Requisition Menus & Tools

Many actions for a requisition can be selected from the File, Edit, View and Tools menus in the top left of the Requisitions Editor.  Other actions, such as those for individual tasks, are taken by selecting options from column header menus.  

Help Menu - This opens the BSI User's Guide.

File Menus

The requisition editor File menu has the following options:

• Save Requisition - This option will save the requisition on the server.  It is only available if the requisition has never been submitted.  When first selected for a new requisition, a requisition number will be assigned to the requisition, the requisition will be saved on the server, and it will be given a status of Pending.
  • When a requisition is saved only and not yet submitted, the Vial Status does not change - meaning the specimens are NOT reserved for your requisition. Specimens only become reserved upon successful submission.  Until a requisition has been successfully submitted for processing, the specimens listed will be available and can possibly be included in another requisition.
• Submit - Available only for Pending requisitions.  This will submit the requisition for processing at the repository.
• Import - This will open the Importer Wizard and allow users to import IDs that will be used to retrieve specimens from the database.  Once the import column is set and the wizard closes, a selection dialog will open that will determine the matching field.  All matching specimens will be added to the requisition editor.
• Print - The requisition editor can be printed in a document as other tables in BSI.
• Export with Translation - This will open the Export with Translation wizard.
  
• Close - This will exit and close the requisition.  If the requisition has not been submitted and has been changed since the last time it was saved or has not yet been saved, a dialog will open prompting you to save.  Select Yes to save and close the requisition.  Select No to close the requisition without saving.  Select Cancel to exit the dialog without saving or closing the requisition editor.

View Menu

The requisition editor View Menu has the following options:

• Set all columns to data view - This will change all columns in the Requisition Editor to display the data codes in all rows.  This option is only available when the requisition is opened in edit mode.
• Set all columns to format view - This will change all columns in the Requisition Editor to display the data labels in all rows.  This option is only available when the requisition is opened in edit mode.
• Save User Default Editor View - The current order of fields displayed is saved as the default view for the user.
• Save System Default Editor View - The current order of fields displayed is saved as the default view for the System.
• Restore System View - The order of fields displayed in the current Manager tab selected is reset to the system view.
• Restore User Default View - The order of fields displayed in the current Manager tab selected is reset to the user default view.
• Hide/Show Columns - This will open the Select Fields for Display dialog.
• Select Rows - This will open the Specify Rows to Select dialog, which allows users to select specific rows in the Requisition Editor.
• Select All - This option will select all rows in the Requisition Editor.
• Go to row - This option will allow users to navigate to a specific row in the Requisition Editor.
• Content Information - This option opens the Requisition Information dialog that displays the following statistics for the requisition:
  • Number of overridden vials
  • Number of vials belonging to this repository
  • Number of included vials
  • Number of requested vials
  • Number of vials

• Select Column View Template – This option opens the Select Column View Template dialog. Selecting the ellipses opens another dialog where the user may select a Data Entry template. After a template has been selected, the requisition editor’s columns will be rearranged to match the template. The Include column and any tasks will be displayed before fields in the template.

• Specify Properties -  This will display the requisition's properties.  This option is only available on this menu when the requisition is opened in view mode.
• Specify Instructions -  This will display the requisition's instructions.  This option is only available on this menu when the requisition is opened in view mode.
• Specify Notes -  This will display the requisition's notes.  This option is only available on this menu when the requisition is opened in view mode.

Edit Menu

This menu is not available when a requisition is opened in view mode.

The requisition editor Edit Menu has the following options:

• Add Specimens - This will open the Standard Search dialog that is used to select specimens to add to the requisition.  After specimens  are added they must be requested from the Include column header menu to be included in the requisition.  Only specimens with a Vial Status of In can be included in a requisition.
• Scan to Add Specimens - This will open the Scan to Add Specimens dialog.
• Request Specimens - This will mark the selected specimens as Requested in a Pending requisition or will request that the specimens be included in a requisition that has been submitted.  Selecting this option, or the Request Specimens button, functions in the same way as selecting Request Specimens from the Include column header menu.
• Add Task - This will begin the process of adding a task to a requisition.
• Specify Properties - This will open the Requisition Properties dialog which can then be edited.  This option is available on the View menu when the editor is opened in view mode although properties cannot be edited in view mode.
• Specify Instructions - This will open the Instructions for Requisition dialog.  This dialog contains a text box where the current instructions are displayed and can be edited.  Editing a requisition's instructions will set the read flag indicating that new work has been added.  This option is available on the View menu when the editor is opened in view mode.
• Specify Notes - This will open the Notes for Requisition dialog.  This dialog contains a text box where the current notes are displayed and can be edited.  This option is available on the View menu when the editor is opened in view mode.
• Remove Specimens - This option is used to remove specimens from the requisition editor that have not been requested. Specimens that are included in a Submitted requisition cannot be removed, they must be Dropped from the Include column header menu.

Tools Menu

The Tools menu contains the following options:

• Print Labels - This option allows the user to select a label format and send data from the selected rows in the requisition editor to a Print Labels dialog.  This option works the same way as selecting Print Labels from the Current Label column header menu.
• Save Task Template
• Apply Task Template
• Export Manifest
• Task Order - Opens a dialog where the user may rearrange the order tasks appear in.
• Assign Tasks to Users - Opens a dialog where the user may assign each task added to the requisition to a user.
• Suggest Alternative Specimens - Provides a list of alternative specimens based upon the Sample ID of the one the user has selected.  It will display a list of specimens which are presently available for inclusion in the requisition which have the same Sample ID as the selected specimen, regardless of material type.  The list will display BSI ID, Current Label, Material Type, Modifiers, Volume, Volume Unit and Warnings so the user can select the best alternative.

To use Suggest Alternative Specimens:

1. Select one row in the requisition editor for which to see alternative specimens.  Only one row may be selected.

2. Select Suggest Alternative Specimens from the Tools menu.  The Suggested Alternative(s) dialog will open displaying any alternative specimens that may be added to and included in the requisition.

3. Select the specimen(s) to be added to the requisition by highlighting the row containing the specimen(s) manually or by selecting the Select Rows button to use the Specify Rows to Select dialog.

4. Select OK to add the selected specimens to the requisition or select Cancel to exit the Suggested Alternative(s) dialog without adding any specimens.

Help Menu

Help Menu - This opens the BSI User's Guide.