Preclarus Portal – Electronic Requisition (eReq)

This job aid will show you how to use the electronic requisition (eReq) features within the Preclarus portal. eReq will allow authorized accounts to:
• Register a new subject for a study
• Enter the clinical parameters in the online requisition form, based on the subject’s visit for the study
• Easily add accession samples through chain of custody
• View requisition forms
• Eliminate use of paper requisition forms

Preparing to use Electronic Requisition

Are you ready for eReq?

Here is what you need:

PPD Visit
Specific Kit

Laptop or PC
with Barcode See page
8
Scanner

OR
Smartphone
with
Preclarus
App
How to Register a New Subject

1 Electronic Requisition

Click Electronic Requisition

from the Welcome page

2
Electronic Requisition

Use the drop-down

arrow to select the
Protocol ID
Then click New
Subject

3 Electronic Requisition

Enter the
demographic data
 Requisition

Note
The system advises you
which fields are required by
adding a red border.
Any fields with an orange
border will result in a Query if
information is not provided.

Click Create to add new subject

Next: Enter Demographic and

Clinical Information
 5

Select Protocol, Subject, and Visit

Electronic Requisition

Electroni
Enter the demographic details for the registered subject
Note: The system will
return a Query if
information is not provided

Next: Enter collection details and

scan barcode
7

Enter the collection details by clicking the

calendar icon as shown here

8 Scan the barcode of the samples using a barcode

scanner, if there is no scanner available enter the
samples manually and make sure you click
ENTER for every sample entry.

Based on the information scanned or entered, the

data is automatically populated against the
relevant sample.

If required, the date can be changed by clicking

Unscan under the Status column to clear the data

9 for corresponding samples. Ensure the collection

date and time are entered if available.

10

After entering the data, click

Save/Submit and print the
Requisition form.

Click Cancel if you wish to

clear the visit data

Next: Creating a Shipment

 11

When the visit is saved you can

create a shipment

12
Note: When combining different shipping
Electronic Requisition conditions, you will be notified, or you can
select the shipping condition upfront

Click Add to
add samples to
the shipment.

Added samples
are marked in
green
13
Click Create to
complete the
shipment

Add Airwaybill number. Select Courier. Click Confirm Shipment.

Electronic Requisition

Shipping
confirmation

To review Shipment History, go to Shipment then

click Shipment History tab
14

Electronic Requisition

Enter the Airwaybill number and click Select

 Barcode Scanning
There are two methods of electronically scanning barcodes:
1. Use a barcode scanner
2. Use the Preclarus App on a smartphone
Your barcode scanner will be sent to you in a box. Inside the box is a Quick Start Guide to help you set up the scanner
and use it correctly.

After initial set up and before scanning can begin you will need to set the scanner to the keyboard for your country. This is very simple!
In the Quick Start Guide you will see a section titled Keyboard Country.

1. Use your scanner to scan the

barcode to set your keyboard
country.

2. Next, look for the country code – in

this example we are using Italy,
1
which is set as number 5.

3. Now, check the Programming

Chart to find the barcode for Italy (3) 2
and scan it.
3
4. Finally, scan the Save barcode to
save your keyboard settings.
4

Preclarus App
The Preclarus App includes a feature for scanning barcodes.
The App will use the camera on your smartphone to scan
barcodes.

The App is available for IOS and Android.

You can now successfully use the Preclarus portal for eReq. Below are
links to videos that will show you the process

Video 1
https://www.youtube.com/watch?v=Y7jtpV_098k
This is an overview of the portal and will guide you through:
• Log in
• Registering new subjects
• Completing eReq
• Creating sample shipments

Video 2
https://www.youtube.com/watch?v=mmiTfUewPrg
In this video you will learn how to:
• View reports
• Manage supplies
• Use the Query Center
• View documents