Difference between revisions of "Transferring racks between storage containers"

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# Since the beginning steps of transfering a rack are common to other tube.tracker functions, follow the opening steps to [[Discard_a_rack_of_specimens|discarding a rack of specimens]].
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== Opening the Rack Management - Container Selection Screen ==
# Once you have opened the container in which the rack you wish to trasfer resides, click the checkbox associated with the rack. '''Note''': ''you may select more than one rack to trasfer at a time.''
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# After you have all of the racks you wish to transfer selected, click the '''Transfer Racks''' button.[[image:transfer_rack_select_destination.jpg|none|frame|'''Transfer rack select destination screen''']]<br clear="all" />
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# Click '''Manage''' in the Navigation Menu under the heading '''Racks'''.[[image:manage_rack_menu.jpg|none|frame|'''Navigation Menu <br/>Racks > Manage''']]<br/>
# This screen will display the list of available containers. You will notice that there are two containers that you may not select. The first container ''Lab Fridge A'' is not available because it is the source container of the racks you are transfering. The third container ''Hematology (Fridge A)'' is also not available because transfering these racks will excede the capacity of the container. '''Note''': ''This container would be available if this user did not have the container capacity check enabled.''
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# The '''Rack Management - Container Selection Screen''' will be displayed. This screen contains a list of containers and a link that will display a screen showing all expired racks in all containers. The Container Name for each of the containers in the list will be a clickable link.[[image:manage_rack_start.jpg|none|frame|'''Rack Management - Container Selection Screen''']]<br clear="all" />
# To continue the transfer process, click the container name you wish to transfer that racks into. If you wish to cancel the transfer process, click the '''Cancel Transfer''' button.[[image:transfer_rack_confirm.jpg|none|frame|'''Transfer rack confirmation screen''']]<br clear="all" />
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# At this point you can attach a note to this event. To attach a note, click the '''Add Note''' checkbox and the note text area will appear. Type the note into this space.
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# Clicking '''Yes''' will transfer each rack into the selected container. Clicking '''No''' will cancel the transfer and take you back to the manage racks screen.
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== Locating Racks Being Transferred ==
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# Click on the '''Container Name Link''' corresponding to the container in which the racks being transferred reside.
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# The '''Rack Management - Rack Selection Screen''' will be displayed listing all of the racks currently residing in the selected container with all pertinent information on each rack in the container.[[image:manage_rack_container_rack_listing.jpg|none|frame|'''Rack Management - Rack Selection Screen''']]<br clear="all" />
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#* Racks are sorted by expiration date and the information about each rack, such as Rack Type and Expiration Date, is color coded for quick reference.
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#** Expired rack's information is displayed in <span style="color: #FF0000;">'''red text'''</span>.
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#** Active rack's information is displayed in '''black text'''.
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#** Locked rack's information is displayed in <span style="color: #000080;">'''blue text'''</span>.
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# Select the check boxes corresponding to the racks being transferred.
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# Click the '''Transfer Racks Button''' to transfer the selected racks.
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# The '''Rack Transfer Container Selection Screen''' will display showing a list of all containers with the Container Name for an available container being a clickable link.  The Container Name of the source container will be displayed in bold black text with "(Source Container)" next to it.  Any container that is at capacity will be displayed in bold red text with "(Transfer will exceed capacity)" next to it. Administrators can enable and disable container capacities.[[image:transfer_rack_select_destination.jpg|none|frame|'''Rack Transfer Container Selection Screen''']]<br clear="all" />
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# Click the '''Container Name Link''' corresponding to the desired destination container for the rack being transferred. Clicking the '''Cancel Transfer Button''' button cancels the transfer and returns to the '''Rack Management - Rack Selection Screen'''.
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# The '''Rack Transfer Confirmation Screen''' will be displayed showing the source container, destination container, list of racks being transferred, and the '''Add Note Check Box'''.[[image:transfer_rack_confirm.jpg|none|frame|'''Rack Transfer Confirmation Screen''']]<br clear="all" />
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# Ensure that the correct source container, destination container, and list of racks being transferred are displayed. If any of the information is incorrect, click the '''No Button''' to return to the '''Rack Management - Rack Selection Screen'''.
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# Select the '''Add Note Check Box''' to display the '''Add Note Text Box''' in which a note about this transfer can be entered if desired.  
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# Click the '''Yes Button''' to transfer the racks into the selected container and to return to the '''Rack Management - Rack Selection Screen'''.
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Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Latest revision as of 17:36, 13 January 2014

Opening the Rack Management - Container Selection Screen

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

  2. The Rack Management - Container Selection Screen will be displayed. This screen contains a list of containers and a link that will display a screen showing all expired racks in all containers. The Container Name for each of the containers in the list will be a clickable link.
    Rack Management - Container Selection Screen


Locating Racks Being Transferred

  1. Click on the Container Name Link corresponding to the container in which the racks being transferred reside.
  2. The Rack Management - Rack Selection Screen will be displayed listing all of the racks currently residing in the selected container with all pertinent information on each rack in the container.
    Rack Management - Rack Selection Screen

    • Racks are sorted by expiration date and the information about each rack, such as Rack Type and Expiration Date, is color coded for quick reference.
      • Expired rack's information is displayed in red text.
      • Active rack's information is displayed in black text.
      • Locked rack's information is displayed in blue text.
  3. Select the check boxes corresponding to the racks being transferred.
  4. Click the Transfer Racks Button to transfer the selected racks.
  5. The Rack Transfer Container Selection Screen will display showing a list of all containers with the Container Name for an available container being a clickable link. The Container Name of the source container will be displayed in bold black text with "(Source Container)" next to it. Any container that is at capacity will be displayed in bold red text with "(Transfer will exceed capacity)" next to it. Administrators can enable and disable container capacities.
    Rack Transfer Container Selection Screen

  6. Click the Container Name Link corresponding to the desired destination container for the rack being transferred. Clicking the Cancel Transfer Button button cancels the transfer and returns to the Rack Management - Rack Selection Screen.
  7. The Rack Transfer Confirmation Screen will be displayed showing the source container, destination container, list of racks being transferred, and the Add Note Check Box.
    Rack Transfer Confirmation Screen

  8. Ensure that the correct source container, destination container, and list of racks being transferred are displayed. If any of the information is incorrect, click the No Button to return to the Rack Management - Rack Selection Screen.
  9. Select the Add Note Check Box to display the Add Note Text Box in which a note about this transfer can be entered if desired.
  10. Click the Yes Button to transfer the racks into the selected container and to return to the Rack Management - Rack Selection Screen.


Back to the Online Documentation