TaskCenter 12.1

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Description

The AP Processing List page is an electronic list of AP tube/container records that have been added to the AP case. The page is a work queue used to help staff manage their workflow. Use the list to decide which blocks and slides to work on without opening a case. You can view and track requests submitted and their status as well as search by case to identify blocks and slides that are case specific. Reference the list to determine pending work, turnaround time, and report status and to troubleshoot issues. 

Scan a bar code while on the AP Processing List page to page to the item in the AP Processing List. Scanning a bar code will also open the AP Print Labels pop-up; the system automatically selects the scanned item's children to print labels for. You can modify what the system does when you scan a bar code by navigating to the Saved Criteria > Edit or Add button and selecting from the options in the Default Bar Code Action drop-down list; see below.

Access

TaskCenter > Manage Samples > AP Processing List

Note

The AP Processing List page is available only with the Orchard Enterprise Pathology license and requires the View/Edit AP Processing List role right.


Technical Manual

AP Processing List Filter

Use the AP Processing List Filter section to search by case or sample ID. The fields that appear in this section depend on the Saved Criteria selected. Select the show filter link to display the filter. Select hide filter to not display the filter.

Sample ID

Use the field to search for a sample ID in the list. In the field, begin typing a sample ID and the system will filter the list to display items that match your search.

If the Sample ID field has focus, you can also scan an item's bar code and the system will place that item's sample ID in the field. 

Saved Criteria

Select in or begin typing in the field to search for and select a saved criteria. You can also save and create filters for commonly used search criteria.

Edit: Select to edit the selected saved criteria via the Edit Saved Criteria pop-up.

Add: Select to open the New Saved Criteria pop-up, where you can save commonly used search criteria to use again.


Edit/New Saved Criteria Pop-up

  • Name: Enter the name of the saved criteria.
  • Active: Select the checkbox to make the saved criteria active in the system.
  • Description: Enter a short description for the saved criteria.
  • Default Bar Code Action: Select from the drop-down list what the system will do when you scan a sample ID bar code on the AP Processing List page.
    • Open Sample Inquiry: Will open the Sample Inquiry pop-up for the scanned item.
    • Select: Will select one scanned item at a time.
    • Multiselect: Will select multiple scanned items.
    • Block - Cut: Will mark the block as cut by the current user.
    • Block - Embedded: Will mark the block as embedded.
    • Block - Processor: Will mark the block as in processing.
    • Block - Stored: Will mark the block as in storage.
    • Slide - Sent to Pathologist: Will mark the slide as sent to the pathologist by the current user.
    • Slide - Cut: Will mark the slide as cut by the current user.
    • Slide - Delivered: Will mark the slide as delivered to the pathologist.
    • Slide - Stored: Will mark the slide as in storage.
  • AP: Open Print Labels for children of scanned item: Select the checkbox to open the Print Labels pop-up for the children of the item you scanned. 
  • Column View: Select or begin typing in the search-as-you-type field to find and select a column view to use on the AP Processing List page.
  • Custom Filter: Select or begin typing in the search-as-you-type field to find and select a custom filter to use on the AP Processing List page. 
  • Automatically refresh every ___ seconds: Enter the amount of time in seconds the AP Processing List page should automatically refresh.
  • Access Level: For new saved criteria, the Access Level section allows you to choose who has access to the saved criteria. Select the level, then select or type into the User search-as-you-type field to find and select specific users who can access the saved criteria. They are added to the list; clear the Select checkbox to remove the user from the list.
  • Save: Select to save your changes and return to the AP Processing List page.
  • Cancel: Select to return to the AP Processing List page without saving changes.

Note

You can set up default saved criteria on System Defaults > Miscellaneous Settings. See System Defaults.


AP Processing List

The AP Processing List section displays all the blocks and slides and pending work items. Reference this list to determine work to be done, turnaround time, troubleshoot issues, and report status of work. The list shows block and slide records and their Sample ID, Tube/Container Type, Case ID, Slide ID, Created Date/Time, Case Assigned To, Notes, Requested By, Grossed By, Processor, Embedded By, Cut By, Stained By, and Sent to Pathologist By information. You can sort the list by selecting the column headers (if the column header has up and down arrows next to its name).

The system updates the AP Processing List whenever a new case or order choice is created to include a block and/or slide. The new records display at the top of the list, with the status New/Requested.

Print AP Processing List

Select this button to print the list. The system generates a PDF of the current list with its current filter and sorting for printing. 

Block Events

Select the button to open a menu of events to apply to the block. Select one of the events in the menu to apply the event to all selected blocks. The system will tell you how many blocks were successfully updated, as well as how many could not be updated. The options include:

  • Cut
  • New/Requested
  • In Grossing
  • In Processing
  • Embedding
  • At Microtomy
  • In Storage
  • Pulled from Storage
  • Sent to Outside Facility
  • Returned from Outside Facility
  • Reorientation Requested


Events are logged in the Sample Inquiry pop-up's History section.

Slide Events

Select the button to open a menu of events to apply to the slide. Select one of the events in the menu to apply the event to all selected slides. The system will tell you how many slides were successfully updated, as well as how many could not be updated. The options include:

  • Cut
  • Sent to Pathologist
  • New/Requested
  • In Progress
  • Created
  • In Staining
  • Staining Complete 
  • Pending Delivery
  • Delivered to Pathologist
  • In Storage
  • Pulled from Storage
  • Sent to Outside Facility
  • Returned from Outside Facility
  • Re-staining Requested


Events are logged in the Sample Inquiry pop-up's History section.

Bulk Actions

Select this button to perform an action on multiple selected items at once. The options include:

  • Assign AP Cases: Select this option to open the Assign AP Cases pop-up, which allows you to assign the selected AP cases to a specified user. The pop-up includes the following options:
    • 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 cases to. The system will display a list of users with roles that allow access to all of the selected cases and their testing facilities.
    • Assign to Selected: Select this button to assign the cases to the user selected in the Assign Case(s) to field.
    • Assign to me: Select this button to quickly assign the cases to the current signed-in user. This option is available only if the current signed-in user is allowed access to all of the selected cases and their testing facilities.
    • Unassign: Select this button to remove a user from the selected cases.
  • Print Labels: Select this option to open the Print Labels pop-up. Selected collection containers, blocks, and slides will be displayed in the Containers, Blocks, and Slides tables selected and ready to be printed. The default label printers will be selected automatically unless no default label printers exist.
Automatically refresh every __ seconds

Select this checkbox to have the AP Processing List refresh automatically. Enter a specific number of seconds into the field. The default value is 60.

When refreshed, the system displays new blocks, slides, or other items at the top of the list. 

Select 

Select the checkbox in the Select column to perform actions on the item you select. You can select multiple items in the list.

Sample ID

Select the sample ID link to open a contextual menu.

Sample Inquiry: Select to open the Sample Inquiry pop-up, where you can see detailed information about the sample. 

AP Worksheet: Select to see a submenu of every case that uses the sample. Select a case to open the AP Worksheet for the case.