Page 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 Copia will attempt to store all of the samples for the particular customer or study together.

Note that 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.

For more help, click one of the following links:

• Accessing this Page<
• Viewing the Storage Protocol List
• Adding or Editing Storage Protocol Details
• Adding or Editing Custom Field Relationships

Accessing this Page

• Click the Administration menu button, click the Other Setup button, and then click the Storage Protocols submenu link. You must have the necessary security permissions to access the Administration menu button.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Other Setup menu. To return to the main menu for Copia, click the Lab Tasks menu button.

[Return to Top]

1. The Storage Protocols list page contains a list of up to ten 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.
2. To view active storage protocols only, select the Show active only checkbox at the top of the Storage Protocols list page. You set the active/inactive status in the Storage Protocol Details section of the Storage Protocols details page. See "Adding or Editing Storage Protocol Details" below.
3. If you cannot find the desired storage protocol, click the Add button to add a storage protocol. See "Adding or Editing Storage Protocol Details" below.
4. Click the name of the protocol on the Storage Protocols list page to view or edit protocol information in the Storage Protocols details page. See "Adding or Editing Storage Protocol Details" below.

[Return to Top]

Adding or Editing Storage Protocol Details

1. Click the Add button or click the name of a protocol on the Storage Protocols list page to open the Storage Protocols details page, where you may define the protocol. See "Viewing the Storage Protocol List" above.
2. Enter the full name of the storage protocol in the Protocol Name field. This field is required.
3. To edit the storage protocol name, highlight or delete text already displayed in the field, then modify as desired.
4. Select an option from the Freezer Type drop-down list.
5. Enter a number and select a unit of time to define when the sample must be disposed in the Time to Disposal field. This field is required. Copia enters 2 years by default.
6. Select the Track thaw cycle count option to have Copia 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.
7. Select the Active 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, Copia clears it from the Storage Protocols list page when you select the Show active only checkbox. See "Viewing the Storage Protocol List" above.
8. If your modifications are complete, click Save to record all changes. Otherwise, complete the remaining sections, and then click Save.

[Return to Top]

Adding or Editing Custom Field Relationships

1. The Custom Field Relationships section of the Storage Protocols details page displays the how the storage protocol is linked to the custom ordering fields, if applicable. Making this association is optional.
2. Enter a name in the Client or Sponsor 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 administration page. See the Admin: System Defaults topic.

   If Copia is interfaced to Orchard Harvest LIS or another LIS, the LIS may automatically send this value to Copia (if available); otherwise, users may enter or modify this field on the Order Patient Samples page in Copia. See the Order Patient Samples topic.

3. Enter a name or number in the Account, Protocol, or Study 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 administration page. See the Admin: System Defaults topic.

   If Copia is interfaced to Orchard Harvest LIS or another LIS, the LIS may automatically send this value to Copia (if available); otherwise, users may enter or modify this field on the Order Patient Samples page in Copia. See the Order Patient Samples topic.

4. To edit a relationship, select a different option, or highlight or delete text already displayed in the field, then modify as desired.
5. Click < Back to List to return to the Storage Protocols list page without saving any changes.
6. Click Save to record changes and return to the Storage Protocols list page.

[Return to Top]

 © 2018 Orchard Software Corporation