There are two ways to request specimens for processing in BSI: BSI Engage and the Requisitions module. BSI Engage provides faster access to certain basic functions of BSI via a web browser. If available for your database, these modules can be accessed via the Start BSI page. Ask your Local Administrator if BSI Engage is enabled on your database. The Requisitions module, available via the client, provides the ability to request specimens then process them.
Requisitions on Engage
Creating a Requisition
- Select the New Requisition (+) button on the left side menu.
Fill in requisition properties, making sure to fill in any required fields which are marked with an asterisk and shown in red.
You can select a Requisition Task Template to associate with the requisition. Select the appropriate template from the Template ID field’s menu. The selected template will default tasks added to the requisition and default the vials those tasks are applied to by default.
By default the checkbox to include specimens which are currently in your cart is marked. Deselect the checkbox if you don’t want to include those specimens.
- If any exist, you may be prompted to select from a list of available Requisition Property Templates. These templates determine the property fields available when submitting a new requisition.
Select the Submit Requisition
The requisition details page for the newly submitted requisition will open.
- Note – As in a requisition submitted via the BSI client, if there are no specimens included, then the requisition must have instructions before it can be submitted.
There may be a link next to the attachment field which will download a file from BSI Engage. This field can be renamed and the file to download can be specified by administrators. If an additional form must be filled out or a template should be used for the upload, that document can be attached here.
Study PIs receive a notification upon requisition submittal and completion of tasks. This notification contains a link to the BSI Engage requisition properties page for that requisition which the PI will be able to view if they have access to BSI Engage and to view requisitions.
From the details page of a particular requisition on BSI Engage, the user has access to 6 tabs which show information specific to the requisition and specimens included in it.
- Properties – On this tab, you can view all available properties for the requisition, including the number of vials in the requisition.
- Tasks – On this tab, you can view the properties of each task that has been added to the requisition.
- Specimens – On this tab, you can view the task statuses of each specimen. There is a task status legend available for reference at the bottom of the page.
- Discrepancies – On this tab, you can view all discrepancies associated with the requisition. Discrepancies can be displayed by the discrepant field or by the BSI ID of the discrepant specimen. Here you can submit a suggested resolution to discrepancies by following the steps below:
- First, mark the checkboxes next to the specimen(s) or discrepant field which your suggested resolution is for.
- Then, enter your suggested resolution and select the Save Suggested Resolutions button.
- Approvals – This tab is only displayed if the user has permission to approve specimens and if there are any approvals needed in the requisition. You can view all specimens included in the requisition which are pending approval. For each specimen, if you have the appropriate study permission you can enter an Approval Comment value and either approve or deny the specimen’s use in this requisition.
- Attachments – On this tab, you can view or download previously uploaded attachments or upload new attachments.
Creating Requisitions in the BSI Client
To create a new requisition:
- Select the New button from the Requisition manager. This will launch the Requisitions Editor in the specification phase.
Specify the requisition properties.
- *Note - Even if an existing requisition is highlighted, clicking the New button ignores the selection and creates an entirely new requisition.
Add specimens to the requisition:
- *Note - if your database uses Requisition Property Templates, you will first need to select the property template you wish to use from the available list. You will be able to display any hidden property fields by selecting Hide/Show Fields and choosing the field.
By default, you will be prompted to decide if you would like to automatically request specimens for inclusion in the requisition. Select Yes to automatically add those specimens or No to proceed with manually requesting those specimens for inclusion in the requisition. Requested specimens will not be reserved until the requisition is submitted.
- Select Add Specimens from the Edit menu or use the Add Specimens button to add prospective specimens to the requisition. This will open the Standard Search dialog which is used to select specimens. See Add Specimens to the Requisition for more detailed information.
- Or select Import from the File menu to import a list of IDs using the text importer. See Import a List of IDs for more detailed information.
Add Tasks to the requisition. Tasks can be added and applied to specimens at any stage of a requisition. Tasks cannot be begun or completed before the requisition has been submitted for processing. Save the requisition or submit the requisition. Once you have submitted the requisition, the repository can begin work on it.
- See Request Specimens for more detailed information on how to manually request specimens for inclusion.