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The most common method to store a sample is upon creation of the sample to be stored. The specimen collection page will display a Container’ and ‘Position’ fields. Under Container, you will choose the Box Name, and under Position, you can record the coordinate. If a box is linear, there will be only one Position field, but if the box is 2D, you will enter the row and column.

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The process to transfer samples is similar. Samples can be ‘Transferred' from one box to another, from no location ‘no location’ to a box, or from a box to ‘no location’.

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  1. Navigate to ‘View Specimens’ from the Participant list view page.

  2. Applying filters to my specimen list shows 6 specimens. Select them all by clicking on the box next to the Label field or choose individual samples.

  3. Choose Transfer from the Actions dropdown menu.

  4. This will display a page to choose the box(es) into which the samples will be placed. Click the ‘Location’ field to display available boxes. Choose the box to use. The copy button next to ‘New Location’ will copy this box name to all specimens in the list. To place samples in different containers, choose the box for each sample.

  5. Follow the steps above to either let the system assign the next available location or to manually select each slot. Note that if you attempt to store more samples than are available, the system will tell you that there are not enough storage locations for all the samples. In this case, it will be helpful to use the magnifying glass to determine how many slots are available in the storage container.

  6. Selecting submit will record the storage locations and will display the specimen list view page with the locations.

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