear only when using the Bulk Specimen Entry Method since the Conventional Specimen Entry Method saves the rack after each specimen is entered.
  • Reveal the Specimen ID of a specimen by holding the mouse pointer over a specimen. This is quick and easy method of verifying previously scanned specimens.


Specimen Data Entry

The specimen data entry section of the screen displays the details of the entry process and provides the ability to enter new Specimen IDs.
Specimen Data Entry Section

  • Last ID Entered: Displays the most recently entered specimen's Specimen ID and Rack Position. If no specimens have been entered yet, this line will display N/A.
  • Current Position: Indicates the position in the rack where the next specimen will be entered. This corresponds to the blue box in the Graphical Rack Representation. The Current Position can be changed at any time by clicking on a new position in the grid.
  • Add Note check box: Marks the specimen as having a note and will then display a text box where a note can be entered just below the Specimen ID text box.
  • Specimen ID text box: Provides the space to type or scan in the current Specimen ID.


Bulk Specimen Entry Method

Adding a specimen

  1. Ensure that the Current Position (represented by the blue square) matches the position of the specimen tube being added in the rack. If the Current Position indicator is not on the correct grid square, click on the correct grid square. The indicator will move and the Current Position display will update accordingly.
  2. Type or scan the Specimen ID into the Specimen ID Text Box.
  3. If a note does not need to be added to the specimen:
    1. Ensure that the Add Note Check Box is not selected.
    2. Press the Enter Key on the keyboard or click the Add Spec Button to enter the specimen.
  4. If a note needs to be added to the specimen:
    1. Ensure that the Add Note Check Box is selected.
    2. The Add Note Text Box will appear in which a note can now be entered.
    3. Click the Add Spec Button to enter the specimen and its note.
    • When entering several consecutive specimens that have notes, press the Enter Key on the keyboard after typing or scanning in the Specimen ID to move the cursor from the Specimen ID Text Box to the Add Note Text Box.
  5. The Current Position indicator will automatically move to the next available grid square in the current column before proceeding to the next column.
  6. Repeat steps 1-5 until all specimens and their notes have been entered.
  7. Click the Save Rack Button to save the entered specimens to the database.
Entered specimens are not saved until the Save Rack button is clicked. Do not attempt to start another operation or close the browser window until specimens are saved or the entered specimens will be lost.
Clicking the Cancel Rack Button will cause a confirmation dialog box to appear. In the dialog box, clicking the OK Button will cancel the specimen entry and all specimens scanned that had not been saved will be discarded. Clicking the Cancel Button will close the dialog box allowing more specimens to be added.


Modifying an Entered Specimen

Any specimen that has been entered and not yet saved can be modified before saving the rack. These specimens are denoted by the green circle icons. To modify a specimen that has been saved (red circle icons), refer to the Editing Racks and Specimens page.
  1. Click on the grid square of the specimen being modified. The blue square will appear over the rack position and the Specimen Operations dialog box will appear. This box displays the different operations available.
  2. If the specimen does not have a note associated with it:
    Specimen Operations box:
    No specimen note
    • Delete Button: Deletes the currently selected specimen from the rack.
    • Add Note Button: Marks that there is now a note for this specimen and brings up the text box for a note to be entered. Click the Update Button after adding a note to save and continue.
    • Close Button: Closes the Specimen Operations box selects the next open space for a specimen to be added.
  3. If the specimen does have a note associated with it:
    Specimen Operations box:
    With specimen note
    • Delete Button: Deletes the currently selected specimen from the rack.
    • Clear Note Button: Removes the note from the specimen and marks the specimen as having no note.
    • Update a note by changing its text as desired and clicking the Update Button.


Conventional Add Method

Appearance and functionality of the Conventional Specimen Entry Method is very similar to the Bulk Specimen Entry Method listed above.

Adding a specimen

  1. Ensure that the Current Position (represented by the blue square) matches the position of the specimen tube being added in the rack. If the Current Position indicator is not on the correct grid square, click on the correct grid square. The indicator will move and the Current Position display will update accordingly.
  2. Type or scan the Specimen ID into the Specimen ID Text Box.
  3. If a note does not need to be added to the specimen:
    1. Press the Enter Key on the keyboard or click the Add Spec Button to enter and save the specimen.
  4. If a note needs to be added to the specimen:
    1. Ensure that the Add Note Check Box is selected.
    2. The Add Note Text Box will appear in which a note can now be entered.
    3. Click the Add Spec Button to enter and save the specimen and its note.
    • Unlike the Bulk Specimen Entry Method, pressing the Enter Key on the keyboard after typing or scanning in the Specimen ID will not move the cursor from the Specimen ID Text Box to the Add Note Text Box. Instead the specimen will be entered and saved without a note.
  5. The Current Position indicator will automatically move to the next available grid square in the current column before proceeding to the next column.
  6. Repeat steps 1-5 until all specimens and their notes have been entered.
  7. Click the Close Rack Button to exit the Specimen Entry Screen.


Modifying an Entered Specimen

Unlike the Bulk Specimen Entry Method, in the Conventional Specimen Entry Method specimens are saved as soon as they are entered. Therefore, clicking on an entered specimen will not provide the option to edit the specimen. To modify specimens, refer to the Editing Racks and Specimens page.


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