Consult transaction history
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
- Enter the Gamete bank module and open the History sub-route.
- The screen shows a paginated list with the transactions.
- Use the available filters:
- Free search (text).
- Sample type (Oocytes, Sperm, Embryos).
- Transaction type (IN, OUT, TRANSFER).
- Date range.
- To view the detail of a transaction, click on the row.
- A side drawer opens with the detail: sample, patient, position, date, responsible and observations.
- 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.pngandbanco-gametos-historial-02-drawer.png.
Common errors
| Situation | What to do |
|---|---|
| The filters return no results | Expand the date range or remove filters. |
| The drawer does not show the detail | Check the connection; the detail is loaded asynchronously. |
| Recent transactions are missing | Refresh 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.