Description
Use the Storage Protocols page to view, add, or edit a set of rules, or protocol, for storing samples. Each protocol contains storage requirements and defines how the storage method is linked to the custom fields, if applicable. You will likely wish to create a protocol for each customer or study so that the system will attempt to store all of the samples for the particular customer or study together.
Note
This page is only available if your facility uses the Freezer Storage module. Contact your Orchard Software Sales Representative if you are interested in using this module.
Access
AdminCenter > Other Setup > Storage Protocols
You must have the necessary security permissions to access the Storage Protocols page.
Technical Manual
Viewing the Storage Protocols List
The Storage Protocols list page contains a list of up to 10 storage protocols. If the list is longer than one page, use the page links located below the list of storage protocols to navigate through the list.
| Show active only | Select the checkbox to view only active storage protocols. Set the active/inactive status in the Storage Protocol Details section of the Storage Protocols details page. See "Adding and Editing Storage Protocol Details" below. |
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| Add | Select to add a new storage protocol. The Storage Protocol details page will appear, opening a blank record to create a new storage protocol. See "Adding and Editing Storage Protocol Details" below. |
| Name | Select the name of the protocol to view or edit protocol information in the Storage Protocol details page. See "Adding and Editing Storage Protocol Details" below. |
Adding and Editing Storage Protocol Details
Select Add or select the name of a protocol to open the Storage Protocol details page, where you may define the protocol.
| Protocol Name | Enter the full name of the storage protocol in the field. This field is required. To edit the storage protocol name, highlight or delete text already displayed in the field, then modify as desired. |
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| Freezer Type | Select an option from the drop-down list. |
| Time to Disposal | Enter a number and select a unit of time to define when the sample must be disposed in the field. This field is required. The system enters two years by default. |
| Track thaw cycle count | Select the option to have the system record the number of times the sample is thawed and refrozen. If you are tracking the thaw cycle count, enter values for the Thaw count start and Thaw count limit. |
| Active | Select the checkbox to enable users to select the storage protocol while storing samples. Clear this checkbox to restrict users from selecting the storage protocol. If the storage protocol is inactive, the system clears it from the Storage Protocols list page when you select the Show active only checkbox. See "Viewing the Storage Protocols List" above. |
| Save | Select to record changes and return to the Storage Protocols list page. |
| < Back to List | Select to return to the Storage Protocols list page without saving any changes. |
Adding or Editing Custom Field Relationships
The Custom Field Relationships section displays how the storage protocol is linked to the custom ordering fields, if applicable. Making this association is optional. To edit a relationship, select a different option, or highlight or delete text already displayed in the field, then modify as desired.
| Client or Sponsor | Enter a name in the field and select an option from the Should match custom ordering field # drop-down list to link the client or sponsor to that custom ordering field defined on the System Defaults page. See the System Defaults topic. If the system is interfaced to Orchard Harvest or another LIS, the LIS may automatically send this value to the system (if available); otherwise, users may enter or modify this field on the Order Patient Samples page. See the Order Patient Samples topic. |
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| Account, Protocol, or Study | Enter a name or number in the field and select an option from the Should match custom ordering field # drop-down list to link the account, protocol, or study to that custom ordering field defined on the System Defaults page. See the System Defaults topic. |
| Save | Select to record changes and return to the Storage Protocols list page. |
| < Back to List | Select to return to the Storage Protocols list page without saving any changes. |
