Description

The Sample Transfer page provides the ability to place the metacontainer or samples in other metacontainers. This functionality is what allows a storage hierarchy to be built and storage and tracking to be done on samples.

The transfer worklist contains all available samples and metacontainers marked as transferable. This list can be reduced using the filter or by building the list through manually selecting/scanning manifest, metacontainers, or sample IDs. It can also be entered from other pages where one or more samples or metacontainers can be selected and used to prepopulate the transfer worklist. 

The destination will initially be blank when the page is first opened. After a destination is selected, the Transfer buttons on the worklist will appear on all containers that are eligible to be placed in the destination based on its Metacontainer Type definition (acceptable container types) and what other samples already exist in it (storage temperature and testing host). A special destination of Uncontained can be selected that will remove the transferred containers out of the storage hierarchy so they exist on their own. All samples and metacontainers will initially be uncontained until they are first transferred into another metacontainer.

Access

TaskCenter > Manage Samples > Sample Transfer



Technical Manual

Transfer Worklist Filter

This is the filter that limits what containers appear in the table. This filter is used to find specific metacontainers or samples based on the defined filter criteria or can also be used to build a worklist. If no filter criteria is defined, all non-disposed of metacontainers or samples are displayed in the table.

If you can't see the Transfer Worklist or its filter, select the Show Transfer Worklist vertical bar to expand it. You can select the Hide Transfer Worklist vertical bar to collapse it again; keeping it collapsed when not in use allows the page to be more efficient.

Search for metacontainersSelect this option to display fields in order to search for specific metacontainers.
Identifier Enter text in this field to specify the identifier. For example, manifest, order, sample, or metacontainer ID.
Metacontainer TypeEnter text or select inside this search-as-you-type field to search for specific types of metacontainers.
Tube/Container TypeEnter text or select inside this search-as-you-type field to search for specific types of tubes/containers.


Manually select metacontainersSelect this option to manually view metacontainers.
Identifier Enter text in this field to specify the identifier. For example, manifest, order, sample, or metacontainer ID.
Add 

Select this button to add the ID.

Note

The Identifier field must be filled. 

Clear WorklistSelect this button to clear the worklist.


Show ParentsSelect this checkbox to show all metacontainers that are above them in the storage hierarchy in addition to the metacontainers or samples that are returned by the filter criteria. 
Show ChildrenSelect this checkbox to show all metacontainers or samples that are below them in the storage hierarchy in addition to the metacontainers or samples returned by the filter criteria. 
Show Uncollected SamplesSelect this checkbox to show all uncollected samples in addition to the metacontainers or samples returned by the filter criteria. 


Transfer Worklist

The Transfer Worklist can be populated based on results from the defined filter criteria, from building the worklist manually, or come pre-populated from a previous page. As containers are transferred into their destination metacontainers from the worklist, they are removed from the worklist until the transfer process is saved.

If you can't see the Transfer Worklist, select the Show Transfer Worklist vertical bar to expand it. You can select the Hide Transfer Worklist vertical bar to collapse it again; keeping it collapsed when not in use allows the page to be more efficient.

Note

If a sample has multiple trackable instances associated with it and its sample ID is scanned to build the worklist, all trackable instances of that sample appears in the worklist. The user then has to decide what trackable instance they wish to transfer.

If a sample has multiple trackable instances associated with it and its sample ID is scanned to place it in the destination metacontainer, a pop-up appears for the user to select what trackable instance they wish to transfer. An audible signal alerts the user that they need to resolve the conflict before proceeding to the next sample.

To be eligible to appear in the Transfer Worklist, the container must be transferable and not disposed of. All samples are transferable; however, metacontainers can be marked as non-transferable. Metacontainers that are ultimately intended to be non-transferable will need to initially be marked as transferable so they can be placed into the storage hierarchy. Once they are transferred into their correct position, they can be marked as non-transferable and will no longer be eligible to appear in the Transfer Worklist. This is intended to prevent them from being accidentally transferred into a different storage hierarchy.

Transfer All

Select this button to transfer all metacontainers at once.

This button automates selecting the Transfer button for individual rows displayed on the Transfer Worklist datatable. If a user attempts to transfer more containers than will fit in the destination, containers will be added in display order until the destination is full before prompting the user with the message "The destination metacontainer was filled before all selected metacontainers could be added."

When the Transfer Worklist filter is set to Search for metacontainers, a user must specify an identifier, select a metacontainer type, or select a tube/container type before they will be able to use the Transfer All button.

When the Transfer Worklist filter is set to Manually select metacontainers, a user must manually use the Add button on at least one identifier before using the Transfer All button.

Transfer

Select this button to place the container from the worklist into the current position in the destination metacontainer.

Only containers that are eligible to be placed in the destination have the button enabled. This eligibility is based on the destination's Metacontainer Type definition (acceptable container types) and what other samples already exist in the destination (storage temperature and testing host). The current position in the destination metacontainer should automatically advance to the next available position in the destination metacontainer after selecting the button.

Once a container has been transferred into a destination metacontainer (before Save is selected), an option will exist to revert the transfer. This removes the container from the destination, places it back on the worklist, and restores it into its previous position in the storage hierarchy. If its previous position in the storage hierarchy has already been filled, a warning appears alerting the user that both transfers will be reverted. If Uncontained is selected as the destination, it is not necessary to show all containers that are uncontained. This only shows containers that have been transferred into it, but are yet to be saved.

Container IDDisplays the container ID.
Container TypeDisplays the container type.
DescriptionDisplays a description of the container.
Container Parents

Displays parent information about the container, including column and row position.

Use the column information to show an indented view of all parents of the sample. This displays where the sample is currently stored. If there are multiple trackable instances for a single sample, more than one storage hierarchy might exist (one for each instance).

As is the case for any metacontainer ID that appears anywhere within the system, the ID of each metacontainer in the storage hierarchy brings up the contextual menu for that metacontainer.


Destination Metacontainer

Destination

Use this search-as-you-type field to search for all non-disposed of metacontainers. Once you have made your selections, the Transfer buttons on the eligible containers on the worklist are enabled.

The destination metacontainer can be changed as needed while progressing through the worklist. This allows a worklist to be built, transfer half of the containers into one rack, and then transfer the other half into a different rack.

All transfers will not commit until Save is selected.

MetacontainerSelect this option to search for a specific metacontainer destination in the search-as-you-type field.
Remove from metacontainerSelect this option to remove the destination from the metacontainer.
Create Metacontainers

Select this button to open the Create Metacontainer pop-up to create new metacontainers from the page. 

This is useful for metacontainers that are disposable (e.g., bags, boxes, etc.).

If multiple metacontainers are created at once, the first one is selected as the destination. If only one metacontainer is created, it is automatically selected as the destination.

Container to Transfer

Enter text or elect inside this search-as-you-type field to select an eligible container from the worklist and place it in this position.

This is the same functionality as ing Transfer next to the container on the worklist, but is more bar code scanner friendly. It allows the user to scan a tube, have that container placed in the current position of the destination metacontainer, and automatically advances it to the next available position in the destination metacontainer.

If the container ID that is scanned is not found among the eligible containers from the worklist, an audible alert warns the user. If the sample ID that is scanned has multiple trackable instances, an audible alert warns the user and a pop-up appears for the user to select what trackable instance they wish to transfer.


Destination Metacontainer Table

Use the visual representation of the layout of the destination metacontainer for types with defined positions.

  • Filled positions are colored in green.
  • Empty positions are colored in gray. 

Select a filled position to highlight the position in the contents table. Select an empty position to color the position like a target and highlight the position in the contents table.

The next available position is selected automatically after the destination metacontainer is selected. This can be collapsed by default through the setup of the Metacontainer Type. If the Metacontainer Type is non-positional, this section is not visible.

CountDisplays the count.
Container IDDisplays the container ID.
Container TypeDisplays the container type.
DescriptionDisplays a description of the container.
TemperatureDisplays the storage temperature of the container.
Testing HostDisplays the testing host.
CancelSelect the X to remove the container from the table.


Buttons

Save Select this button to save changes made on the page. 
CancelSelect this button to not make any changes.