The Reserving Locations wizard is used to find containers in which to store new vials and reserve those containers for the batch. When a container is selected for a batch, the entire container will be reserved until the batch is committed, deleted or the containers are unreserved by using the Remove Location Reservations tool.
Locations must already exist in the Location Management module before they can be reserved by this wizard. In the Location Selection Panel users can reserve locations using the Location Tree and the Advanced Search option.
Advanced Search - Select the Advanced Search button to the right of the Location Tree view. The Advanced Search works like the Quick Search. Different Location fields can be added and filtered on here. If any default fields have been saved in Location Search they will be present here as well.
- To add more specification fields, select the Add/Remove Field button. The Select Fields dialog will open. The left side of the dialog shows available field choices. After selecting the field, press the > button to move it to the right side of the dialog. Select the OK button to confirm the added field and return to the Location Specifics panel. A text box for the field will become available. Fill in the added text boxes.
Once the search has been specified, the user can press Next to select the locations to reserve are selected from a results panel, and then location assignment options are set. Users can save a list of locations while assigning locations to specimens. In the same batch, users can then select Reserve Locations from a Saved List from the Tools menu of the Editor to use the previously saved locations to reserve additional locations.
Example: Let’s say that Dr. Boras has recently obtained 40 new blood specimens and needs to document where he will store them in BSI. After entering the specimens in a Data Entry Add batch, Dr. Boras highlights all rows in the batch and uses the Reserve Locations tool to choose where he will store them. Selecting the particular, pre-existing box in BSI where they will be placed, he specifies that specimens will be assigned locations vertically across the box and in a serpentine pattern. He does this because his assistant has already placed them this way in the physical box.