Difference between revisions of "Using the picklist"

From Tubetracker
Jump to: navigation, search
m (Removing specimens from the picklist)
 
(12 intermediate revisions by the same user not shown)
Line 1: Line 1:
Each user account in tube.tracker® has their own picklist and it can be utilized to streamline the workflow of certain procedures.
+
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 ==
 
  
# In order to find the location of our specimen we need to search for it. Follow the steps described in the [[Searching for a specimen]] help section.
+
== Clearing the Picklist ==
# 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|left|frame|'''Specimen search results''']]<br clear="all" />
+
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.  
  
== View the picklist ==
+
# Click '''Picklist''' in the Navigation Menu.[[image:picklist_menu.jpg|none|frame|'''Navigation Menu<br/>Picklist''']]<br clear="all" />
<ol>
+
# The '''Picklist Screen''' will be displayed.
<li>Click <b>Picklist</b> in the left-head menu.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/picklist_menu.jpg" alt="Picklist menu" title="Picklist menu"></li>
+
## If the Picklist is empty:
<li>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.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/picklist_main.jpg" alt="Picklist main screen" title="Picklist main screen"></li>
+
##* 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''']]
</ol>
+
##* Proceed to [[Using_the_picklist#Adding_Specimens_to_the_Picklist|Adding Specimens to the Picklist]].<br/><br/>
---+++ Print the picklist
+
## If the Picklist is not empty:
<ol>
+
##* The '''Pick List Screen''' will display the specimens currently in the Picklist.[[image:picklist_main.jpg|none|frame|'''Picklist Screen<br/>Picklist Containing Specimens''']]
<li>Once you are viewing the Main Picklist screen, click on the <b>Print Picklist</b> button.</li>
+
##* Refer to [[Using_the_picklist#Clearing_the_Picklist|Clearing the Picklist]] to remove the contents.
<li>This will create a new browser window displaying a printer-friendly version of the picklist.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/picklist_print.jpg" alt="Picklist print screen" title="Picklist print screen"></li>
+
##* Proceed to [[Using_the_picklist#Adding_Specimens_to_the_Picklist|Adding Specimens to the Picklist]] after clearing the Picklist.
<li>In your new brower window, click <b>File</b> and then click <b>Print</b>.</li>
 
<li>Select the printer you wish to send the print job to and then click <b>Print</b> or <b>OK</b> depending on wich browser you are using.</li>
 
<li>After you have printed the picklist it is safe to close this browser window.</li>
 
</ol>
 
---+++ Remove specimens from the picklist
 
<ol>
 
<li>On the Main Picklist screen you will see a checkbox in front of each specimen listing.</li>
 
<li>Click the checkbox for the specimen you wish to remove from the picklist. %X% <b>Note</b>: _you may remove more than one specimen at a time from the picklist by checking all appropriate checkboxes._ <br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/picklist_remove_check.jpg" alt="Remove from picklist" title="Remove from picklist"></li>
 
<li>Once you have the specimen(s) checked, click the <b>Remove from Picklist</b> button. This will take you to the confirmation screen.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/picklist_remove_confirm.jpg" alt="Remove from picklist confirmation screen" title="Remove from picklist confirmation screen"></li>
 
<li>Click the <b>Yes</b> 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 <b>No</b> button. If you clicked the <b>Yes</b> button the specimen(s) will be removed from the picklist and you will be taken back to the Main Picklist screen.</li>
 
<li>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 <b>Clear Picklist</b> button.</li>
 
</ol>
 
---+++ Remove specimen from the system
 
  
In addition to the normal procedure for [[DeleteSpecimens][deleting specimen from an existing rack]], you can also delete specimens from the system via the picklist.
+
== Adding Specimens to the Picklist ==
<ol>
+
 
<li>From the main picklist screen, click the checkbox associated with each specimen you wish to remove from the system.</li>
+
# Click '''Search''' in the Navigation Menu.[[image:specimen_search_menu.jpg|none|frame|'''Navigation Menu<br/>Search''']]
<li>Click the <b>Delete from System</b> button. This will bring up the confirmation screen.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/picklist_delete_confirm.jpg" alt="Picklist delete from system confirmation screen" title="Picklist delete from system confirmation screen"></li>
+
# The '''Specimen & Rack Search Screen''' will be displayed.[[image:Specimen_search_start.jpg|none|frame|'''Specimen & Rack Search Screen''']]<br clear="all" />
<li>At this point you can attach a note to this event. To attach a note, click the <b>Add Note</b> checkbox and the note text area will appear. Type the note into this space.</li>
+
# 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" />
<li>After checking the list, click the <b>Yes</b> button to confirm that specimens should be deleted. Click the <b>No</b> button to cancel the operation and return you to the Main Picklist screen.</li>
+
# Click the '''Add Button''' in the Picklist column corresponding to the desired specimen.
</ol>
+
# Repeat steps 3-4 until all desired specimens have been added to the Picklist.
---+++ Transfer to a new rack
+
 
 +
 
 +
== Viewing the Picklist ==
 +
 
 +
# Click '''Picklist''' in the Navigation Menu.[[image:picklist_menu.jpg|none|frame|'''Navigation Menu<br/>Picklist''']]<br clear="all" />
 +
# The '''Picklist Screen''' will be displayed.[[image:picklist_main.jpg|none|frame|'''Picklist Screen''']]
 +
# 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 ==
 +
 
 +
# Click on the '''Print Picklist Button'''.
 +
# 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" />
 +
# 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 ==
 +
 
 +
# Select the check boxes corresponding to the specimens being removed from the picklist.
 +
# Click the '''Remove from Picklist Button''' button.
 +
# 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" />
 +
# 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'''.
 +
# Click the '''Yes Button''' to remove the selected specimen(s) from the picklist and return to the Picklist Screen.
 +
 
 +
== Clearing the Picklist ==
 +
 
 +
# Click the '''Clear Picklist Button'''.
 +
# The '''Picklist Clearing Confirmation Screen''' will be displayed.[[image:Picklist_clear_confirmation.jpg|none|frame|'''Picklist Clearing Confirmation Screen''']]
 +
# 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_individual_specimens_from_an_existing_rack|deleting specimens from an existing rack]], specimens can be deleted from the system using a picklist.
 +
 
 +
# Select the check boxes corresponding to the specimens being deleted from the system.
 +
# Click the '''Delete from System Button'''.
 +
# 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" />
 +
# 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'''.
 +
# 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 '''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.
 +
 
 +
# Select the check boxes corresponding to the specimens being transferred to a new rack.
 +
# Click the '''Transfer to New Rack Button'''.
 +
# The '''Picklist Transfer Rack Selection Screen''' will be displayed.[[image:picklist_transfer_main.jpg|none|frame|'''Picklist Transfer Rack Selection Screen''']]<br clear="all" />
 +
# 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.
 +
# Select the type of rack from the '''Rack Type Menu'''. If administrators have specified a default rack type, it will be pre-selected.
 +
# 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.
 +
# Select the '''Add Note Check Box''' to display the '''Add Note Text Box''' in which a note about this transfer can be added.
 +
# Click the '''Add Rack Button'''.
 +
# 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.[[image:picklist_transfer_confirm.jpg|none|frame|'''Picklist Specimen Transfer Confirmation Screen''']]<br clear="all" />
 +
# 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'''.
 +
# 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'''.
  
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.
 
<ol>
 
<li>From the Main Picklist screen, click the checkbox associated with each specimen you wish to transfer into a new rack.</li>
 
<li>Once the relevant checkboxes are check, click the <b>Transfer to new rack</b> button. This will bring up the Picklist Transfer screen.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/picklist_transfer_main.jpg" alt="Picklist transfer specimens to new rack main screen" title="Picklist transfer specimens to new rack main screen"></li>
 
<li>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 <b>Add Rack</b> button. If you made a mistake and wish to cancel the transfer click the <b>Cancel Transfer</b> button.</li>
 
<li>Clicking <b>Add Rack</b> will bring up the transfer confirmation screen.<br><img style="position: relative; left: 20px; margin-top: 15px; margin-bottom: 15px; border-top: 1px solid #000000; border-left: 1px solid #000000; border-right: 2px solid #000000; border-bottom: 2px solid #000000; clear: both;" src="%ATTACHURLPATH%/picklist_transfer_confirm.jpg" alt="Picklist transfer specimens to new rack confirmation screen" title="Picklist transfer specimens to new rack confirmation screen"></li>
 
<li>The transfer confirmation screen has several sections:
 
<ul>
 
<li><i>New Rack Information</i>: This section displays the values for the container, rack type, and rack ID of the new rack.</li>
 
<li><i>Specimen(s) to transfer</i>: 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.</li>
 
<li><i>Clear specimen(s) from picklist after transfer</i>: 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.</li>
 
</ul>
 
</li>
 
<li>Provided all of the information is correct on the confirmation screen, click the <b>Transfer Specimen</b> button to finalize the transfer. You can also cancel the transfer by clicking the <b>Cancel Transfer</b> button.</li>
 
</ol>
 
  
 
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