Difference between revisions of "Editing racks and specimens"

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:As an administrator you have the ability to edit racks and specimens that have already been entered into the system. This is done through the Entered Racks feature.
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:Administrators have the ability to edit racks and specimens that have already been entered into the system. This is done through the Modify Entered Racks and Specimens feature.
  
== Editing Active Racks ==
 
  
# Click the '''Entered Racks''' menu option under '''Maintenance'''. A list of containers will be displayed.[[image:edit_rack_spec_menu.jpg|left|frame|'''Edit racks and specimens menu''']]<br clear="all" />
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== Opening the Modify Entered Racks and Specimens Screen ==
# From here, you have two options. You may select a rack by clicking the container it resides in, or you may select the rack by typing its Rack ID in the top field and clicking '''Search'''.[[image:edit_rack_spec_start.jpg|left|frame|'''Edit racks and specimens start screen''']]<br clear="all" />
 
# Once you have chosen a container or entered a search, you will be presented with a list of racks. '''Note''': ''if the search does not find a matching rack, no racks will be listed.''
 
  
=== Selecting a rack to modify ===
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# Click '''Entered Racks''' in the Navigation Menu under '''Maintenance'''.[[image:edit_rack_spec_menu.jpg|none|frame|'''Navigation Menu<br/>Maintenance > Entered Racks''']]<br clear="all" />
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# The Modify Entered Racks and Specimens Start Screen will appear.  It contains a container list as well as a Rack ID search.[[image:edit_rack_spec_start.jpg|none|frame|'''Modify Entered Racks and Specimens Start Screen''']]<br clear="all" />
  
# '''''If you selected a container from the Entered Racks page''''': A list will be presented with rack names and the option to '''Modify''' or '''Open''' them. Click '''Modify''' if you want to edit a rack.[[image:edit_rack_spec_container_select.jpg|left|frame|'''Edit racks and specimens container select screen''']]<br clear="all" />
 
# '''''If you selected a rack by searching for its rack ID''''': A list will be presented with rack names found in the search. Click the '''rack name''' to modify that rack (same function as the '''Modify''' button).[[image:edit_rack_spec_rack_search.jpg|left|frame|'''Edit racks and specimens rack ID search''']]<br clear="all" />
 
# Once you select the rack to modify it, you will see the Modify Rack page. Here you can change the Rack ID. Save changes by clicking the '''Update Rack ID''' button, or cancel the changes by clicking '''Cancel'''.[[image:edit_rack_spec_modify_rack_main.jpg|left|frame|'''Modify rack main screen''']]<br clear="all" />
 
# After clicking the '''Update Rack ID''' button, a confirmation page will appear.[[image:edit_rack_spec_rack_confirm.jpg|left|frame|'''Modify rack confirmation screen''']]<br clear="all" />
 
# Before confirming the change to the rack ID you can attach a note to this event.  Click the '''Add Note''' checkbox and the note text area will appear.  You can now type the note into this area.
 
# Clicking '''Yes''' on the confirmation page will apply the changes to the rack ID.  Clicking '''No''' will cancel the operation.
 
  
== Editing Active Specimens ==
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== Selecting an Entered Rack to Modify ==
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: There are two ways to select a rack to be modified.
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# Select a rack through the container list.
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## Click the container the rack is stored in.
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## A list of racks stored in the selected container will appear.[[image:edit_rack_spec_container_select.jpg|none|frame|'''Rack Modification Selection Screen''']]<br clear="all" />
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## Click the '''Modify''' button that corresponds to the rack being modified.
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# Search for a rack by Rack ID.
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## Type or scan a Rack ID into the search box and click the '''Search''' button.
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## Click on the desired rack in the search results.[[image:edit_rack_spec_rack_search.jpg|none|frame|'''Search Results Screen''']]<br clear="all" />
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: The Rack Modification Screen will appear after a rack is selected using either method.[[image:edit_rack_spec_modify_rack_main.jpg|none|frame|'''Rack Modification Screen''']]<br clear="all" />
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== Modifying an Entered Rack ==
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# Ensure that the correct rack and container have been selected by checking the Rack ID and Container Name listed at the top of the screen in red text.[[image:edit_rack_spec_modify_rack_main.jpg|none|frame|'''Rack Modification Screen''']]<br clear="all" />
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# Change the Rack ID by deleting the text in the Rack ID text box and typing or scanning a new Rack ID.
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# Click the '''Update Rack''' button to save the change.  Click the '''Cancel''' button to return to the Modify Entered Racks and Specimens Start Screen.
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# The Rack Modification Confirmation Screen will appear.[[image:edit_rack_spec_rack_confirm.jpg|none|frame|'''Rack Modification Confirmation Screen''']]<br clear="all" />
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# Ensure that the New Rack ID that is displayed is correct.
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# Add a note, if desired, by clicking the Add Note check box and typing a note into the text box that appears.
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# Click the '''Yes''' button to confirm the modification.  Click the '''No''' button to return to the Modify Entered Racks and Specimens Start Screen.
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== Selecting an Entered Specimen to Modify ==
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# Click on the container in the container listing in which the specimen resides.[[image:edit_rack_spec_start.jpg|none|frame|'''Modify Entered Racks and Specimens Start Screen''']]<br clear="all" />
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# The Rack Modification Selection Screen will appear.  It contains a list of racks stored in the selected container.[[image:edit_rack_spec_container_select.jpg|none|frame|'''Rack Modification Selection Screen''']]<br clear="all" />
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# Click the '''Open''' button corresponding to the rack in which the specimen resides.
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# The Specimen Modification Selection Screen will appear.  It contains a list of specimens stored in the selected rack.[[image:edit_rack_spec_rack_view.jpg|none|frame|'''Specimen Modification Selection Screen''']]<br clear="all" />
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# Click the '''Modify''' button corresponding to the specimen being modified.
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# The Specimen Modification Screen will appear.[[image:edit_rack_spec_modify_spec_main.jpg|none|frame|'''Specimen Modification Screen''']]<br clear="all" />
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== Modifying an Entered Specimen ==
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# Ensure that the correct rack and container have been selected by checking the Rack ID and Container Name listed at the top of the screen in red text.[[image:edit_rack_spec_modify_spec_main.jpg|none|frame|'''Specimen Modification Screen''']]<br clear="all" />
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# Change the Specimen ID by deleting the text in the Spec ID text box and typing or scanning a new Specimen ID.
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# Click the '''Update Spec ID''' button to save the change.  Click the '''Cancel''' button to return to the Modify Entered Racks and Specimens Start Screen.
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# The Specimen Modification Confirmation Screen will appear.[[image:edit_rack_spec_modify_spec_confirm.jpg|none|frame|'''Specimen Modification Confrimation Screen''']]<br clear="all" />
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# Ensure that the New Specimen ID that is displayed is correct.
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# Add a note, if desired, by clicking the Add Note check box and typing a note into the text box that appears.
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# Click the '''Yes''' button to confirm the modification.  Click the '''No''' button to return to the Modify Entered Racks and Specimens Start Screen.
  
# To edit a specimen you must first locate its rack. From the Entered Racks page type in its Rack ID or click on a container to browse for it.
 
# Once you have found your rack click the '''Open''' button. A list of the specimens in the rack will be displayed.[[image:edit_rack_spec_rack_view.jpg|left|frame|'''Edit specimen rack view''']]<br clear="all" />
 
# To change the specimen ID for any one of these specimens, click on the '''Modify''' button next to its listing. A screen will be appear, much like the one shown before for editing Rack IDs, but here you change the Specimen ID of the given specimen.[[image:edit_rack_spec_modify_spec_main.jpg|left|frame|'''Modify specimen main screen''']]<br clear="all" />
 
# Make sure to save any changes by clicking '''Update Spec ID''' when you are finished, or '''Cancel''' to cancel any changes.
 
# Clicking the '''Update Spec ID''' button will display the confirmation screen.[[image:edit_rack_spec_modify_spec_confirm.jpg|left|frame|'''Modify specimen confirmation screen''']]<br clear="all" />
 
# At this point you can attach a note to this modification event. Click the '''Add Note''' checkbox and the note text area will appear. Type the note into this area.
 
# Clicking '''Yes''' on this confirmation screen will apply the changes to the specimen ID and clicking '''No''' will cancel the operation.
 
  
 
Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Latest revision as of 15:58, 3 January 2014

Administrators have the ability to edit racks and specimens that have already been entered into the system. This is done through the Modify Entered Racks and Specimens feature.


Opening the Modify Entered Racks and Specimens Screen

  1. Click Entered Racks in the Navigation Menu under Maintenance.
    Navigation Menu
    Maintenance > Entered Racks

  2. The Modify Entered Racks and Specimens Start Screen will appear. It contains a container list as well as a Rack ID search.
    Modify Entered Racks and Specimens Start Screen


Selecting an Entered Rack to Modify

There are two ways to select a rack to be modified.
  1. Select a rack through the container list.
    1. Click the container the rack is stored in.
    2. A list of racks stored in the selected container will appear.
      Rack Modification Selection Screen

    3. Click the Modify button that corresponds to the rack being modified.
  2. Search for a rack by Rack ID.
    1. Type or scan a Rack ID into the search box and click the Search button.
    2. Click on the desired rack in the search results.
      Search Results Screen

The Rack Modification Screen will appear after a rack is selected using either method.
Rack Modification Screen


Modifying an Entered Rack

  1. Ensure that the correct rack and container have been selected by checking the Rack ID and Container Name listed at the top of the screen in red text.
    Rack Modification Screen

  2. Change the Rack ID by deleting the text in the Rack ID text box and typing or scanning a new Rack ID.
  3. Click the Update Rack button to save the change. Click the Cancel button to return to the Modify Entered Racks and Specimens Start Screen.
  4. The Rack Modification Confirmation Screen will appear.
    Rack Modification Confirmation Screen

  5. Ensure that the New Rack ID that is displayed is correct.
  6. Add a note, if desired, by clicking the Add Note check box and typing a note into the text box that appears.
  7. Click the Yes button to confirm the modification. Click the No button to return to the Modify Entered Racks and Specimens Start Screen.


Selecting an Entered Specimen to Modify

  1. Click on the container in the container listing in which the specimen resides.
    Modify Entered Racks and Specimens Start Screen

  2. The Rack Modification Selection Screen will appear. It contains a list of racks stored in the selected container.
    Rack Modification Selection Screen

  3. Click the Open button corresponding to the rack in which the specimen resides.
  4. The Specimen Modification Selection Screen will appear. It contains a list of specimens stored in the selected rack.
    Specimen Modification Selection Screen

  5. Click the Modify button corresponding to the specimen being modified.
  6. The Specimen Modification Screen will appear.
    Specimen Modification Screen


Modifying an Entered Specimen

  1. Ensure that the correct rack and container have been selected by checking the Rack ID and Container Name listed at the top of the screen in red text.
    Specimen Modification Screen

  2. Change the Specimen ID by deleting the text in the Spec ID text box and typing or scanning a new Specimen ID.
  3. Click the Update Spec ID button to save the change. Click the Cancel button to return to the Modify Entered Racks and Specimens Start Screen.
  4. The Specimen Modification Confirmation Screen will appear.
    Specimen Modification Confrimation Screen

  5. Ensure that the New Specimen ID that is displayed is correct.
  6. Add a note, if desired, by clicking the Add Note check box and typing a note into the text box that appears.
  7. Click the Yes button to confirm the modification. Click the No button to return to the Modify Entered Racks and Specimens Start Screen.


Back to the Online Documentation