Difference between revisions of "Adding specimens to an existing rack"

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It is sometimes necessary to add additional specimens to a rack already entered into tube.tracker. There are two methods for adding specimens. The first is the default method and is identical to the Bulk Add Method for a new rack. The second is similar to the Conventional Add Method and can only be used if your internet browser cannot perform the bulk method.
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It is sometimes necessary to add additional specimens to a rack already entered into tube.tracker. There are two methods for adding specimens. The first is the default method and is identical to the [[Adding_racks_of_specimens#Bulk_Add_Method|Bulk Add Method]] for a new rack. The second is similar to the [[Adding_racks_of_specimens#Conventional_Add_Method|Conventional Add Method]] and can only be used if your internet browser cannot perform the bulk method.
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== Opening the Specimen Entry - Rack Search Screen ==
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# Click '''Add''' under the menu heading Specimens.[[image:add_specimens_menu.jpg|none|frame|'''Navigation Menu<br/>Specimens > Add''']]<br clear="all" />
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# The Specimen Entry Rack Search Screen will appear.[[image:add_specimens_start.jpg|none|frame|'''Specimen Entry - Rack Search Screen''']]<br clear="all" />
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== Locating & Selecting a Rack ==
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There are two ways to locate and select the rack to which specimens will be added.
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=== Search for Racks by Rack ID ===
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# Type or Scan a Rack ID into the '''Search for a Rack ID Text Box'''. Wildcards may be used.
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# Press the '''Enter Key''' on the keyboard or click the '''Search Button'''.
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# A list of the racks matching the search term will be displayed. The Rack ID for each rack listed will be a clickable link.[[image:add_specimens_rack_search.jpg|none|frame|'''Specimen Entry - Rack Search Results Screen''']]
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# Click on a '''Rack ID Link''' to select the rack in which specimens will be added.
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# The Specimen Entry Screen will be displayed.
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=== Browse Containers for Racks ===
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Containers will be listed under the '''Select a Container''' heading.
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# Click on the '''Container Name Link''' for the container in which the rack is stored
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# A list of the racks in the selected container will be displayed. The Rack ID for each rack listed will be a clickable link.
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# Click on a '''Rack ID Link''' to select the rack in which specimens will be added.
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# The Specimen Entry Screen will be displayed.
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== Specimen Entry Screens ==
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At the top of specimens entry screens is 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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* If the Bulk Specimen Entry Screen is displayed, refer to the [[Adding_racks_of_specimens#Bulk_Specimen_Entry_Method|Bulk Specimen Entry Method]] page.
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* If the Conventional Specimen Entry Screen is displayd, refer to the [[Adding_racks_of_specimens#Conventional_Add_Method|Conventional Specimen Entry Method]] page.
  
# Click '''Add''' under the menu heading Specimens. The Add Specimen screen will appear.[[image:add_specimens_menu.jpg|none|frame|'''Add specimen menu''']]<br clear="all" />
 
# Identifying the rack to which the additional specimens will be added. There are two ways to do this:
 
#* Searching for a Rack ID
 
#* Browsing Containers[[image:add_specimens_start.jpg|none|frame|'''Add specimens start screen''']]<br clear="all" />
 
## ''Searching for a Rack ID'': This can be done by keyboard entry or by scanning a rack's barcode into the <b>Searching for a Rack ID</b> box on the main Add Specimen screen. A list of racks matching the search terms will be displayed. Click on a Rack ID to select that rack.[[image:add_specimens_rack_search.jpg|none|frame|'''Add specimens rack search results''']]<br/>
 
## ''Browsing Containers'': A rack can be located by browsing the containers listed below the search box. If a search for a Rack ID has been conducted using the previous method, click Select Container under Specimens and Add on the menu. Only containers that contain racks can be selected. When a container is selected from this screen, a list of active racks stored in the container is displayed. Click the Rack ID of the rack to which the specimens will be added.[[image:add_specimens_container_listing.jpg|none|frame|'''Add specimens container listing''']]<br clear="all" />
 
# After a rack has been selected, the Add Specimen page is displayed. The Rack ID and Container are listed at the top for confirmation. A graphical representation of the rack is displayed below and to the left. Notice that the rows and columns are labeled. With this, each position in the rack can be identified using a column number (or letter) and a row number. Position 2-3 (or B-3) refers to the second column, third row. Row numbers increase from bottom to top and column numbers (or letters) increase from left to right.[[image:add_specimens_enter.jpg|none|frame|'''Add specimens entry screen''']]<br clear="all" />
 
#* The <span style="color: #000080;">'''Blue'''</span> square (3-7 in the two dimensional rack example above) 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: #FF0000">'''Red'''</span> circles indicate previously scanned specimens that have been saved to the tube.tracker database 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 to the tube.tracker database.
 
# Reveal the Specimen ID of a specimen by holding the mouse pointer over a specimen. This is a quick and easy method of verifying previously scanned specimens.
 
# Click an empty space on the rack to indicate the first position where the additional specimens will be added. This space will be highlighted in blue. By default the first available position is already selected.
 
# You will notice how similar this screen is to the Bulk Add Method for new racks. A brief description of this page:
 
#* '''Last ID Entered''': Displays the most recently scanned Specimen ID. If no specimens have been scanned yet, this line will display N/A.
 
#* '''Current Position''': the position in the rack where tube.tracker is expecting the next specimen to be scanned. This should correspond to the blue box in the graphical rack representation to the left.
 
#* '''Add Note''': Checkbox that indicates if a note will be added to the specimen.  When the Add Note box is checked the note text area will appear below the Specimen ID box.
 
#* '''Specimen ID''': The specimen ID is entered into this box. This action is typically performed by a barcode scanner reading the specimen label. However, keyboard input is accepted here too. When using keyboard entry, pressing Enter or Ctrl-Q after inputting the Specimen ID will submit the Specimen ID and advance the current position. '''Note''': Pressing Enter when the note text area is displayed will move the cursor to the note area.  Pressing Enter when the note text area is NOT displayed will enter the specimen into the rack.
 
# At this point, the application behaves just like bulk adding specimens into a new rack. As each tube is scanned, the current position indicator will advance to the next open spot on the rack. Clicking the '''Save Rack''' button will add the specimens to the rack, close the rack and return you to the main Add Specimen screen.
 
  
 
Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Latest revision as of 19:10, 7 January 2014

It is sometimes necessary to add additional specimens to a rack already entered into tube.tracker. There are two methods for adding specimens. The first is the default method and is identical to the Bulk Add Method for a new rack. The second is similar to the Conventional Add Method and can only be used if your internet browser cannot perform the bulk method.


Opening the Specimen Entry - Rack Search Screen

  1. Click Add under the menu heading Specimens.
    Navigation Menu
    Specimens > Add

  2. The Specimen Entry Rack Search Screen will appear.
    Specimen Entry - Rack Search Screen


Locating & Selecting a Rack

There are two ways to locate and select the rack to which specimens will be added.


Search for Racks by Rack ID

  1. Type or Scan a Rack ID into the Search for a Rack ID Text Box. Wildcards may be used.
  2. Press the Enter Key on the keyboard or click the Search Button.
  3. A list of the racks matching the search term will be displayed. The Rack ID for each rack listed will be a clickable link.
    Specimen Entry - Rack Search Results Screen
  4. Click on a Rack ID Link to select the rack in which specimens will be added.
  5. The Specimen Entry Screen will be displayed.


Browse Containers for Racks

Containers will be listed under the Select a Container heading.

  1. Click on the Container Name Link for the container in which the rack is stored
  2. A list of the racks in the selected container will be displayed. The Rack ID for each rack listed will be a clickable link.
  3. Click on a Rack ID Link to select the rack in which specimens will be added.
  4. The Specimen Entry Screen will be displayed.


Specimen Entry Screens

At the top of specimens entry screens is 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


Back to the Online Documentation