Storage Management

Page Description

The management of metacontainers is done through the Storage Management page accessible via the Metacontainers tab. From the Storage Management page, all metacontainers can be viewed or acted upon, and new metacontainers can be created. The page provides filtering functionality to find specific metacontainers and/or build a worklist. The Storage Management page is tabbed to be able to manage both metacontainers and samples. The page consists of two tabs: the Metacontainers tab and the Samples tab.

Metacontainers Tab

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

Samples Tab

The filter on the Samples tab limits what samples appears in the table. This filter can be used to find specific samples based on the defined filter criteria or can be used to build a worklist. This functionality is intended to be similar to the Release Samples page. If no filter is defined, all non-disposed of samples are displayed in the table.

For more help, click one of the following links:

Metacontainers Tab:

Samples Tab:

Accessing this Page

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Metacontainers Tab

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

Note that metacontainers that have already been disposed of will not be able to have the transfer, dispose, or create manifest actions performed on them.

  1. Filter the table by the following fields:
    • Metacontainer ID: filter the table by the metacontainer ID.
    • Metacontainer Type: filter the table by the metacontainer type.
    • Ancestor Metacontainer ID: filter the table by all metacontainers that are within this field. For example, if REF-123 is entered in the field, all racks that exist inside the refrigerator would be returned in the filter results.
  2. Filter the table by the following conditions:
    • Show Ancestors: filters for metacontainers that are above them in the storage hierarchy, as well as the metacontainers returned by the filter criteria.
    • Show Descendants: filters for metacontainers that are below them in the storage hierarchy, as well as the metacontainers returned by the filter criteria.
    • Show Disposed: filters for metacontainers that satisfy the filter criteria that have already been marked as disposed.
    • Hide Non-disposable: filters for any metacontainers that are not able to be disposed of.
    • Hide Non-transferable: filters for any metacontainers that are not able to be transferred.
  3. Click Create Metacontainers to create new metacontainers from the page.
  4. The Metacontainer Management table contains the following columns:
    • Container ID: displays the container ID hyperlink.
    • Container Description: displays a description of the container.
    • Container Type: displays the type of container.
    • Storage Hierarchy: displays the storage hierarchy for the container.
    • Temp: displays the temperature the container should be stored at.
    • Testing Host: displays the testing host.
  5. Click Bulk Actions to view a drop-down list of actions that can be performed on metacontainers selected from the table. Select a metacontainer by selecting the checkbox on the left side of the table. The following actions include:
    • Transfer: populates the Transfer page's worklist with the selected metacontainers.
    • Dispose: opens the Dispose page with the selected metacontainers as the roots in the tree view. If a selected metacontainer is the descendant of another selected metacontainer, the descendant only appears inside of its ancestor's tree and will not appear twice.
    • Create Manifest: populates the Create Manifest page with all samples contained in the selected metacontainers.
    • Edit: opens the Edit Metacontainers page for bulk editing of selected metacontainers.
    • Print Labels: opens a prompt for selecting the quantity and destination of labels to print for the selected metacontainers.
  6. Click the Container ID link to display a context menu for a specific metacontainer. Anywhere a metacontainer ID appears in Copia, it should appear as a hyperlink, and by clicking the hyperlink on the ID, it should display a context menu with available actions. This behavior is consistent with other IDs, e.g., order patient, etc., within Copia. The following actions include:
    • Inquiry: opens the Metacontainer Inquiry page to be able to view current contents and details of the selected metacontainer.
    • History: opens the Metacontainer History pop-up to be able to view the history of events that have occurred on the selected metacontainer.
    • Transfer: populates the Transfer page's worklist with the selected metacontainer.
    • Dispose: opens the Dispose page with the selected metacontainer as the root in the tree view.
    • Create Manifest: populates the Create Manifest page with all samples contained in the selected metacontainer.
    • Edit: opens the Edit Metacontainers page for editing of the selected metacontainer.
    • Print Labels: opens a prompt for selecting the quantity of labels to print for the selected metacontainer.
  7. Use the Storage Hierarchy column information to show an indented view of all ancestors of the metacontainer. This displays where the metacontainer is currently stored. As is the case for any metacontainer ID that appears anywhere within Copia, the ID of each metacontainer in the storage hierarchy brings up the context menu for that metacontainer.

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Samples Tab

The filter on the Samples tab limits what samples appears in the table. This filter can be used to find specific samples based on the defined filter criteria or can be used to build a worklist. This functionality is intended to be similar to the Release Samples page. If no filter is defined, all non-disposed of samples are displayed in the table.

  1. Filter the table by the following fields:
    • Manifest/Order/Sample/Metacontainer ID: filters for all samples that are contained within the identified object for manifests, orders, or metacontainer IDs that are entered.
    • Status: filters for samples that have been ordered, collected, released, and/or resulted.
    • Testing Host: filters for the testing host.
    • Storage Temperature: filters for the storage temperature for the sample.
    • Collection Location: filters for the collection location for the sample.
    • Ordering Location: filters for the ordering location for the sample.
    • Tube/Container Type: filters for the tube/container type for the sample.
    • Patient: filters for the name of the patient that the sample was taken from.
  2. Filter the table by the following conditions:
    • Show Disposed: filters for samples that satisfy the filter criteria that have already been marked as disposed.
  3. The Sample Management table contains the following columns:
    • Sample ID: displays the sample ID hyperlink.
    • Tube/Container Type: displaysthe tube/container type for the sample.
    • Patient Name: displaysthe patient's name.
    • MRN: displays the patient's Medical Record Number.
    • Collection Date/Time: displays the collection date/time for the sample.
    • Priority: displays the priority status of the sample.
    • Order Choice: displays the order choice for the sample.
    • Storage Hierarchy: displays the storage hierarchy for the sample.
  4. Click Bulk Actions to view a drop-down list of actions that can be performed on the samples selected from the table. Select a sample by selecting the checkbox on the left side of the table. The following actions include:
    • Transfer: populates the Transfer page's worklist with trackable instances of the selected samples.
    • Dispose: opens the Dispose page with the trackable instances for the selected samples as the roots in the tree view.
    • Create Manifest: populates the Create Manifest page with all selected samples.
    • Print Labels: opens a prompt for selecting the quantity of labels to print for the selected samples.
  5. Click the Sample ID column link to display a context menu for a specific sample. Anywhere that a sample ID appears in Copia, it appears as a hyperlink, and by clicking the hyperlink on the ID, it displays a context menu with available actions. This behavior is consistent with other IDs, e.g., order patient, etc., within Copia. The following actions include:
    • Inquiry: opens the Sample Inquiry page to be able to view details of the selected sample and its history log.
    • Transfer: populates the Transfer pages worklist with the trackable instances for the selected samples.
    • Dispose: opens the Dispose page with the trackable instances for the selected sample as the roots in the tree view.

      Order Context menu items:

    • Labels
    • Review Order
    • Samples
    • Change Log
    • Requisition
    • Linked Documents
    • Lab Report
    • Client Services
    • Lab Info Request
    • Deliver
    • Report Delivery Events
    • Deliver History
    • Patient Labels
  6. Use the Storage Hierarchy column information to show an indented view of all ancestors of the sample. This displays where the sample is currently stored. If there are multiple trackable instances for a single sample, then more than one storage hierarchy might exist (one for each instance). As is the case for any metacontainer ID that appears anywhere within Copia, the ID of each metacontainer in the storage hierarchy brings up the context menu for that metacontainer.

Samples that have already been disposed of will not be able to have the transfer, dispose, or create manifest actions performed on them.

Samples will normally only have one trackable instance (e.g., the Primary Sample); however, in some instances, an aliquot might have to be taken from the primary sample. While this aliquot is not recorded on the order in Copia, it might be necessary to track the storage of this additional container. This is done by creating an additional trackable instance of the sample on the Sample Inquiry page. This additional trackable instance is associated with the same sample ID, but can be transferred and disposed of separately from the primary sample.

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