Difference between revisions of "Rack and container validation"

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# '''Specimen Listing Area''' is the left side of the screen where containers, racks and specimens are listed for validation.
 
# '''Specimen Listing Area''' is the left side of the screen where containers, racks and specimens are listed for validation.
 
#* Specimens within a rack are displayed as a list with grey column headers for Specimen ID, Validation Status, Notes, and Performable Actions.  
 
#* Specimens within a rack are displayed as a list with grey column headers for Specimen ID, Validation Status, Notes, and Performable Actions.  
#* Specimen lists are nested under '''Rack Headers''' which are tan boxes containing the Rack ID, number of specimens in the rack, a Validation Icon (if allowed), and a Note button.  
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#* Specimen lists are nested under '''Rack Headers''' which are tan boxes containing the Rack ID, number of specimens in the rack in parenthesis, a Validation Icon (if allowed), and a Note button.  
#* The contents of only one rack can be displayed at a given time. When the contents of a rack are being displayed, that rack is considered to be selected. In the example above ExRack01 is selected and being displayed while ExRack02 is therefore neither selected nor being displayed.
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#* The contents of only one rack can be displayed at a given time. When the contents of a rack are being displayed, that rack is considered to be selected. In the example above ExRack01 is selected and being displayed while ExRack02 is therefore neither selected nor being displayed.
#* Switch from displaying one rack to displaying another by clicking the plus sign button to the left of the desired rack's Rack ID in a Rack Header. When clicked, the plus sign button will change to a minus sign button.
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#* Switch from displaying one rack to displaying another by clicking the plus sign button to the left of the desired rack's Rack ID in a Rack Header. When clicked, the plus sign button will change to a minus sign button indicating that the contents of the newly selected rack are expanded and displayed below.
#* Rack headers are nested under the '''Container Header''' which is a blue box containing the Container Name, number of specimens in the container, a Validation Icon (if allowed), and a Note button. Only one container can be displayed at a given time.
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#* Rack headers are nested under a '''Container Header''' which is a blue box containing the Container Name, number of specimens in the container, a Validation Icon (if allowed), and a Note button. Only one container can be displayed at a given time.
 
#* Specimens, as well as racks and containers when allowed, each have a Validation Icon to denote their current status.
 
#* Specimens, as well as racks and containers when allowed, each have a Validation Icon to denote their current status.
 
#** A red X icon means the object has not been validated.
 
#** A red X icon means the object has not been validated.
 
#** A green check mark icon means the object has been validated.
 
#** A green check mark icon means the object has been validated.
 
#** A blue question mark icon means the specimen was added in the Validation Screen and has not yet been validated.  This will be covered more in the [[Validating a specimen, rack, or container]] section. [[image:Validation_validation_icon.jpg|none|frame|'''Validation Icons''']]
 
#** A blue question mark icon means the specimen was added in the Validation Screen and has not yet been validated.  This will be covered more in the [[Validating a specimen, rack, or container]] section. [[image:Validation_validation_icon.jpg|none|frame|'''Validation Icons''']]
# '''Validation Entry Area''' contains the '''Search Text Box''' and '''Search''' button where Specimen IDs or Rack IDs will be scanned or entered both for validation or navigation.  It also contains the '''Complete Validation''' and '''Cancel''' buttons that will save or cancel the changes made in the '''Validation Screen''' and will be covered in the [[Completing the validation process]] section.
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# '''Validation Entry Area''' contains the '''Search Text Box''' and '''Search''' button where Specimen IDs or Rack IDs will be scanned or entered both for validation or navigation.  It also contains the '''Complete Validation''' and '''Cancel''' buttons that will save or cancel the changes made in the '''Validation Screen''' and will be covered in the [[Completing the validation process]] section.[[image:Validation_validation_entry_area.jpg|none|frame|'''Validation Entry Area''']]
 
# '''Validation Events area''' serves one of three purposes at any given time:
 
# '''Validation Events area''' serves one of three purposes at any given time:
 
## Displays the last 10 validation events including validating or adding notes to specimens, racks, or containers.[[image:Validation_events.jpg|none|frame|'''Validation Screen<br/>Validation Events Area''']]
 
## Displays the last 10 validation events including validating or adding notes to specimens, racks, or containers.[[image:Validation_events.jpg|none|frame|'''Validation Screen<br/>Validation Events Area''']]
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== Validating a specimen, rack, or container ==
 
== Validating a specimen, rack, or container ==
  
The Validation Screen denotes specimens that have been validated  with a validation icon. The validation icon will either be a green check mark if validated or a red X if not validated.[[image:validator_validate_spec_not_valid.jpg|none|frame|'''Specimens have not been validated''']][[image:validator_validate_spec_valid.jpg|none|frame|'''Specimen A31 has been validated''']]<br clear="all" />
 
 
There are three ways in which a specimen can be validated.
 
There are three ways in which a specimen can be validated.
 
# Scan or type the specimen ID into the validation scan box.
 
# Scan or type the specimen ID into the validation scan box.
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#** If a match is found, the specimen is marked as validated.  
 
#** If a match is found, the specimen is marked as validated.  
 
#** If no match is found and the rack is not filled, a new specimen is added to the rack using the search query as the Specimen ID.  The validation status will be marked as New by a blue question mark until the specimen is validated.  Click the blue question mark to validate the specimen. In the Action column, an icon will appear that is a white square enclosing a black S with a red X covering it.  Click this icon to remove the new sample.[[image:Validation_new_specimen.jpg|none|frame|'''New Specimen Added During Validation''']]
 
#** If no match is found and the rack is not filled, a new specimen is added to the rack using the search query as the Specimen ID.  The validation status will be marked as New by a blue question mark until the specimen is validated.  Click the blue question mark to validate the specimen. In the Action column, an icon will appear that is a white square enclosing a black S with a red X covering it.  Click this icon to remove the new sample.[[image:Validation_new_specimen.jpg|none|frame|'''New Specimen Added During Validation''']]
#* When ''Validating a container'', all of the racks in the container are displayed, however, only one rack at a time can be selected to display its specimens for searching.  When the Search button is pressed, the query will be sought differently than when validating a single rack to anticipate the users intentions:
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#* When ''Validating a container'', all of the racks in the container are displayed, however, only one rack at a time can be selected to display its specimens for searching.  When the Search button is pressed, the query will be checked differently than when validating a single rack to anticipate adding new specimens and switching between racks:
 
#** A search of Specimen IDs is performed on the currently selected rack to determine if there is a matching specimen ID.
 
#** A search of Specimen IDs is performed on the currently selected rack to determine if there is a matching specimen ID.
 
#*** If a match is found, the specimen is marked as validated.  Other specimens in the same rack can easily be validated next.
 
#*** If a match is found, the specimen is marked as validated.  Other specimens in the same rack can easily be validated next.
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#**** If the query matches a Rack ID in the currently selected container, a dialog will appear.  Click the OK button to select the rack that matches the query.  Click the Cancel button to create a new specimen in the current rack with the query as its Specimen ID.  
 
#**** If the query matches a Rack ID in the currently selected container, a dialog will appear.  Click the OK button to select the rack that matches the query.  Click the Cancel button to create a new specimen in the current rack with the query as its Specimen ID.  
 
#**** If the query does not match a Rack ID and the currently selected rack is not at capacity, the validator will add a new specimen to the currently selected rack with the query as the Specimen ID.
 
#**** If the query does not match a Rack ID and the currently selected rack is not at capacity, the validator will add a new specimen to the currently selected rack with the query as the Specimen ID.
# Click the validation icon for an an entire rack or container.
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# Click the validation icon for an an entire rack or container to mark every specimen contained within as validated.[[image:validator_validate_whole_rack.jpg|none|frame|'''Entire rack has been validated''']]<br clear="all" />
#* While a specimen's validation icon is in the Status column, each rack and container may have its own validation icon displayed to the right of its ID as long as it is permitted by institution policy. Clicking the validation icon for a rack or container will mark every specimen contained within as validated.[[image:validator_validate_whole_rack.jpg|none|frame|'''Entire rack has been validated''']]<br clear="all" />
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#* If there is no visible validation icon for racks or containers as shown below, administrators have disabled this feature using the ''Force individual specimen validation institution-wide'' setting. Each specimen must be validated individually.[[image:validator_force_indiv_spec.jpg|none|frame|'''Force individual specimen validation option has been enabled''']]<br clear="all" />
#* If there is no visible validation icon for racks and containers as shown below, administrators have disabled this feature using the ''Force individual specimen validation institution-wide'' setting. Each specimen must be validated individually using the next step.[[image:validator_force_indiv_spec.jpg|none|frame|'''Force individual specimen validation option has been enabled''']]<br clear="all" />
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# Click the validation icon for each specimen.
# Click the validation icon for each specimen. When the specimen's status is changed to validated, the red X validation icon will change to a green check mark and the specimen entry will be highlighted by changing its background color to tan.
 
  
 
== Managing validation notes ==
 
== Managing validation notes ==
  
During the validation process, there are many opportunities to add notes to specimens, racks, and containers. The status of a specimen, rack, or container note can be determined by a quick glance its 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 can be categorized in two groupings.
+
During the validation process, there are many opportunities to add notes to specimens, racks, and containers. The status of a specimen, rack, or container note can be determined by a quick glance its Note icon. The Note icon for a rack and container will appear in the header and is located on the far right. The Note icon for a specimen will appear in the Notes column in the specimen listing. There are four possible note states which can be categorized in two groupings.
  
 
# '''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.
 
# '''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.
## 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 (See Specimen ExSpec101 Below).
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## Previous note exists: If a note was attached at any point in the past, the note icon will appear as a white square with a black N (See Specimen ExSpec101 Below).
## No previous notes: If no notes have ever been attached then the note icon will appear as a gray square with a black N (See Specimen ExSpec102 Below).
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## Previous notes does not exist: If no notes have ever been attached then the note icon will appear as a gray square with a black N (See Specimen ExSpec102 Below).
# '''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.
+
# '''Validation Note''': A validation note is a note that has been attached to a specimen, rack or container during the current validation. Once the validation is completed, any new notes added during the validation will then be considered a previous note.
## 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.
+
## Validation note does not exist: If no validation note has yet been attached, the note icon's appearance will then be determined by their previous notes status.
 
## Validation note exists: Once a validation note has been attached, the icon's color will be white with a red plus sign in the upper right-hand corner (See Specimen ExSpec103 Below).
 
## Validation note exists: Once a validation note has been attached, the icon's color will be white with a red plus sign in the upper right-hand corner (See Specimen ExSpec103 Below).
 
:[[image:Validate_container.jpg|none|frame|'''Container Validation Screen''']]<br clear="all" />
 
:[[image:Validate_container.jpg|none|frame|'''Container Validation Screen''']]<br clear="all" />
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# Once the note icon has been clicked, several sections of the screen will change appearance.
 
# Once the note icon has been clicked, several sections of the screen will change appearance.
 
## The Validation Events area of the validation page will display  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 input text box.[[image:validator_note_click_note_area.jpg|none|frame|'''Validator note section''']]<br clear="all" />
 
## The Validation Events area of the validation page will display  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 input text box.[[image:validator_note_click_note_area.jpg|none|frame|'''Validator note section''']]<br clear="all" />
## The object receiving the validation note will turn yellow.[[image:validator_note_click_spec_listing.jpg|none|frame|'''Currently adding a note to a specimen''']]<br clear="all" />
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## The object receiving the validation note will be highlighted in yellow.[[image:validator_note_click_spec_listing.jpg|none|frame|'''Currently adding a note to a specimen''']]<br clear="all" />
# Type a Validation Note in the text box provided if desired and click the Save Note button, or use the shortcut key Ctrl-Q, to save the note. Click the Cancel Note button if no note is desired.
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# Type a Validation Note in the text box provided and click the Save Note button, or use the shortcut key Ctrl-Q, to save the note. Click the Cancel Note button if no note is desired.
  
 
=== View, modify or clear a validation note ===
 
=== View, modify or clear a validation note ===
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:After a validation note has been added, it may become necessary to view, make changes to, or remove the note.
 
:After a validation note has been added, it may become necessary to view, make changes to, or remove the note.
  
# Click the Note icon for the specimen, rack, or container to view the current Validation Note. The current Validation Note will appear in the Note section.  Click the Cancel Note button to close the note without making modifications.
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# Click the Note icon for the specimen, rack, or container to view the current Validation Note. The current Validation Note will appear in the Note section.
 
## Viewing validation note: The validation note is currently displayed in the Note section. After you are done viewing it, click the '''Cancel Note''' button.
 
## Viewing validation note: The validation note is currently displayed in the Note section. After you are done viewing it, click the '''Cancel Note''' button.
 
## Modify validation note: If you are modifying the note, make the appropriate changes to the note and click the Save Note button.
 
## Modify validation note: If you are modifying the note, make the appropriate changes to the note and click the Save Note button.
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=== Completing the validation process ===
 
=== 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.
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:Once all of the specimens in the rack or container have been validated, the validation can be completed by transferring the rack to the receiving container.
  
# Click the Complete Validation button.[[image:validator_complete.jpg|none|frame|'''Rack and container search screen after a successful validation''']]<br clear="all" />
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# Click the Complete Validation button.[[image:Validation_validation_entry_area.jpg|none|frame|'''Validation Entry Area''']]
# 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.
+
::The rack and container search screen will appear. There will be a new entry in the Last 10 Transfer Events section of the page listing the time of the transfer, what was transferred, and to 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.[[image:validator_complete.jpg|none|frame|'''Rack and container search screen after a successful validation''']]<br clear="all" />
  
 
Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Revision as of 18:16, 31 December 2013

Starting the validation process

  1. Click Validate in the Navigation Menu under the Validator heading
    Navigation Menu
    Validator > Validate

    The Select a Receiving Container Screen will appear:
    Validator Receive Container/Rack screen

  2. Click a container name to designate a receiving container that will accept validated racks and/or containers.
  3. The Rack and Container Search Screen will appear. This screen has three sections:
    Validator rack and container search screen

    1. Select a new receiving container Link will return to the Receiving Container Selection Screen where a different receiving container can be specified.
    2. Rack and Container Search Area contains the text box where the Rack ID or Container ID being validated will be typed or scanned in and the Transfer button that will start the search.
    3. Last 10 Transfer Events Area shows the last ten transfer events for the currently selected receiving container. If there are transfer events shown in this area and the Select a new receiving container Link is clicked, those events will no longer be present upon returning to the Rack and Container Search Screen.
  4. Type or scan a Rack ID or Container ID into the search box.
    • If the search found multiple matches, a list of the results will appear. Select the appropriate rack or container from this list by clicking on its ID which will load the rack or container in the Validation Screen.
    • If the search found only one match, the Validation Screen will appear with the rack or container loaded in.

The Validation Screen Explained

The Validation Screen (shown below) is where specimens, racks, and containers contents are validated. It is segregated into three sections:
Validation Screen
  1. Specimen Listing Area is the left side of the screen where containers, racks and specimens are listed for validation.
    • Specimens within a rack are displayed as a list with grey column headers for Specimen ID, Validation Status, Notes, and Performable Actions.
    • Specimen lists are nested under Rack Headers which are tan boxes containing the Rack ID, number of specimens in the rack in parenthesis, a Validation Icon (if allowed), and a Note button.
    • The contents of only one rack can be displayed at a given time. When the contents of a rack are being displayed, that rack is considered to be selected. In the example above ExRack01 is selected and being displayed while ExRack02 is therefore neither selected nor being displayed.
    • Switch from displaying one rack to displaying another by clicking the plus sign button to the left of the desired rack's Rack ID in a Rack Header. When clicked, the plus sign button will change to a minus sign button indicating that the contents of the newly selected rack are expanded and displayed below.
    • Rack headers are nested under a Container Header which is a blue box containing the Container Name, number of specimens in the container, a Validation Icon (if allowed), and a Note button. Only one container can be displayed at a given time.
    • Specimens, as well as racks and containers when allowed, each have a Validation Icon to denote their current status.
      • A red X icon means the object has not been validated.
      • A green check mark icon means the object has been validated.
      • A blue question mark icon means the specimen was added in the Validation Screen and has not yet been validated. This will be covered more in the Validating a specimen, rack, or container section.
        Validation Icons
  2. Validation Entry Area contains the Search Text Box and Search button where Specimen IDs or Rack IDs will be scanned or entered both for validation or navigation. It also contains the Complete Validation and Cancel buttons that will save or cancel the changes made in the Validation Screen and will be covered in the Completing the validation process section.
    Validation Entry Area
  3. Validation Events area serves one of three purposes at any given time:
    1. Displays the last 10 validation events including validating or adding notes to specimens, racks, or containers.
      Validation Screen
      Validation Events Area
    2. Displays the specimen history and current information when a Specimen ID is clicked in the Specimen Listing Area.
      Validation Screen
      Validation Events Area
    3. Displays Note Viewing and Editing Area when a specimen, rack, or container's Note Icon. Clicking on the note icon for a specimen, rack or container displays any previously entered notes as well displaying a Validation Note Entry as giving you the opportunity to add a validation note.
      Validation Screen
      Validation Events Area

Validating a specimen, rack, or container

There are three ways in which a specimen can be validated.

  1. Scan or type the specimen ID into the validation scan box.
    • When Validating a single rack, tube.tracker will search the rack for a matching specimen ID.
      • If a match is found, the specimen is marked as validated.
      • If no match is found and the rack is not filled, a new specimen is added to the rack using the search query as the Specimen ID. The validation status will be marked as New by a blue question mark until the specimen is validated. Click the blue question mark to validate the specimen. In the Action column, an icon will appear that is a white square enclosing a black S with a red X covering it. Click this icon to remove the new sample.
        New Specimen Added During Validation
    • When Validating a container, all of the racks in the container are displayed, however, only one rack at a time can be selected to display its specimens for searching. When the Search button is pressed, the query will be checked differently than when validating a single rack to anticipate adding new specimens and switching between racks:
      • A search of Specimen IDs is performed on the currently selected rack to determine if there is a matching specimen ID.
        • If a match is found, the specimen is marked as validated. Other specimens in the same rack can easily be validated next.
        • If no match is found, the validator will check to see if the query is a either new specimen in the rack that needs to be added or an existing ID for a rack that should be selected for validation.
          • If the query matches a Rack ID in the currently selected container, a dialog will appear. Click the OK button to select the rack that matches the query. Click the Cancel button to create a new specimen in the current rack with the query as its Specimen ID.
          • If the query does not match a Rack ID and the currently selected rack is not at capacity, the validator will add a new specimen to the currently selected rack with the query as the Specimen ID.
  2. Click the validation icon for an an entire rack or container to mark every specimen contained within as validated.
    Entire rack has been validated

    • If there is no visible validation icon for racks or containers as shown below, administrators have disabled this feature using the Force individual specimen validation institution-wide setting. Each specimen must be validated individually.
      Force individual specimen validation option has been enabled

  3. Click the validation icon for each specimen.

Managing validation notes

During the validation process, there are many opportunities to add notes to specimens, racks, and containers. The status of a specimen, rack, or container note can be determined by a quick glance its Note icon. The Note icon for a rack and container will appear in the header and is located on the far right. The Note icon for a specimen will appear in the Notes column in the specimen listing. There are four possible note states which can be categorized in two groupings.

  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 note exists: If a note was attached at any point in the past, the note icon will appear as a white square with a black N (See Specimen ExSpec101 Below).
    2. Previous notes does not exist: If no notes have ever been attached then the note icon will appear as a gray square with a black N (See Specimen ExSpec102 Below).
  2. Validation Note: A validation note is a note that has been attached to a specimen, rack or container during the current validation. Once the validation is completed, any new notes added during the validation will then be considered a previous note.
    1. Validation note does not exist: 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 be white with a red plus sign in the upper right-hand corner (See Specimen ExSpec103 Below).
Container Validation Screen

Adding a validation note

  1. Click on the note icon for a specimen, rack, or container.
  2. Once the note icon has been clicked, several sections of the screen will change appearance.
    1. The Validation Events area of the validation page will display 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 input text box.
      Validator note section

    2. The object receiving the validation note will be highlighted in yellow.
      Currently adding a note to a specimen

  3. Type a Validation Note in the text box provided and click the Save Note button, or use the shortcut key Ctrl-Q, to save the note. Click the Cancel Note button if no note is desired.

View, modify or clear a validation note

After a validation note has been added, it may become necessary to view, make changes to, or remove the note.
  1. Click the Note icon for the specimen, rack, or container to view the current Validation Note. 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.
Validation Note Controls

Completing the validation process

Once all of the specimens in the rack or container have been validated, the validation can be completed by transferring the rack to the receiving container.
  1. Click the Complete Validation button.
    Validation Entry Area
The rack and container search screen will appear. There will be a new entry in the Last 10 Transfer Events section of the page listing the time of the transfer, what was transferred, and to 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.
Rack and container search screen after a successful validation

Back to the Online Documentation