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    I would like to propose some changes to the distribution function to address some current limitations:

    • When samples are retrieved for a distribution, we need to record where the retrieved samples (or boxes) are being stored in the holding tank. If a large number of samples are being retrieved daily, it’s critical we know exactly where they are located after they have been retrieved.

    • When requesting samples from certain collection protocols, the release of any samples must be approved by the custodian before the samples can be retrieved. This should be configurable per collection protocol.

    • Distribution currently doesn’t separate the request from the actual retrieval and sending of samples. Currently distribution assumes the request, retrieval and sending is all happening at the same time and by the same person. At SAHMRI we have people request samples, but the actual retrieval from the tanks and sending of samples would go to our support team to perform, which will occur sometime after the request. Being able to log when the request is submitted, when its retrieved and when its sent/received would be very useful.

    • We need to distinguish between external and internal distributions.
      For external distributions things like courier pickup, delivery times and sample condition are important to capture.
      For internal distributions we need to capture when the requester has collected the samples. An email would useful to indicate to an internal requestor that their samples are ready for collection.

    • When a distribution request is submitted, it would be great if a retrieval queue could be displayed and for each request a pick list can be generated. Almost like a work basket for our support team.

    Would be interested in how others use the distribution module and if the suggestions above would be useful?

    Hello @Matthew_Lyon,

    Thanks for the valuable inputs.

    For separating out request and distribution process, we have developed a request plugin. Please take a look at the video and let us know if this suits your workflows. Contact us if you are interested to use this plugin.

    For internal distribution, we suggest you use ‘Shipping & Tracking’ and use ‘Distribution’ feature for external distributions. Refer to below user manual links:
    https://openspecimen.atlassian.net/wiki/x/bgDi
    https://openspecimen.atlassian.net/wiki/x/GoCi

    Thanks,
    Poornima

    Hi Poornima,

    What are the conditions around using the request plugin? Is it freely available? Can you add custom fields in the request plugin?

    Back on the the distribution function are there any plans on your radar to store the location of retrieved samples? It would be great also to have some additional status types that can be used.

    Thanks,

    Matt

    @Matthew_Lyon

    @ request plugin
    The request plugin is part of Enterprise version which is available to anyone with a support contract. You can add custom fields in the request form using the forms functionality of OS.

    @ distribution
    What do you mean by location of the retrieved samples? Can you please elaborate on the use cases.

    @extra status
    What ones are you thinking about? We could add them if its useful across the board.

    ~Sri

    @distribution
    Once samples are retrieved from storage they are placed into a temporary holding tank. We need to keep track of where samples (or boxes) are located in the temporary holding tank, especially as it will be holding samples from multiple retrievals.

    @extra status
    Submitted
    Retrieved
    Sent
    Awaiting Collection
    Closed

    @Matthew_Lyon

    Do you need the temp holding tank details at the order level or the individual specimen level? At this point the workaround would be to use the comments section to tell where the specimens are temporarily stored.

    We will get back on the extra status values.

    ~Sri

    Location details would need to be at the sample level in the order