Requisitions are used to track work performed on specimens in the inventory. A requisition can be used to record all tasks done to a specimen or set of specimens. The work tracked by BSI encompasses a wide range of Tasks, including: aliquot, relabel, destroy, ship, return to inventory, and other processes. Requisitions can be viewed and tracked on the Requisitions Manager. A requisition's status indicates where it is in the work flow.
Note: All users with permissions to access the Requisitions manager via the BSI client will be able to view all metadata properties (such as the Instructions and Notes) for all requisitions, regardless of repository. Users may only edit requisitions under the following circumstances:
- Requisitions created by the user
- Requisitions in the user’s Repository
- Requisitions created by someone in the user’s Institution, which have an Access Level of “Anyone at Institution”
Additionally, users in Study Access Only repositories must have study permissions to view all specimens in a requisition in order to edit it.
On BSI Engage, non-repository users will be able to view metadata for all requisitions created by users in their Institution.
In the Requisition Editor, data is presented in the form of a table. The table's rows represent specimens while the columns represent tasks and other specimen specific information, such as BSI ID, volume, etc. The requisition editor will behave differently after it has been submitted to the repository for processing. Before a requisition is submitted (a Pending Requisition) any changes made must be specifically saved. After submitting the requisition, any changes made while in the Requisition Editor are automatically saved.
Users must have permission to access this module.
The basic work flow of a requisition consists of:
Creating the requisition →
- Adding specimens
- Request specimens
- Cancel a specimen request
- Export a manifest
- Save or apply a Requisition Task Template
Submitting the requisition →
- Remove specimens from a submitted requisition
- Approve/Deny the use of a specimen
- View Include status of specimens or warnings
- Submit a requisition
Processing the requisition
- Adding and Completing Tasks
- Edit requisitions properties
- Print labels
- Add or Remove specimens from a submitted requisition