Many sample creation and management actions for samples in storage can be completed directly from the storage view, simplifying the process for sample managers. This topic outlines these options for stored samples:

Create Samples from Stored Samples

When viewing samples in storage, you can create new derivatives, pooled samples, and aliquots directly. You can either start from the All Samples tab, from which you select one or more samples in the grid on the right, then select Create > Samples > [Choose Sample Type].

You can also use the tabs for the specific Sample Type, where you'll use the usual sample grid menus.

In the popup, select whether to create Derivatives, Pooled Samples, or Aliquots, specify how many new samples to create, then click Go to Sample Creation Grid. Enter the details as for other sample creation, then click Finish Creating ## Samples.

You'll see the green success banner and can immediately click Add them to storage if desired.

Create New Picklists and Jobs with Stored Samples

To simplify freezer workflows, you can also select samples in storage views and create new picklists and workflow jobs including them. You can use the tabs for the specific Sample Type, where you'll use the usual sample grid menus. Or from the "All Samples" tab, select samples and choose Create > Picklist or Create > Job respectively.

Learn more about these processes in these topics:

Add Stored Samples to Existing Picklists and Jobs

If the picklist or workflow job you want to add stored samples to already exists, you can select the desired samples, then choose Manage > Add to Picklist or Manage > Add to Existing Job respectively.

You can also use the tabs for the specific Sample Type, where you'll use the usual sample grid menus.

Learn about adding samples to existing picklists and jobs here:

Edit Storage Details

When a sample is initially added to storage, an amount (with units) and initial freeze/thaw count are usually provided. If they are missing, or if you need to edit this information later, you can do so by clicking the sample, and clicking either icon in the Storage Details section to open an Edit Storage Fields panel.

Update the information in the popup, enter a comment to explain the adjustment you're making (optional), then click Update Sample to save your change. The comment will be retained in the audit log and timeline for the sample.

Discard Sample from Storage

The action of discarding a sample from storage does not result in removal of the sample information from the system, only that it is taken from an "In Storage" state to a "Not in Storage" state and details about stored amount and freeze/thaw counts are dropped. This could be related to the consumption of all of the sample, and thus it's no longer being available, or could be temporary and the sample could be returned to storage later.

If instead you want to delete all data related to a Sample, follow the instructions here: Delete Samples.

Discarding samples will:

  • Remove them from your storage location views.
  • No longer retain their stored amounts or freeze/thaw counts (or allow them to be updated).
  • Prevent any further check outs or check ins.
  • NOT delete the data stored in the system about the samples.
You can discard one or more Samples from Storage in many places throughout the application, including:
  • From the Sample details page, select Discard from Storage from the menu.
  • From a grid of Samples, select samples using the checkboxes and select Storage > Discard from Storage.
  • From the Storage View of the Sample(s) location, select the sample(s), then select Manage > Discard.

Update Status During Discard

In all methods of discard, you will see a popup detailing the sample(s) you selected to discard. You'll see their locations, a color indicating type, and position information.

You can also check the Set Sample Status checkbox to assign a new sample status at this time. For example, discarding a sample often means it has been "Consumed".

Enter a comment to accompany the action, if desired, and click Yes, Discard Samples.

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