The templates in the Add Specimen Expert tool can be set up with aliquots from a new set of specimens being stored in a specific box, by default. However, when that box is full, users will typically want the default storage location for the template to be changed to the next box being used. The Add Aliquot window, when entered as part of the Add Specimen Expert process, allows for this change to occur at the moment that it is most likely to be recognized — while aliquots are being added and the previous box is filled up. To make this change, a user does not need to be the owner (creator) of a particular Add Expert template. This is the only change that users who do not own a specific template can make to that template. To change the box that a template points to:

• Click the edit button in the Aliquot(s) column. The Storage window will appear.

• Double-click on one of the rows in the list or click the add button. The Add Storage window will appear.

• Since the box selected in Location 1 is full or you no longer want to use it, select the new box (the box you want the template to start to point at from now on) in Location 2. (Keep Location 1 as the original default location.)

• Click on the Change Template Locations checkbox so that it is selected.

• In some cases, there are actually multiple templates that point at the same box, and when that box is full, all of those templates should be changed to point to the new box. To change all of the templates automatically at the same time, check the Change All Locations checkbox instead of the Change Template Locations checkbox.
• Finish entering the specimen information (storage and otherwise) in the Add Specimen Expert tool. The next time the template is used, the default location (in Location 1) will be the box selected in Location 2.