The Shipments module is used to track incoming shipments. Progress of incoming shipment batches is tracked on the Shipment manager. The Shipment manager includes a batch information table that lists incoming shipments as well as a Filter button that opens the Standard Search dialog to allow users to filter shipment batches displayed in the manager.
Users must have role permission to access this module. Buttons on the manager allow users with the appropriate permissions to perform certain actions. See Shipments Manager.
A new or saved shipment batch may be opened in an editor. New specimen data may be entered or existing data may be edited in this shipment editor. The shipment editor contains a menu bar, a tool bar with buttons for commonly used operations, a specimen data table, and an error table. See Shipment Batches and Shipment Tools for more information.
Each row in the specimen information table represents one specimen. Each column represents a type of specimen information. Each field, the intersection of a row and column, contains specimen specific data. Discrepancies may be added for any data field in this editor. Fields containing unresolved discrepancies are highlighted in red. A field may contain more than one discrepancy. Error and discrepancy descriptions are displayed at the bottom of the editor. See Shipment Discrepancies for more information.
An incoming shipment goes through 4 stages which represent a general workflow for an incoming shipment. These stages are:
In Transit → Received → In Process → Completed
These general stages are captured by the Shipment Status field. Shipments can also be rejected or canceled, if necessary. Shipments must be received as a whole, then the individual specimens inside the shipment must be received. After receipt, existing specimens can be marked as received in a requisition, while new specimens must be transferred to a Data Entry batch and committed. See Receive and Transfer to Data Entry for more information.
Note: All users with permissions to access the Shipments manager via the BSI client will be able to view all metadata properties (such as the Notes and Tracking ID) and all vials for shipments in the database which have an Access Level of “Anyone in Repository”. Users may only edit shipments in their repository with an Access Level of “Anyone in Repository” or which they have created. Local Administrators and Database Managers may edit any Shipment in their repository.
On BSI Engage, users will be able to view metadata for all shipments in their repository. Non-repository users will only be able to view shipments have been created by a user in their Institution on BSI Engage. A role permission is available to grant access to view all shipments, regardless of Institution.