AP Case Setup Pop-up

Displays the user assigned to the case. 

Select to open the Assign AP Cases pop-up, where you can assign or reassign the case to a specific user.

• Assign Case(s) to: Select or enter text in the search-as-you-type field to search for and select a user to assign the case to. The list displays only active users with permission to be assigned the case.
• Assign to Selected: Select to assign the case to the user selected in the Assign Case(s) to field above.
• Assign Current User: Select to assign the case to the currently signed in user, if the currently signed in user has the appropriate role right.
• Unassign: Select to remove a user from the case. The Case Assigned To field on the AP Case Setup pop-up will display "Unassigned".

Changes made in this pop-up will not be saved until the AP Case Setup pop-up is saved.

Displays the workflow status. For example, Pending Gross.

Select to open a menu where you can change the workflow status on the case. The options are:

• Set to Next Workflow Status: Set the case to the next stage of the workflow.
• Next Statuses: Choose from a list of statuses that come next in the workflow.
• All Statuses: Choose from a list of all statuses in the workflow.

Displays the collection date/time.

Select the collection date/time value to view and edit the collection date/time for the case and its specimens.

Select the button to add questions/answers in the Clinical Information section.

Selecting the notepad icon near the header displays the standard Clinical Information pop-up and allows the user to make edits to clinical information.

Associated clinical information answers for the questions.

Clinical information with additional free-form text displays as "Answer; Additional free-form text".

Select to insert a template via the Add Template pop-up.

Select in or enter text in the Select Items search-as-you-type field to search for and select template items. Select the blue name link, or select the Select checkbox, to add the template item to the table. Select the magnifying glass icon to manually search for template items.

Select Add Template to add the item to the case template.

Select to add a protocol via the Add Protocol pop-up.

Select in or enter text in the Select Items search-as-you-type field to search for and select protocols. Select the blue name link, or select the Select checkbox, to add the protocol to the table. Select the magnifying glass icon to manually search for protocols.

Select Add Protocol to add the item to the case template. The action is added to the change log.

The system will only add tests that have the current order choice listed in the Valid AP Order Choices for the test in test's settings. 

The system will only add tests to the case if the tests have an instrument at the order choice's testing facility.

Select to add a container group via the Add Container Group pop-up.

Select in or enter text in the Select Items search-as-you-type field to search for and select a container group. Select the blue name link, or select the Select checkbox, to add the container group to the table. Select the magnifying glass icon to manually search for container groups.

Select Add Container Group to add the item to the case template. You can also use the Alt+S hotkey to save the pop-up, or use Alt+C to cancel changes and close the pop-up.

Select to add a block via the Add Block pop-up.

Select in or enter text in the Select Items search-as-you-type field to search for and select blocks. Select the blue name link, or select the Select checkbox, to add the block to the table. Select the magnifying glass icon to manually search for blocks.

Add or edit a value in the Count field to specify the number of blocks for that specific block. The count defaults to one.

Select to open the Add Slides and Stains pop-up. 

To add new slides to the slide table, search for and select a slide from the Select a slide to add search-as-you-type field. Each slide in the slide table includes the following columns:

• X: Select the X button to remove the slide from the table.
• Order:  The number listed in the column indicates the slide's order number in the list. The system will assign IDs in first-to-last order in the list.
• Slide: The name of the slide.
• Stains: Search for and select a stain to add to the corresponding slide. You cannot add more than one stain to the stain table. If you select another stain, the system will replace the existing stain on the table. The text "UNSTAINED" is displayed in this area when the pop-up is first opened or a new slide section is added. Your system may be set up to automatically add a default stain to the slide you're adding. If so, the default stain will already be listed in the stain table.
• Sort: Select and drag the equal-sign button to organize the slides in the desired order.
• Add Slides and Stains: Select the button to add all of the slides, stains, and notes listed in the table to the initially selected case material.

Select to print labels associated with the AP case.

If there is an option selected from the Print labels after setup drop-down list at the time the user selects Setup Case, the Print Labels pop-up displays. This Print Labels pop-up displays a list of Blocks to print followed by a list of Slides to print.

Select an option from the drop-down list to specify what to print labels for after setup. Select either Blocks or Slides from the drop-down list.

If Blocks is selected from the drop-down list on AP Case Setup pop-up, all block labels are selected for printing.

If Slides is selected, all slide labels are selected for printing.

If both Blocks and Slides is selected, all block and slide labels are selected for printing. Each block and slide label can be sent to a specific label printer by selecting a label printer in the Label Printer column.