Module overview
Section 5 of 6 · Open sections

Required section · Section 5 of 6

Classify the excursion and choose the next step

You are the receiving technologist. The temperature log below shows the full transport window: ambient readings of 23 C to 25 C throughout, well outside the 2-8 C cold-chain band this exercise applies to a temperature-sensitive analyte on the same requisition. The specimen arrived with intact closures and matched identifiers, so this is not an identity or containment failure. It is a temperature and time excursion.

The current local exception and transport record must capture the collection and receipt information, requested and observed conditions, temperature when material to the test, and the disposition of an excursion. An out-of-range transport event triggers investigation; it is not itself an analytic conclusion, and it is not grounds to silently correct, adjust, or discard a result.

Ordering the exception-response steps correctly matters here, because acting out of order, for example authorizing release before the excursion is documented and reviewed, defeats the purpose of the process. The ordering exercise below asks you to place the response steps in the sequence a documented exception process actually follows.

A complete stability statement names only conditions material to the analyte, method, matrix, and container, and states plainly when needed information is not available. A material omission can lead to the wrong accept, reject, analyze, or release decision.

An excursion is a trigger to document and investigate under the local policy, not a signal to correct the number yourself or to release the result unchanged.

Illustrative drawing — this picture was drawn rather than captured.

Line chart of four temperature readings between 23 and 25 degrees Celsius from 09:00 to 09:42, each marked in coral because all four fall above a 2 to 8 degree Celsius cold-chain target band shown as a light blue range with a teal dashed reference line at its midpoint.
Figure 1Transport temperature log from 09:00 collection to 09:42 receipt, plotted against a cold-chain target band
Transport temperature log readings against a 2-8 C cold-chain target band
TimeRecorded temperatureWithin 2-8 C target band
09:0023 CNo
09:1524 CNo
09:3025 CNo
09:4224 CNo

Ordering exercise

Place these steps in the order a documented exception process follows once receiving staff identify a temperature and time excursion.

  1. 1. Complete exception documentation

    Collection time, receipt time, requested condition, observed condition, and the temperature record are entered per local policy.

  2. 2. Apply the accept, reject, recollect, or qualified-release decision

    An authorized person applies the laboratory's validated disposition and, if released, attaches a result comment describing the exception.

  3. 3. Detect and record the excursion

    Receiving staff compare the transport log to the required condition and note the mismatch at accessioning.

  4. 4. Consult the assay-specific procedure and validated interval

    Staff check whether the local procedure or manufacturer instruction addresses this specific excursion for this specific analyte.

  5. 5. Hold routine release when required

    Keep release controlled pending review. Continue time-sensitive analysis only as the assay-specific procedure directs; this is not a universal analytic delay.

Knowledge checks

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Knowledge check 1

The temperature log shows the specimen stayed 23-25 C, outside the 2-8 C target band for a cold-chain analyte on this requisition. What should happen next?

Choose one option.

Knowledge check 2

Which fields belong in the exception documentation for this excursion?

Choose at least 3 options.

Section status

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