Difference between revisions of "Using the picklist"

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Each user account in tube.tracker has their own picklist and it can be utilized to streamline the workflow of certain procedures.
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Each user account in tube.tracker has its own picklist which can be utilized to streamline the workflow of certain procedures.
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== Adding specimens to the picklist ==
 
== Adding specimens to the picklist ==
  
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# In order to find the location of our specimen we need to search for it. Follow the steps described in the [[Searching_for_specimens|Searching for a specimen]] help section.
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# Use the steps described in [[Searching_for_specimens|Searching for a specimen]] to locate the desired specimen.
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# Once you have found the location of the specimen, click the '''Add''' button next to its listing in the search results.[[image:specimen_search_results.jpg|none|frame|'''Specimen search results''']]<br clear="all" />
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# Click the '''Add''' button in the Picklist column that corresponds to the Specimen ID of the desired specimen.[[image:specimen_search_results.jpg|none|frame|'''Specimen search results''']]<br clear="all" />
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# Repeat steps 1 & 2 as necessary until all desired specimens have been selected using this method.
  
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== View the picklist ==
 
  
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# Click '''Picklist''' in the left-head menu.[[image:picklist_menu.jpg|none|frame|'''Picklist menu''']]<br clear="all" />
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== Viewing the picklist ==
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# The Main Picklist screen will now appear. The main picklist screen serves multiple purposes by displaying your current picklist and providing a jumping-off point for many other operations.[[image:picklist_main.jpg|none|frame|'''Picklist main screen''']]<br clear="all" />
 
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# There are two methods for sorting the picklist:
 
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## '''Specimen ID''': Clicking the Specimen ID column heading will sort the list alphabetically by Specimen ID. Clicking the Specimen ID heading again will sort the list in reverse alphabetical order.
 
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## '''Container''': Clicking the Container column heading will sort the list alphabetically by Container name. Clicking the Container heading again will sort the list in reverse alphabetical order.
 
  
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== Print the picklist ==
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# Click '''Picklist''' in the Navigation Menu to display the Picklist screen.[[image:picklist_menu.jpg|none|frame|'''Navigation Menu<br/>Picklist''']]<br clear="all" />
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#* The Picklist screen serves multiple purposes by both displaying the current picklist and providing a jumping-off point for many other operations.[[image:picklist_main.jpg|none|frame|'''Picklist<br/>Main Screen''']]
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#* The picklist can be sorted alphabetically by either Specimen ID or Container by clicking on the corresponding column header. To sort by either in reverse alphabetical  order, click the corresponding column header a second time.
  
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# Once you are viewing the Main Picklist screen, click on the ''Print Picklist'' button.
 
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# This will create a new browser window displaying a printer-friendly version of the picklist.[[image:picklist_print.jpg|none|frame|'''Picklist print screen''']]<br clear="all" />
 
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# In your new brower window, click '''File''' and then click '''Print'''.
 
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# Select the printer you wish to send the print job to and then click '''Print''' or '''OK''' depending on wich browser you are using.
 
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# After you have printed the picklist it is safe to close this browser window.
 
  
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== Remove specimens from the picklist ==
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== Printing the picklist ==
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# Click on the ''Print Picklist'' button to create a new browser window or tab displaying a printer-friendly version of the picklist.[[image:picklist_print.jpg|none|frame|'''Picklist print screen''']]<br clear="all" />
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# Click '''File''' and then click '''Print''' or press Ctrl+P in this new window to select the desired printer and click '''Print''' or '''OK''' depending on the browser to begin printing.
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# After the picklist has been printed, it is safe to close this browser window or tab.
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== Removing specimens from the picklist ==
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# Click the check boxes corresponding to the specimens to be removed from the picklist or click the check box in the column header to select and deselect all specimens. [[image:picklist_remove_check.jpg|none|frame|'''Remove from picklist''']]<br clear="all" />
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# Click the '''Remove from Picklist''' button to proceed to the confirmation screen.[[image:picklist_remove_confirm.jpg|none|frame|'''Remove from picklist confirmation screen''']]<br clear="all" />
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# Review the specimens selected for removal from the picklist and click the '''Yes''' button to remove the selected specimen(s) from the picklist. If the wrong specimens were selcted, click the '''No''' button. Clicking either button will return to the Main Picklist screen.
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== Clearing the Picklist
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# Click the '''Clear Picklist''' button
  
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# On the Main Picklist screen you will see a checkbox in front of each specimen listing.
 
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# Click the checkbox for the specimen you wish to remove from the picklist. '''Note:''' ''you may remove more than one specimen at a time from the picklist by checking all appropriate checkboxes.''[[image:picklist_remove_check.jpg|none|frame|'''Remove from picklist''']]<br clear="all" />
 
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# Once you have the specimen(s) checked, click the '''Remove from Picklist''' button. This will take you to the confirmation screen.[[image:picklist_remove_confirm.jpg|none|frame|'''Remove from picklist confirmation screen''']]<br clear="all" />
 
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# Click the '''Yes''' button if you wish to remove the selected specimen(s) from the picklist. If you made a mistake, or do not wish to remove the specimen(s) from the picklist, click the '''No''' button. If you clicked the '''Yes''' button the specimen(s) will be removed from the picklist and you will be taken back to the Main Picklist screen.
 
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# If you wish to remove all specimens from the picklist you can either check off all of the specimens by clicking the top checkbox to the left of the Specimen ID column heading or you can click the '''Clear Picklist''' button.
 
  
 
== Remove specimen from the system ==
 
== Remove specimen from the system ==
  
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In addition to the normal procedure for [[Deleting_individual_specimens_from_an_existing_rack|deleting specimen from an existing rack]], you can also delete specimens from the system via the picklist.
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In addition to the normal procedure for [[Deleting_individual_specimens_from_an_existing_rack|deleting specimen from an existing rack]], specimens can be deleted from the system using a picklist.
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# Click the check boxes corresponding to the specimens to be deleted from the system or click the check box in the column header to select and deselect all specimens. [[image:picklist_remove_check.jpg|none|frame|'''Remove from picklist''']]<br clear="all" />
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# Click the '''Delete from System''' button to display the confirmation screen.[[image:picklist_delete_confirm.jpg|none|frame|'''Picklist delete from system confirmation screen''']]<br clear="all" />
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# Attach a note to this event, if desired, by clicking the '''Add Note''' check box and typing the note into text box that appears.
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# Review the specimens selected for deletion from the system:
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#* Click the '''Yes''' button to remove the selected specimen(s) from the picklist if the correct specimens have been selected.
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#* Click the '''No''' button if an incorrect specimen has been selected.
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#* Clicking either button will return to the Main Picklist screen.
  
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# From the main picklist screen, click the checkbox associated with each specimen you wish to remove from the system.
 
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# Click the '''Delete from System''' button. This will bring up the confirmation screen.[[image:picklist_delete_confirm.jpg|none|frame|'''Picklist delete from system 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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# After checking the list, click the '''Yes''' button to confirm that specimens should be deleted. Click the '''No''' button to cancel the operation and return you to the Main Picklist screen.
 
  
 
== Transfer to a new rack ==
 
== Transfer to a new rack ==
  
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At some point you may wish to transfer specimens that are listed in the picklist into a new rack. This gives the benefit of a mass transfer instead of manually creating a new rack and then transferring each specimen individually.
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Picklists are a simple way to transfer specimens to a new rack as opposed to manually creating a new rack and then transferring each specimen individually.
  
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# From the Main Picklist screen, click the checkbox associated with each specimen you wish to transfer into a new rack.
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# Click the check boxes corresponding to the specimens to be transferred to a new rack or click the check box in the column header to select and deselect all specimens. [[image:picklist_remove_check.jpg|none|frame|'''Remove from picklist''']]<br clear="all" />
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# Once the relevant checkboxes are check, click the '''Transfer to new rack''' button. This will bring up the Picklist Transfer screen.[[image:picklist_transfer_main.jpg|none|frame|'''Picklist transfer specimens to new rack main screen''']]<br clear="all" />
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# Click the '''Transfer to new rack''' button to bring up the Picklist Transfer screen.[[image:picklist_transfer_main.jpg|none|frame|'''Picklist transfer specimens to new rack main screen''']]<br clear="all" />
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# From here select the container in which the new rack will be stored, the type of rack and the rack ID of the new rack. You can also attach a note to this event. To create the new rack and transfer the selected specimen(s) click the '''Add Rack''' button. If you made a mistake and wish to cancel the transfer click the '''Cancel Transfer''' button.
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# Select the container in which the new rack will be stored, the type of rack to be used, and enter the rack ID of the new rack.
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# Clicking '''Add Rack''' will bring up the transfer confirmation screen.[[image:picklist_transfer_confirm.jpg|none|frame|'''Picklist transfer specimens to new rack confirmation screen''']]<br clear="all" />
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# Click the Add Note check box to attach a note to this event.
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# The transfer confirmation screen has several sections:
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# Click '''Add Rack''' to bring up the transfer confirmation screen.
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#* ''New Rack Information'': This section displays the values for the container, rack type, and rack ID of the new rack.
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[[image:picklist_transfer_confirm.jpg|none|frame|'''Picklist transfer specimens to new rack confirmation screen''']]<br clear="all" />
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#* ''Specimen(s) to transfer'': This section displays the specimen ID, source location of the specimen and the destination position in which the specimen will reside in the new rack.
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#* The transfer confirmation screen has several sections:
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#* ''Clear specimen(s) from picklist after transfer'': Check this box if you wish to clear all of the specimens involved in the transfer from the picklist. Leave unchecked if you want to specimens to stay in the picklist.
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##* ''New Rack Information'' displays the Container, Rack Type, Rack ID, and any Notes for the new rack.
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# Provided all of the information is correct on the confirmation screen, click the '''Transfer Specimen''' button to finalize the transfer. You can also cancel the transfer by clicking the '''Cancel Transfer''' button.
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##* ''Specimen(s) to transfer'' displays the Specimen ID, Source Rack and Position in Rack, Destination position in the new rack.
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##* ''Clear specimen(s) from picklist after transfer'' check box provides the option to clear all of the specimens involved in the transfer from the picklist. Leave this check box unchecked if the specimens should remain in the picklist to perform another function.
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# Click the '''Transfer Specimen''' button to finalize the transfer or click the '''Cancel Transfer''' button to cancel it.
  
 
Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Revision as of 20:03, 27 December 2013

Each user account in tube.tracker has its own picklist which can be utilized to streamline the workflow of certain procedures.


Adding specimens to the picklist

  1. Use the steps described in Searching for a specimen to locate the desired specimen.
  2. Click the Add button in the Picklist column that corresponds to the Specimen ID of the desired specimen.
    Specimen search results

  3. Repeat steps 1 & 2 as necessary until all desired specimens have been selected using this method.


Viewing the picklist

  1. Click Picklist in the Navigation Menu to display the Picklist screen.
    Navigation Menu
    Picklist

    • The Picklist screen serves multiple purposes by both displaying the current picklist and providing a jumping-off point for many other operations.
      Picklist
      Main Screen
    • The picklist can be sorted alphabetically by either Specimen ID or Container by clicking on the corresponding column header. To sort by either in reverse alphabetical order, click the corresponding column header a second time.


Printing the picklist

  1. Click on the Print Picklist button to create a new browser window or tab displaying a printer-friendly version of the picklist.
    Picklist print screen

  2. Click File and then click Print or press Ctrl+P in this new window to select the desired printer and click Print or OK depending on the browser to begin printing.
  3. After the picklist has been printed, it is safe to close this browser window or tab.


Removing specimens from the picklist

  1. Click the check boxes corresponding to the specimens to be removed from the picklist or click the check box in the column header to select and deselect all specimens.
    Remove from picklist

  2. Click the Remove from Picklist button to proceed to the confirmation screen.
    Remove from picklist confirmation screen

  3. Review the specimens selected for removal from the picklist and click the Yes button to remove the selected specimen(s) from the picklist. If the wrong specimens were selcted, click the No button. Clicking either button will return to the Main Picklist screen.


== Clearing the Picklist

  1. Click the Clear Picklist button


Remove specimen from the system

In addition to the normal procedure for deleting specimen from an existing rack, specimens can be deleted from the system using a picklist.

  1. Click the check boxes corresponding to the specimens to be deleted from the system or click the check box in the column header to select and deselect all specimens.
    Remove from picklist

  2. Click the Delete from System button to display the confirmation screen.
    Picklist delete from system confirmation screen

  3. Attach a note to this event, if desired, by clicking the Add Note check box and typing the note into text box that appears.
  4. Review the specimens selected for deletion from the system:
    • Click the Yes button to remove the selected specimen(s) from the picklist if the correct specimens have been selected.
    • Click the No button if an incorrect specimen has been selected.
    • Clicking either button will return to the Main Picklist screen.


Transfer to a new rack

Picklists are a simple way to transfer specimens to a new rack as opposed to manually creating a new rack and then transferring each specimen individually.

  1. Click the check boxes corresponding to the specimens to be transferred to a new rack or click the check box in the column header to select and deselect all specimens.
    Remove from picklist

  2. Click the Transfer to new rack button to bring up the Picklist Transfer screen.
    Picklist transfer specimens to new rack main screen

  3. Select the container in which the new rack will be stored, the type of rack to be used, and enter the rack ID of the new rack.
  4. Click the Add Note check box to attach a note to this event.
  5. Click Add Rack to bring up the transfer confirmation screen.
Picklist transfer specimens to new rack confirmation screen

    • The transfer confirmation screen has several sections:
      • New Rack Information displays the Container, Rack Type, Rack ID, and any Notes for the new rack.
      • Specimen(s) to transfer displays the Specimen ID, Source Rack and Position in Rack, Destination position in the new rack.
      • Clear specimen(s) from picklist after transfer check box provides the option to clear all of the specimens involved in the transfer from the picklist. Leave this check box unchecked if the specimens should remain in the picklist to perform another function.
  2. Click the Transfer Specimen button to finalize the transfer or click the Cancel Transfer button to cancel it.

Back to the Online Documentation

Retrieved from "http://help.tubetracker.com/index.php?title=Using_the_picklist&oldid=409"