Difference between revisions of "Transferring racks between storage containers"

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# Click '''Manage''' located under '''Racks''' in the Navigation Menu. A container selection page will be displayed.<br/>[[image:manage_rack_menu.jpg|left|frame|'''Manage racks menu''']][[image:manage_rack_start.jpg|none|frame|'''Container Selection Screen''']]<br clear="all" />
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== Opening the Rack Management - Container Selection Screen ==
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# Click on a link for a Container to display its racks of specimens. Containers that have no racks will not be displayed as a clickable link and will be text. In the example below, Main Laboratory has no racks and so cannot be selected while Lab Fridge A has racks and can be selected.
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#* The Managing Rack page shown below will be displayed. Depending on user preference settings, either all racks or just expired racks will be displayed. 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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# Click '''Manage''' in the Navigation Menu under the heading '''Racks'''.[[image:manage_rack_menu.jpg|none|frame|'''Navigation Menu <br/>Racks > Manage''']]<br/>
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#** Expired rack's information is displayed in <span style="color: #FF0000;">'''red'''</span>
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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" />
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#** Active rack's information is displayed in '''black'''
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#** Locked rack's information is displayed in <span style="color: #000080;">'''blue'''</span>
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#* There are two filters for displaying a container's racks called '''Show All Racks''' and '''Show Expired Racks'''. All of the racks in the example below, with the exception of rack 4T, are expired. Clicking on '''Show Expired Racks''' will reload the page filtering out rack 4T.  On that page will be a '''Show All Racks''' button will reload the page displaying all racks including 4T. [[image:manage_rack_container_rack_listing.jpg|none|frame|'''Managing Racks <br/>Container rack listing''']]<br clear="all" />
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== Locating Racks Being Transferred ==
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# Click the check boxes that correspond to the racks to be transferred. Select all of the racks by clicking the check box in the column header to the left of the Rack ID column heading.
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# Click the '''Transfer Racks''' button once the racks to be transferred have been selected.[[image:manage_rack_container_rack_listing_checked.jpg|none|frame|'''Manage racks container rack listing with check marks''']]<br clear="all" />
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# Click on the '''Container Name Link''' corresponding to the container in which the racks being renewed reside.
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# The Location for Bulk Transfer page shown below will appear. There are two types of containers that may not be selected during a transfer. The first container ''Lab Fridge A'' is not available because it is the source container of the racks. The third container ''Hematology (Fridge A)'' is also not available because transferring these racks will exceed the capacity of the container.
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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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#*'''Note''': ''Hematology (Fridge A) would be available if the container capacity check was not enabled.''[[image:transfer_rack_select_destination.jpg|none|frame|'''Transfer rack select destination 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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# Click the name of the container to transfer the racks into or click the '''Cancel Transfer''' button to cancel the transfer.[[image:transfer_rack_confirm.jpg|none|frame|'''Transfer rack confirmation screen''']]<br clear="all" />
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#** Expired rack's information is displayed in <span style="color: #FF0000;">'''red text'''</span>.
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# Click the '''Add Note''' check box to add a note to this event if desired. Type the note into the text box that appears.
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#** Active rack's information is displayed in '''black text'''.
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# Click the '''Yes''' button to transfer the racks into the selected container. Click the '''No''' button to cancel the transfer.  Clicking either button will return to the manage racks screen.
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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 renewed.
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# Click the '''Renew Racks Button''' to renew 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. Click the '''Cancel Transfer Button''' button to cancel the transfer and return 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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# Click 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'''.
  
  
 
Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Revision as of 21:56, 10 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 renewed 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 renewed.
  4. Click the Renew Racks Button to renew 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. Click the Cancel Transfer Button button to cancel the transfer and return 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. Click 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

Retrieved from "http://help.tubetracker.com/index.php?title=Transferring_racks_between_storage_containers&oldid=509"