Sample Storage

This page is a record of sample storage locations and containers, and the samples within them. A storage location could be a fridge or a shelf (these are all containers) or the space within a container where a sample is assigned.

Use this page to create, rename and delete storage containers. This is also where samples are assigned to, or moved between, containers.

Container Creation

Before creating a container, sample storage policies and container templates need to be set up first in Admin > Preferences.

To create a container:

• Click on Sample Management.
• Select Sample Storage.
• Add a new item by clicking the + or clicking Actions and selecting New Storage Container.

This pop-up window will appear.

• Fill in the following fields:

  • Name - The name for the container. Leave as ‘Auto Generated’ for the name to be assigned via the Container # nomenclature
  • Create Container In (Child Containers Only) - Select a container to create the existing container in. Leave blank for a top level container.
  • Create In Location - Once the create in container is selected, the options of where to create in location are available. The options listed here will only show ones which are available.
  • Container Template - The container template which the user wishes to apply to the container.

• Once the form has been completed, click the Create button. This will save the container and open the container details. Below is an example of a fridge with 4 shelves.

In this example each shelf is a location - the number of locations is set in the container template preference.

These locations can either contain samples or other containers (child containers), so a fridge shelf may contain a rack, or a box, container. A child container could have many more locations within it that can each hold a sample.

Below is an example of a fridge container with a box container located in position 1 of the fridge.

• Click View on each of the location rows, to see the details of the child container or sample and it’s previous locations in a pop-up window.

Using the Container Location pop-up

Assign a Sample

• In the Container Location pop-up click the Assign Sample button.
  
• In the Assign Sample pop-up click the Assign button next to the required sample. It will add the sample to the current container.
  

Assign a Container

• In the Container Location pop-up click the Assign Container button.
  
• In the Assign Container pop-up click the Assign button next to the required container. It will add the child container to the current container.
  

Moving a Sample

• In the Container Location pop-up for the sample, click the Move/Remove button.
  
• In the new pop-up that appears complete the information:
  • Container - The new container to move it to. To remove from storage, leave this blank.
  • Position - The position within the container
  • Comments - Any comments about the movement
• Click the Change button to save changes.
  

The sample is now moved to a different location.

Moving a Container

To move a child container to another location:

• In the Container Location pop-up for the child container, click the Move/Remove button.
  
• In the pop-up that appears complete the information:
  • Move into Container - The parent container to move the current container to
  • Move to Location - The location in the parent container to use. In a fridge, this might be a shelf number.
    
• Click the Change button.

The container and all it’s contents are now moved. This has also updated all the samples to reflect the movement.

Deleting a Container

It is possible to delete a container provided that it does not have any samples or other containers stored within it. If the container does, it is a manual task to remove the containers contents.
To delete a container:

• Navigate to Sample Management > Sample Storage
• Tick the box next to the container that needs to be removed.
• Click the - button at the bottom of the table. This will cause a confirmation box to appear.
  
• Selecting Yes will delete the container. Selecting No will keep the container.
• If the container has no samples, and no other containers within it, the user is presented with a completed message and the container is deleted.
  

Renaming a Container

It is possible to rename a container. To do this:

• Navigate to Sample Management > Sample Storage
• Find the container the user wishes to rename.
  
• Click the View button next to the container.
  
• Click the Actions button in the top right corner of the container screen.
  
• Select Rename Container.
  
• In the pop-up window, change the name of the container
• Click the Rename button. The container is now renamed.

Destroy All Samples (In Container)

• Navigate to Sample Management > Sample Storage.
  
• Find the container containing the samples that need to be destroyed.
  
• Click the View button next to the container.
  
• Click the Actions button in the top right corner of the container screen.
• Click Destroy All Samples in Container.
  
• A confirmation box will appear.
• Clicking Yes will reveal the reason pop-up window
• Click Destroy. This will mark ALL samples in that container as destroyed.

Destroy All Samples/Containers (1 Level Deep) (In Container)

It is possible to mark a container and all the child containers in it as destroyed. This will also mark the samples within those child containers as destroyed as well.

• Find the container containing the samples that need to be destroyed.
  
• Click the View button next to the container.
  
• Click the Actions button in the top right corner of the container screen.
  
• Click Destroy All Samples in Container.
  
• A confirmation box will appear.
• Clicking Yes will reveal the reason pop-up window
• Click Destroy. This will mark ALL samples and containers and any samples in those containers as destroyed.

Adding a Sample to a Container in Sample Details

It is also possible to add samples to containers or move to another container, in the Sample Details pop-up instead of via the Sample Storage screen.
This can be accessed via:

• Laboratory > Lab Referral > View Sample
  
• Laboratory > Setup > View Sample
  
• Laboratory > Cultures > View Sample
  

Open the Sample Details.

Press Manually Assign Location to make this pop-up appear.

Select Container and Position and then press Change.
The Storage Location in the Sample Details view has updated.