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Consult transaction history

ModuleGamete bank
Suggested profileBank operator / Coordination
PermissionGAMETE_BANK_HISTORY: READ
StatusValidated

Objective

Consult the complete history of bank transactions: registrations, thawings, discards, transfers and related movements.

Before starting

  • Read access to the History submodule.

Step by step

  1. Enter the Gamete bank module and open the History sub-route.
  2. The screen shows a paginated list with the transactions.
  3. Use the available filters:
    • Free search (text).
    • Sample type (Oocytes, Sperm, Embryos).
    • Transaction type (IN, OUT, TRANSFER).
    • Date range.
  4. To view the detail of a transaction, click on the row.
  5. A side drawer opens with the detail: sample, patient, position, date, responsible and observations.
  6. Optionally, open the patient summary drawer from the transaction detail.

Expected result

  • The list shows the transactions with their applied filters.
  • The detail drawer allows viewing all the information of the operation.
  • The patient summary drawer shows their basic information.

Pending: add screenshot of banco-gametos-historial-01-listado.png and banco-gametos-historial-02-drawer.png.

Common errors

SituationWhat to do
The filters return no resultsExpand the date range or remove filters.
The drawer does not show the detailCheck the connection; the detail is loaded asynchronously.
Recent transactions are missingRefresh the page; the system may take a few seconds to register.

Suggested permissions

  • GAMETE_BANK_HISTORY: READ (included with any level of the submodule).

Operational recommendations

  • Review the history periodically as part of the operational reconciliation.
  • Export the history (when applicable) for audit support.

Relation with other modules

  • Storage: all storage operations are recorded here.
  • Patients: the patient summary drawer allows viewing the basic record.
  • Cash box (CryoBank): transactions do not include charges; charges are consulted in Cash box.