Enter an accession number

Learn how to enter an accession number on an Object record.

Steps

  1. Open the Object - Identification window.

  2. Optional: In the Accession Date field, enter the accession date. If an accession number format specifies a date range, the Accession Date field is required to validate the accession number.

  3. Optional: In the Department field, enter the department. If an accession number format specifies a department, the Department field is required to validate the accession number.

  4. Click into the Accession Number field.

    • If a number appears automatically in the field, this will be the next consecutive number in the most recently used format that has accession number defaulting enabled.

    • If the default number is not of the format you require for a particular object:

      1. Click Options.

      2. In the Accession Number Defaults window, in the desired format row, click on the number in either the Global Default column or My Default column (if available).

      3. Click Accept Selected.

    • If no number appears, then defaulting is either not enabled for you as a user, or has not been enabled for the available accession number formats. Enter a number directly into the field. The number must conform to an existing accession number format.

  5. Enter data into any required fields such as Procedural Status.

  6. Click Save.

See also