Difference between revisions of "Rack and container validation"

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(New page: <div class="help-heading">Rack and Container Validation</div> <ol> <li>Click <b>Validate</b> in the left-hand menu under the <b>Validator</b> heading<br /> <img class="help" src="../../...)
 
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<div class="help-heading">Rack and Container Validation</div>
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# Click '''Validate''' in the left-hand menu under the '''Validator''' heading[[image:validator_menu.jpg|left|frame|'''Validate Menu''']]<br clear="all" />
<ol>
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# This will bring up the '''Select a Receiving Container''' screen.[[image:validator_receive_container.jpg|left|frame|'''Validator Receive Container/Rack screen''']]<br clear="all" />
<li>Click <b>Validate</b> in the left-hand menu under the <b>Validator</b> heading<br />
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# This screen allows you to specify which container you will be accepting validated racks and/or containers. Click a container name to designate a receiving container.[[image:validator_search_rack_container.jpg|left|frame|'''Validator rack and container search screen''']]<br clear="all" />
<img class="help" src="../../main/images/help/validator_menu.jpg" alt="Validate Menu" title="Validate Menu"><br />
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# After you select a receiving container the rack and container search screen will appear. This screen has three sections.[[image:validator_search_rack_id.jpg"|left|frame|'''Search box''']]<br clear="all" />
<img class="help" src="../../main/images/help/validator_receive_container.jpg" alt="Validator Receive Container/Rack screen" title="Validator Receive Container/Rack screen">
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## ''Select a new receiving container'': Clicking this like will take you back to the Select a Receiving Container screen where you can specify a new receiving container.
</li>
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## ''Rack and Container search box'': Type, or scan, in the ID of the rack or container you wish to validate.
<li>This will bring up the <b>Select a Receiving Container</b> screen.</li>
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## ''Last 10 Transfer Events'':  This area shows the last 10 transfer events for you currently selected receiving container. If there are transfer events shown in this area and you click the Select a new receiving container link, those events will no longer be present when you return to this screen.</li>
<li>This screen allows you to specify which container you will be accepting validated racks and/or containers. Click a container name to designate a receiving container.<br />
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# To continue with the validation process, enter a rack ID or container ID into the search box. This can be accomplished by scanning a barcode or manually typing in the appropriate ID.
<img class="help" src="../../main/images/help/validator_search_rack_container.jpg" alt="Validator rack and container search screen" title="Validator rack and container search screen">
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# If the search found multiple matches, you will be presented with a list of the results. Select the appropriate rack or container by clicking on its ID. If the search found only one match, the Validation screen will appear.[[image:validator_main.jpg|left|frame|'''Validation screen''']]<br clear="all" />
</li>
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# The Validation screen is segregated into three sections:
<li>After you select a receiving container the rack and container search screen will appear. This screen has three sections.
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## ''Specimen listing'': This is the area in which the containers, racks and specimens are listed for validation.
<ol>
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## ''Validation scan box'': Input box where specimen IDs will be scanned in for validation.
<li><i>Select a new receiving container</i>: Clicking this like will take you back to the Select a Receiving Container screen where you can specify a new receiving container.</li>
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## ''Validation Events area'': This are serves three purposes.
<li><i>Rack and Container search box</i>: Type, or scan, in the ID of the rack or container you wish to validate.</li>
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### Shows the last 10 validation events. A few examples of validation events are validating a specimen, validating a whole rack of specimens, and adding notes to specimen.
<li><i>Last 10 Transfer Events</i>: This area shows the last 10 transfer events for you currently selected receiving container. If there are transfer events shown in this area and you click the Select a new receiving container link, those events will no longer be present when you return to this screen.</li>
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### Shows the specimen history. When you click on a specimen ID in the Specimen Listing area, its history and current information are displayed.
</ol>
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### Adding and viewing notes for specimens, racks and containers. By clicking on the note icon for a specimen, rack or container, any previous notes will be displayed as well as giving you the opportunity to add a validation note.
<img class="help" src="../../main/images/help/validator_search_rack_id.jpg" alt="Search box" title="Search box">
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</li>
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== Validating a specimen, rack, or container ==
<li>To continue with the validation process, enter a rack ID or container ID into the search box. This can be accomplished by scanning a barcode or manually typing in the appropriate ID.</li>
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<li>If the search found multiple matches, you will be presented with a list of the results. Select the appropriate rack or container by clicking on its ID. If the search found only one match, the Validation screen will appear.<br />
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:Once you have selected the rack or container you wish to validate, the next step is to validate each of the specimens contained within. There are three ways in which a specimen can be validated.
<img class="help" src="../../main/images/help/validator_main.jpg" alt="Validation screen" title="Validation screen">
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</li>
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# Scan, or type, the specimen ID into the validation input box.
<li>The Validation screen is segregated into three sections:
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#* ''Validating a single rack'': If you are validating a single rack, this method will search the rack for a matching specimen ID. If a match is found, the specimen is marked as validated and you can continue on to the next tube. If no match is found, a new specimen is added to the rack with that ID, provided there is room in the rack to do so.
<ol>
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#* ''Validating a container'': If you are validating a container, this method will perform the following searches.
<li><i>Specimen listing</i>: This is the area in which the containers, racks and specimens are listed for validation.</li>
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#*# Specimen ID scan: This scan is performed first to determine if there is a matching specimen ID in the current rack.
<li><i>Validation scan box</i>: Input box where specimen IDs will be scanned in for validation.</li>
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#*## A match is found: If a match is found, the specimen is marked as validated and you can continue on to the next tube.
<li><i>Validation Events area</i>: This are serves three purposes.
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#*## No matching specimen ID: If no match is found, the validator will then perform a rack ID scan.
<ol>
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#*# Rack ID scan: This scan is only performed after all specimen IDs have been search through in the active rack.
<li>Shows the last 10 validation events. A few examples of validation events are validating a specimen, validating a whole rack of specimens, and adding notes to specimen.</li>
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#*## A match is found: If a matching rack ID is found, the validator will prompt you to change active racks. If you did, indeed, scan a rack ID, then confirm the prompt and the validator will switch active racks to the one just scanned. If you entered a specimen ID, cancel the prompt and a new specimen will be added to the current rack with the scanned ID if there is room to do so.
<li>Shows the specimen history. When you click on a specimen ID in the Specimen Listing area, its history and current information are displayed.</li>
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#*## A match is not found: After searching all specimen IDs in the current rack and all rack IDs for the validating container there are no matches, the validator will add a new specimen to the current rack with the scanned ID if there is room to do so.
<li>Adding and viewing notes for specimens, racks and containers. By clicking on the note icon for a specimen, rack or container, any previous notes will be displayed as well as giving you the opportunity to add a validation note.</li>
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[[image:validator_validate_spec_not_valid.jpg|left|frame|'''Specimen has not been validated yet''']]<br clear="all" />
</ol>
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[[image:validator_validate_spec_valid.jpg|left|frame|'''Validated specimen''']]<br clear="all" />
</li>
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# Manually click the validate icon. Each specimen has an icon representing its validation state. If the specimen is not currently validated, a red X will be shown in the Status column. When this specimen's state is changed to validated, the red X will change to a green checkmark and the specimen entry will be highlighted by turning its background color to tan.[[image:validator_force_indiv_spec.jpg|left|frame|'''Force individual specimen validation option has been enabled''']]<br clear="all" />[[image:validator_validate_whole_rack.jpg|left|frame|'''Entire rack has been validated''']]<br clear="all" />
</ol>
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# Manually validate an entire rack or container. Each rack and container has their own validation icon. If the Force individual specimen validation institution-wide setting is turned off, the validation icon will appear on the right-hand side of the rack or container heading. Conversely, if the setting is turned on, this icon will not appear and the each user will be forced to validate each specimen. By clicking the validation icon for a rack, every specimen contained within the rack will be mark validated. Clicking the validation icon for a container will mark every specimen in every rack residing within the container to be marked valid.
</li>
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</ol>
 
<div class="help-heading">Validating a specimen, rack, or container</div>
 
<br />
 
<div class="help-text">Once you have selected the rack or container you wish to validate, the next step is to validate each of the specimens contained within. There are three ways in which a specimen can be validated.</div>
 
<br />
 
<ol>
 
<li>Scan, or type, the specimen ID into the validation input box.
 
<ul>
 
<li><i>Validating a single rack</i>: If you are validating a single rack, this method will search the rack for a matching specimen ID. If a match is found, the specimen is marked as validated and you can continue on to the next tube. If no match is found, a new specimen is added to the rack with that ID, provided there is room in the rack to do so.<li>
 
<li><i>Validating a container</i>: If you are validating a container, this method will perform the following searches.  
 
<ol>
 
<li>Specimen ID scan: This scan is performed first to determine if there is a matching specimen ID in the current rack.
 
<ol>
 
<li>A match is found: If a match is found, the specimen is marked as validated and you can continue on to the next tube.</li>
 
<li>No matching specimen ID: If no match is found, the validator will then perform a rack ID scan.</li>
 
</ol>
 
</li>
 
<li>Rack ID scan: This scan is only performed after all specimen IDs have been search through in the active rack.
 
<ol>
 
<li>A match is found: If a matching rack ID is found, the validator will prompt you to change active racks. If you did, indeed, scan a rack ID, then confirm the prompt and the validator will switch active racks to the one just scanned. If you entered a specimen ID, cancel the prompt and a new specimen will be added to the current rack with the scanned ID if there is room to do so.</li>
 
<li>A match is not found: After searching all specimen IDs in the current rack and all rack IDs for the validating container there are no matches, the validator will add a new specimen to the current rack with the scanned ID if there is room to do so. </li>
 
</ol>
 
</li>
 
</ol>
 
</li>
 
</ul>
 
<img class="help" src="../../main/images/help/validator_validate_spec_not_valid.jpg" alt="Specimen has not been validated yet" title="Specimen has not been validated yet"><br />
 
<img class="help" src="../../main/images/help/validator_validate_spec_valid.jpg" alt="Validated specimen" title="Validated specimen">
 
</li>
 
<li>Manually click the validate icon. Each specimen has an icon representing its validation state. If the specimen is not currently validated, a red X will be shown in the Status column. When this specimen's state is changed to validated, the red X will change to a green checkmark and the specimen entry will be highlighted by turning its background color to tan.<br />
 
<img class="help" src="../../main/images/help/validator_force_indiv_spec.jpg" alt="Force individual specimen validation option has been enabled" title="Force individual specimen validation option has been enabled"><br />
 
<img class="help" src="../../main/images/help/validator_validate_whole_rack.jpg" alt="Entire rack has been validated" title="Entire rack has been validated">
 
</li>
 
<li>Manually validate an entire rack or container. Each rack and container has their own validation icon. If the Force individual specimen validation institution-wide setting is turned off, the validation icon will appear on the right-hand side of the rack or container heading. Conversely, if the setting is turned on, this icon will not appear and the each user will be forced to validate each specimen. By clicking the validation icon for a rack, every specimen contained within the rack will be mark validated. Clicking the validation icon for a container will mark every specimen in every rack residing within the container to be marked valid.</li>
 
 
</ol>
 
</ol>
 
<div class="help-heading">Managing validation notes</div>
 
<div class="help-heading">Managing validation notes</div>

Revision as of 15:54, 20 December 2007

  1. Click Validate in the left-hand menu under the Validator heading
    Validate Menu

  2. This will bring up the Select a Receiving Container screen.
    Validator Receive Container/Rack screen

  3. This screen allows you to specify which container you will be accepting validated racks and/or containers. Click a container name to designate a receiving container.
    Validator rack and container search screen

  4. After you select a receiving container the rack and container search screen will appear. This screen has three sections.
    1. Select a new receiving container: Clicking this like will take you back to the Select a Receiving Container screen where you can specify a new receiving container.
    2. Rack and Container search box: Type, or scan, in the ID of the rack or container you wish to validate.
    3. Last 10 Transfer Events: This area shows the last 10 transfer events for you currently selected receiving container. If there are transfer events shown in this area and you click the Select a new receiving container link, those events will no longer be present when you return to this screen.</li>
  5. To continue with the validation process, enter a rack ID or container ID into the search box. This can be accomplished by scanning a barcode or manually typing in the appropriate ID.
  6. If the search found multiple matches, you will be presented with a list of the results. Select the appropriate rack or container by clicking on its ID. If the search found only one match, the Validation screen will appear.
    Validation screen

  7. The Validation screen is segregated into three sections:
    1. Specimen listing: This is the area in which the containers, racks and specimens are listed for validation.
    2. Validation scan box: Input box where specimen IDs will be scanned in for validation.
    3. Validation Events area: This are serves three purposes.
      1. Shows the last 10 validation events. A few examples of validation events are validating a specimen, validating a whole rack of specimens, and adding notes to specimen.
      2. Shows the specimen history. When you click on a specimen ID in the Specimen Listing area, its history and current information are displayed.
      3. Adding and viewing notes for specimens, racks and containers. By clicking on the note icon for a specimen, rack or container, any previous notes will be displayed as well as giving you the opportunity to add a validation note.

Validating a specimen, rack, or container

Once you have selected the rack or container you wish to validate, the next step is to validate each of the specimens contained within. There are three ways in which a specimen can be validated.
  1. Scan, or type, the specimen ID into the validation input box.
    • Validating a single rack: If you are validating a single rack, this method will search the rack for a matching specimen ID. If a match is found, the specimen is marked as validated and you can continue on to the next tube. If no match is found, a new specimen is added to the rack with that ID, provided there is room in the rack to do so.
    • Validating a container: If you are validating a container, this method will perform the following searches.
      1. Specimen ID scan: This scan is performed first to determine if there is a matching specimen ID in the current rack.
        1. A match is found: If a match is found, the specimen is marked as validated and you can continue on to the next tube.
        2. No matching specimen ID: If no match is found, the validator will then perform a rack ID scan.
      2. Rack ID scan: This scan is only performed after all specimen IDs have been search through in the active rack.
        1. A match is found: If a matching rack ID is found, the validator will prompt you to change active racks. If you did, indeed, scan a rack ID, then confirm the prompt and the validator will switch active racks to the one just scanned. If you entered a specimen ID, cancel the prompt and a new specimen will be added to the current rack with the scanned ID if there is room to do so.
        2. A match is not found: After searching all specimen IDs in the current rack and all rack IDs for the validating container there are no matches, the validator will add a new specimen to the current rack with the scanned ID if there is room to do so.
Specimen has not been validated yet

Validated specimen

  1. Manually click the validate icon. Each specimen has an icon representing its validation state. If the specimen is not currently validated, a red X will be shown in the Status column. When this specimen's state is changed to validated, the red X will change to a green checkmark and the specimen entry will be highlighted by turning its background color to tan.
    Force individual specimen validation option has been enabled

    Entire rack has been validated

  2. Manually validate an entire rack or container. Each rack and container has their own validation icon. If the Force individual specimen validation institution-wide setting is turned off, the validation icon will appear on the right-hand side of the rack or container heading. Conversely, if the setting is turned on, this icon will not appear and the each user will be forced to validate each specimen. By clicking the validation icon for a rack, every specimen contained within the rack will be mark validated. Clicking the validation icon for a container will mark every specimen in every rack residing within the container to be marked valid.

</ol>

Managing validation notes


The validation process affords the user many opportunities to add notes to specimens, racks and containers. The state of a specimen, rack or container note can be determined by a quick glance at the Note icon. The Note icon for a rack and container will appear in the header and be located on the extreme right and the Note icon for a specimen will appear in the Notes column. There are four possible note states which we will merge into two groups.


  1. Previous Notes: A specimen, rack or container will either have notes attached to them previously or they will not. This can quickly be determined by the color of the Note icon.
    1. Previous notes are present: If a note was attached at any point in the past, the note icon will appear as a white square with a black N.
    2. No previous notes: If no notes have ever been attached then the note icon will appear as a gray square with a black N.
  2. Validation Note: A validation note is a note that has been attached to an object (specimen, rack or container) during the current validation. Once you complete the validation, any new notes added will then be considered a previous note.
    1. No validation note: If no validation note has yet been attached, the note icon's appearance will then be determined by their previous notes status.
    2. Validation note exists: Once a validation note has been attached, the icon's color will change to white (if it is not already white) and a red plus sign will appear in the upper right-hand corner.
Adding a validation note


Adding a validation note to a specimen, rack or container is very simple.
  1. Click on the note icon.
    <img class="help" src="../../main/images/help/validator_note_click_note_area.jpg" alt="Validator note section" title="Validator note section">
    <img class="help" src="../../main/images/help/validator_note_click_spec_listing.jpg" alt="Currently adding a note to a specimen" title="Currently adding a note to a specimen">
  2. Once the note icon has been clicked, several things happen.
    1. The Validation Events area of the validation page will change to show the notes area. If any previous notes are present, they will be shown in the top portion of the area. Below the previous notes section is the validation notes section.
    2. The object receiving the validation note will change appearance. The background color will turn yellow and will be outlined with a heavy black border.
    3. The validation note is now ready to be typed in.
    4. After the validation note has been entered you can either click the Save Note button, or use the shortcut key Ctrl-Q to save the note. If you find that you do not want to add a validation note at this time, click the Cancel Note button.
View, modify or clear a validation note


After a validation note has been added, you may wish to view the note, make changes to the note, or remove the note.


  1. Click the Note icon for the specimen, rack or container you wish to modify or clear.
  2. After clicking the Note icon, the current validation note will appear in the Note section.
    1. Viewing validation note: The validation note is currently displayed in the Note section. After you are done viewing it, click the Cancel Note button.
    2. Modify validation note: If you are modifying the note, make the appropriate changes to the note and click the Save Note button.
    3. Clearing validation note: The validation note can be cleared by either clicking the Clear Note button, or deleting the current validation note and clicking the Save Note button.
Completing the validation process


Once all of the specimens in the rack or container have been validated it is time to complete the validation and transfer the rack to the receiving container.


  1. Click the Complete Validation button.
    <img class="help" src="../../main/images/help/validator_complete.jpg" alt="Rack and container search screen after a successful validation" title="Rack and container search screen after a successful validation">
  2. Once the validation has been submitted to tube.tracker®, the rack and container search screen will appear. There will be a new entry in the Last 10 Transfer Events section of the page. This entry will list the time of the transfer, what was transferred and where it was transferred. There will also be two links at the end of the entry that will display the Summary Report for the validation and the Full Report for the validation. Clicking on either of these links will create a new window and display the report. The report can then be printed if so desired.