Sample Manager supplies basic built in status values, Available, Consumed, and Locked, and an administrator can add additional statuses in any of these categories to match their workflows. For example, custom status values could be used to track which samples have been shipped, received, are in use, are offsite, etc.
The Sample Manager application has 3 built-in statuses, also representing three main types of status:
Scroll down to find the current set of defined statuses. A lock icon indicates that there are currently samples "using" that status value so that it may not be deleted and its type cannot be changed. Additional status values can be defined that mean the same things. For example, "Received" might be an interim internal status on they way to full availability. The sample is neither consumed, nor locked, but might still need a step like assignment to a storage location before it will be switched to full "Available" status.
Samples in certain statuses will be prevented from certain actions, both in the UI and enforced by the server. For example, a Locked sample can't be deleted or checked out of storage, a consumed sample can't be aliquoted, etc. An administrator may, however, update the status of a sample if a mistake was made or conditions have changed.
Click the name of a status to see details on the right. Here you may edit the Label, Description, and for statuses not currently in use, you can change the Status Type.
The three main statuses correspond to the three main "status types" with different actions allowed for each type. Adding additional custom status settings can support your lab's procedures and user expectations. Click Add New Status and populate the fields on the right.
For example, you might add a new status named "Received" which is another form of the "Available" type of status, representing newly arrived samples which may need an additional step performed before they are officially "Available" to your users.
Users can assign statuses to their samples throughout the system:
The status of a sample can later be changed by editing in a grid or in bulk for a set of samples at once.
When you change the status of a sample to "Consumed" (i.e. to any named status of the "Consumed" type), this typically means that there is no more of the sample to be used. If the sample is in storage, the user will also be prompted to set the storage status to "Discarded".
When editing a single sample's details, use the checkbox to also Discard sample, optionally adding a comment:
When editing in bulk, saving will open a popup where you can check Yes, discard the sample(s) and optionally enter a comment:
To see the set of available status values, hover over the for the Status column or field to see a legend listing all the available status values and their color coding.
Sample status information will be displayed in sample grids and on the sample overview and storage sample details pages. Color-coded blocks and the legend make it easy to see status at a glance. The name of the specific status will be shown, with the color applied based on the type of status it is:
Sample Status can be viewed for a sample in storage, and is not the same as the Storage Status (In Storage, Checked Out, etc), described further in this section: Storage Management
Sample status values are available in storage views as part of the sample details. Hovering will show the description of the status value, as shown below for a locked sample.
On the main dashboard, you can see an overall picture of the status of your samples using the Sample Count by Status chart. A bar for each Sample Type is color coded to show how many samples of that type in each status. Sample statuses of the same main type (such as "Available" and "Received" in this image) will share the same color (in this case, green).
Hover over any bar segment for more details and click for the filtered set of samples of that type in that status; shown above, you'd see 260 "Available" Plasma samples.
Use the refinement menu, select All Statuses, With a Status, or No Status to control which sample statuses are displayed. For instance, using the No Status option, you can easily see and click through to the subset of samples that still need to have a status assigned, in this case in two sample types.
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