Difference between revisions of "Using the picklist"

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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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Each user account in tube.tracker has its own picklist which can be utilized to streamline the workflow of certain procedures including transferring specimens to a new rack and deleting specimens from the system. The Picklist Screen serves multiple purposes by both displaying information about the specimens on the current picklist and providing a jumping-off point for many other operations.
  
  
== Adding specimens to the picklist ==
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== Clearing the Picklist ==
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When working with picklists, it is important to ensure that the Picklist is empty before adding specimens to it.  Specimens from the previous picklist will remain until either an action is performed on them or they are cleared from the picklist. Failing to clear the picklist of these legacy specimens may result in actions being performed on unintended specimens.
  
# Use the steps described in [[Searching_for_specimens|Searching for a specimen]] to locate the desired specimen.
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# Click '''Picklist''' in the Navigation Menu.[[image:picklist_menu.jpg|none|frame|'''Navigation Menu<br/>Picklist''']]<br clear="all" />
# 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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# The '''Picklist Screen''' will be displayed.
# Repeat steps 1 & 2 as necessary until all desired specimens have been selected using this method.
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## If the Picklist is empty:
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##* The '''Picklist Screen''' will display a message stating "You currently have no specimens in your picklist".[[image:picklist_main2.jpg|none|frame|'''Picklist Screen<br/>Empty Picklist''']]
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##* Proceed to [[Using_the_picklist#Adding_Specimens_to_the_Picklist|Adding Specimens to the Picklist]].<br/><br/>
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## If the Picklist is not empty:
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##* The '''Pick List Screen''' will display the specimens currently in the Picklist.[[image:picklist_main.jpg|none|frame|'''Picklist Screen<br/>Picklist Containing Specimens''']]
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##* Refer to [[Using_the_picklist#Clearing_the_Picklist|Clearing the Picklist]] to remove the contents.
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##* Proceed to [[Using_the_picklist#Adding_Specimens_to_the_Picklist|Adding Specimens to the Picklist]] after clearing the Picklist.
  
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== Adding Specimens to the Picklist ==
  
== Viewing the picklist ==
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# Click '''Search''' in the Navigation Menu.[[image:specimen_search_menu.jpg|none|frame|'''Navigation Menu<br/>Search''']]
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# The '''Specimen & Rack Search Screen''' will be displayed.[[image:Specimen_search_start.jpg|none|frame|'''Specimen & Rack Search Screen''']]<br clear="all" />
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# Locate a desired specimen using the Specimen Search.  Refer to [[Searching_for_specimens|Searching for a specimen]] for more information.[[image:specimen_search_results.jpg|none|frame|'''Specimen & Rack Search Screen<br/>Search Results''']]<br clear="all" />
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# Click the '''Add Button''' in the Picklist column corresponding to the desired specimen.
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# Repeat steps 3-4 until all desired specimens have been added to the Picklist.
  
# Click '''Picklist''' in the Navigation Menu to display the Picklist screen.[[image:picklist_menu.jpg|none|frame|'''Navigation Menu<br/>Picklist''']]<br clear="all" />
 
#* 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''']]
 
#* 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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== Viewing the Picklist ==
  
== Printing the picklist ==
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# Click '''Picklist''' in the Navigation Menu.[[image:picklist_menu.jpg|none|frame|'''Navigation Menu<br/>Picklist''']]<br clear="all" />
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# The '''Picklist Screen''' will be displayed.[[image:picklist_main.jpg|none|frame|'''Picklist Screen''']]
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# Sort the Picklist alphabetically by either Specimen ID or Container by clicking on the corresponding column header. To sort in reverse alphabetical order, click the corresponding column header a second time.
  
# 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" />
 
# 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.
 
# After the picklist has been printed, it is safe to close this browser window or tab.
 
  
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== Printing the Picklist ==
  
== Removing specimens from the picklist ==
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# Click on the '''Print Picklist Button'''.
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# A new browser window or tab displaying a printer-friendly version of the picklist will be displayed.[[image:picklist_print.jpg|none|frame|'''Picklist Print Screen''']]<br clear="all" />
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# Click '''File''' and then click '''Print''' in the browser's menu or press '''Ctrl+P''' on the keyboard to display the browser's print dialog.
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After the picklist has been printed, it is safe to close this browser window or tab.
  
# 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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== Removing Specimens from the Picklist ==
# 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" />
 
# 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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# Select the check boxes corresponding to the specimens being removed from the picklist.
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# Click the '''Remove from Picklist Button''' button.
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# The '''Removal from Picklist Confirmation Screen''' will be displayed showing the Specimen ID, Rack ID, and Position in Rack for each specimen being removed.[[image:picklist_remove_confirm.jpg|none|frame|'''Removal from Picklist Confirmation Screen''']]<br clear="all" />
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# Ensure that the correct specimens have been selected for removal from the picklist. If any of the displayed specimens should not be removed, click the '''No Button''' to return to the '''Picklist Screen'''.
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# Click the '''Yes Button''' to remove the selected specimen(s) from the picklist and return to the Picklist Screen.
  
== Clearing the Picklist
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== Clearing the Picklist ==
  
# Click the '''Clear Picklist''' button
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# Click the '''Clear Picklist Button'''.
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# The '''Picklist Clearing Confirmation Screen''' will be displayed.[[image:Picklist_clear_confirmation.jpg|none|frame|'''Picklist Clearing Confirmation Screen''']]
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# Click the '''Yes Button''' to clear the Picklist. Click the '''No Button''' to return to the '''Picklist Screen'''.
  
  
== Remove specimen from the system ==
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== Deleting Specimens from the System ==
  
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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In addition to the procedure for [[Deleting_individual_specimens_from_an_existing_rack|deleting specimens from an existing rack]], specimens can be deleted from the system using a picklist.
  
# 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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# Select the check boxes corresponding to the specimens being deleted from the system.
# 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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# Click the '''Delete from System Button'''.
# 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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# The '''Picklist Deletion Confirmation Screen''' will be displayed showing the Specimen ID, Rack ID, Position in Rack, and Container Name for each specimen being deleted.[[image:picklist_delete_confirm.jpg|none|frame|'''Picklist Deletion Confirmation Screen''']]<br clear="all" />
# Review the specimens selected for deletion from the system:
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# Ensure that the correct specimens have been selected for deletion from the system. If any of the displayed specimens should not be deleted, click the '''No Button''' to return to the '''Picklist Screen'''.
#* Click the '''Yes''' button to remove the selected specimen(s) from the picklist if the correct specimens have been selected.
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# Select the '''Add Note Check Box''' to display the '''Add Note Text Box''' in which a note about the selected specimens can be entered.
#* Click the '''No''' button if an incorrect specimen has been selected.
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# Click the '''Yes Button''' to delete the selected specimen(s) from the system and return to the Picklist Screen.
#* Clicking either button will return to the Main Picklist screen.
 
  
  
== Transfer to a new rack ==
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== Transferring Specimens 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.
 
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.
  
# 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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# Select the check boxes corresponding to the specimens being transferred to a new rack.
# 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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# Click the '''Transfer to New Rack Button'''.
# 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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# The '''Picklist Transfer Rack Selection Screen''' will be displayed.[[image:picklist_transfer_main.jpg|none|frame|'''Picklist Transfer Rack Selection Screen''']]<br clear="all" />
# Click the Add Note check box to attach a note to this event.
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# Select a destination container from the '''Container Menu''' to designate where the rack will be stored. If administrators have specified a default container, it will be pre-selected.
# Click '''Add Rack''' to bring up the transfer confirmation screen.
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# Select the type of rack from the '''Rack Type Menu'''. If administrators have specified a default rack type, it will be pre-selected.
[[image:picklist_transfer_confirm.jpg|none|frame|'''Picklist transfer specimens to new rack confirmation screen''']]<br clear="all" />
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# Enter or scan a Rack ID into the '''Rack ID Text Box'''. If the provided Rack ID is already in use, an error message will be displayed and a new, unique Rack ID will be requested when the '''Add Rack Button''' is clicked.
#* The transfer confirmation screen has several sections:
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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 added.
##* ''New Rack Information'' displays the Container, Rack Type, Rack ID, and any Notes for the new rack.
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# Click the '''Add Rack Button'''.
##* ''Specimen(s) to transfer'' displays the Specimen ID, Source Rack and Position in Rack, Destination position in the new rack.
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# The '''Picklist Specimen Transfer Confirmation Screen''' will be displayed showing:
##* ''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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#* '''New Rack Information Box''': Displays the Container, Rack Type, Rack ID, and any Notes for the new rack.
# Click the '''Transfer Specimen''' button to finalize the transfer or click the '''Cancel Transfer''' button to cancel it.
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#* '''Specimen(s) to transfer''': Displays the Specimen ID, Source Rack ID, Source Position in Rack, and Destination Position in Rack for each specimen.
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#* '''Clear specimen(s) from picklist after transfer Check Box''': Clears all of the specimens involved in the transfer from the picklist when the transfer is complete. Leave this check box unselected if the specimens should remain in the picklist to have another function performed on them.[[image:picklist_transfer_confirm.jpg|none|frame|'''Picklist Specimen Transfer Confirmation Screen''']]<br clear="all" />
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# Ensure that the correct specimens have been selected for transfer, and that the information in the '''New Rack Information Box''' is accurate. If any of the displayed specimens should not be transferred or if any of the information in the '''New Rack Information Box''' is inaccurate, click the '''Cancel Transfer Button''' to return to the '''Picklist Screen'''.
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# Click the '''Transfer Specimen Button''' to transfer the specimen(s) to the destination displayed in the '''New Rack Information Box''' and to return to the '''Picklist Screen'''.
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Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Latest revision as of 16:26, 13 January 2014

Each user account in tube.tracker has its own picklist which can be utilized to streamline the workflow of certain procedures including transferring specimens to a new rack and deleting specimens from the system. The Picklist Screen serves multiple purposes by both displaying information about the specimens on the current picklist and providing a jumping-off point for many other operations.


Clearing the Picklist

When working with picklists, it is important to ensure that the Picklist is empty before adding specimens to it. Specimens from the previous picklist will remain until either an action is performed on them or they are cleared from the picklist. Failing to clear the picklist of these legacy specimens may result in actions being performed on unintended specimens.

  1. Click Picklist in the Navigation Menu.
    Navigation Menu
    Picklist

  2. The Picklist Screen will be displayed.
    1. If the Picklist is empty:
      • The Picklist Screen will display a message stating "You currently have no specimens in your picklist".
        Picklist Screen
        Empty Picklist
      • Proceed to Adding Specimens to the Picklist.

    2. If the Picklist is not empty:

Adding Specimens to the Picklist

  1. Click Search in the Navigation Menu.
    Navigation Menu
    Search
  2. The Specimen & Rack Search Screen will be displayed.
    Specimen & Rack Search Screen

  3. Locate a desired specimen using the Specimen Search. Refer to Searching for a specimen for more information.
    Specimen & Rack Search Screen
    Search Results

  4. Click the Add Button in the Picklist column corresponding to the desired specimen.
  5. Repeat steps 3-4 until all desired specimens have been added to the Picklist.


Viewing the Picklist

  1. Click Picklist in the Navigation Menu.
    Navigation Menu
    Picklist

  2. The Picklist Screen will be displayed.
    Picklist Screen
  3. Sort the Picklist alphabetically by either Specimen ID or Container by clicking on the corresponding column header. To sort in reverse alphabetical order, click the corresponding column header a second time.


Printing the Picklist

  1. Click on the Print Picklist Button.
  2. A new browser window or tab displaying a printer-friendly version of the picklist will be displayed.
    Picklist Print Screen

  3. Click File and then click Print in the browser's menu or press Ctrl+P on the keyboard to display the browser's print dialog.

After the picklist has been printed, it is safe to close this browser window or tab.

Removing Specimens from the Picklist

  1. Select the check boxes corresponding to the specimens being removed from the picklist.
  2. Click the Remove from Picklist Button button.
  3. The Removal from Picklist Confirmation Screen will be displayed showing the Specimen ID, Rack ID, and Position in Rack for each specimen being removed.
    Removal from Picklist Confirmation Screen

  4. Ensure that the correct specimens have been selected for removal from the picklist. If any of the displayed specimens should not be removed, click the No Button to return to the Picklist Screen.
  5. Click the Yes Button to remove the selected specimen(s) from the picklist and return to the Picklist Screen.

Clearing the Picklist

  1. Click the Clear Picklist Button.
  2. The Picklist Clearing Confirmation Screen will be displayed.
    Picklist Clearing Confirmation Screen
  3. Click the Yes Button to clear the Picklist. Click the No Button to return to the Picklist Screen.


Deleting Specimens from the System

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

  1. Select the check boxes corresponding to the specimens being deleted from the system.
  2. Click the Delete from System Button.
  3. The Picklist Deletion Confirmation Screen will be displayed showing the Specimen ID, Rack ID, Position in Rack, and Container Name for each specimen being deleted.
    Picklist Deletion Confirmation Screen

  4. Ensure that the correct specimens have been selected for deletion from the system. If any of the displayed specimens should not be deleted, click the No Button to return to the Picklist Screen.
  5. Select the Add Note Check Box to display the Add Note Text Box in which a note about the selected specimens can be entered.
  6. Click the Yes Button to delete the selected specimen(s) from the system and return to the Picklist Screen.


Transferring Specimens 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. Select the check boxes corresponding to the specimens being transferred to a new rack.
  2. Click the Transfer to New Rack Button.
  3. The Picklist Transfer Rack Selection Screen will be displayed.
    Picklist Transfer Rack Selection Screen

  4. Select a destination container from the Container Menu to designate where the rack will be stored. If administrators have specified a default container, it will be pre-selected.
  5. Select the type of rack from the Rack Type Menu. If administrators have specified a default rack type, it will be pre-selected.
  6. Enter or scan a Rack ID into the Rack ID Text Box. If the provided Rack ID is already in use, an error message will be displayed and a new, unique Rack ID will be requested when the Add Rack Button is clicked.
  7. Select the Add Note Check Box to display the Add Note Text Box in which a note about this transfer can be added.
  8. Click the Add Rack Button.
  9. The Picklist Specimen Transfer Confirmation Screen will be displayed showing:
    • New Rack Information Box: Displays the Container, Rack Type, Rack ID, and any Notes for the new rack.
    • Specimen(s) to transfer: Displays the Specimen ID, Source Rack ID, Source Position in Rack, and Destination Position in Rack for each specimen.
    • Clear specimen(s) from picklist after transfer Check Box: Clears all of the specimens involved in the transfer from the picklist when the transfer is complete. Leave this check box unselected if the specimens should remain in the picklist to have another function performed on them.
      Picklist Specimen Transfer Confirmation Screen

  10. Ensure that the correct specimens have been selected for transfer, and that the information in the New Rack Information Box is accurate. If any of the displayed specimens should not be transferred or if any of the information in the New Rack Information Box is inaccurate, click the Cancel Transfer Button to return to the Picklist Screen.
  11. Click the Transfer Specimen Button to transfer the specimen(s) to the destination displayed in the New Rack Information Box and to return to the Picklist Screen.


Back to the Online Documentation