Flatbed Scanners: Web Client

Video Transcription – 00:00

Hi there, and welcome to our overview of the new flatbed scanning capabilities in Freezerworks 2017 Web Client.

Flatbed Scanner Configuration – 00:22

Before you can use any flatbed scanners in the Web Client, they must first be configured in the desktop client. See our other flatbed scanner video for help with that.  Today though, I will demonstrate the two tasks you can accomplish with the flatbed scanner in the Web Client, Search and Process Check Out and Check In Workflows. Since shipping is not yet a part of the Web Client in general, you can only process shipments with a flatbed scanner in the Desktop Client.  Before we get started, if you need any assistance setting up your Web Client or assigning licenses, see our help guide.

Search using Flatbed Scanners on the Web Client – 00:55

Without further ado, let's log in. We'll hover over Search Inventory as there's a new option there, Search by ID.  Let's click it.  Now you're going to open the Type drop-down and select Search By Flatbed Scanner, then you're going to select the records you want returned, we'll choose aliquots, and then you'll select the list view format you want them returned in. The field we'll use to scan will be selected on the next page. For now, click Start Scanning.  From here, you'll select your scanner.  This will load the available box sizes and automatically select the Barcode Field chosen during configuration of this scanner. Remember that you can always change the Barcode Field as well though. Once each drop-down is filled, click Scan and give your scanner a second to do its thing.

Once the scan completes, the list of values will appear.  Next to the list is the Scan Report where you can see the number of No Vials and No Scans.  No Vial means that there is actually nothing to read in that box position, and No Scan means there is something in the position but for whatever reason, it cannot be read. You will have to clear any No Scans before you can continue, but No Vials are okay.  You can either click Rescan to do it all over again or manually fix the problems by scrolling through the list to find the lines highlighted in red, these are the No Scans. No Vials are in yellow.  Click the Edit button on the No Scan lines and you'll be able to edit the ID manually, use the single tube reader on your flatbed scanner to get the value, or simply click “No Vial” to change the line accordingly.  Empty positions being treated as no scans can be a common problem, so the No Vial button provides a quick and easy fix.  Now that there are zero No Scans, we can either click Execute Search or click Add Box if there are more boxes we need to scan.  

When you add a box, the Scan Report updates to include more information and now tells you how many boxes have been scanned, how many total vials have been scanned across the boxes, and which box number you're currently on.  You can scan as many boxes as you like, and when you're done click Execute Search.  The records matching the vials we scanned appear, and from here you can perform any List View tasks on them.

Process Workflow using Flatbed Scanners on the Web Client – 03:32

Let's go back to the home page though and process a workflow with a flatbed scanner.  Hover over Workflows and you'll notice two new options in the menu, Check In with Flatbed Scanner and Check Out with Flatbed Scanner.  I'll do a Check Out, but the process is nearly identical for Check In, the only difference comes at this page.  All Check Out Workflow Templates that you have access to will appear here, but if you're performing a Check In, only the Check In Workflow Templates that specifically have flatbed scanner selected on the Freezer Position page in their configuration will be listed. When you select a template, an overlay will appear where you will select the scanner, box size, and field like before.  Click Scan when you're ready and let it roll.  Just like before, the values will appear and you must clear any No Scans before you can continue with the workflow.  Again, add as many boxes as you like, then click Check Out Aliquots when you're done.  The workflow template will appear and you can proceed completing the form as you normally would.  Just take note that no QC reconciliation will be required as this was done when you scanned the vials.

Conclusion – 04:41

Well, that does it for today's discussion of flatbed scanning in the Web Client.  Please, if you have any more questions consult our help documentation or contact our dedicated support staff.  Well, thank you for watching and see you next time.