Shipping Infectious Substances Course Overview
Healthcare facilities, laboratories, research institutions, pharmaceutical companies, and medical clinics regularly ship infectious substances, diagnostic specimens, and biological materials—yet improper packaging and shipping of these materials creates serious public health risks and regulatory violations. The U.S. Department of Transportation (DOT) classifies infectious substances as hazardous materials requiring specialized training for anyone involved in packaging, marking, labeling, or preparing shipping documentation. With DOT and IATA enforcement actions increasing and fines for non-compliance reaching thousands of dollars per violation, proper training is critical for organizations shipping diagnostic specimens containing live cultures of pathogenic organisms, Category A infectious substances, or Category B biological substances.
This course covers the fundamentals of shipping infectious substances and diagnostic specimens in compliance with U.S. DOT and International Air Transport Association (IATA) Dangerous Goods Regulations. The course has been updated to include recent regulatory changes including HM-215D and covers all activities required when preparing hazardous materials for shipment: classification, packaging, marking, labeling, and documentation requirements for infectious substances (Category A UN 2814 and UN 2900), biological substances (Category B UN 3373), patient specimens, and dry ice (UN 1845).
Shipping Infectious Substances Course Content
Lesson 1: Introduction and Objectives
Regulatory framework for shipping dangerous goods, DOT jurisdiction, IATA Dangerous Goods Regulations for air shipments, definition of hazmat employee, training requirements, enforcement trends and penalties for non-compliance, course objectives, and scope of materials covered
Lesson 2: Classification of Dangerous Goods
Nine classes of dangerous goods, Division 6.2 Infectious Substances, Category A infectious substances, Category B biological substances, patient specimens, exempt human/animal specimens, cultures vs. patient specimens, proper shipping names, packing groups, Class 9 miscellaneous dangerous goods including dry ice
Lesson 3: Packaging Requirements
Triple packaging system for infectious substances, specifications for each packaging layer, absorbent material requirements, primary receptacle, secondary packaging, rigid outer packaging requirements, UN specification markings, capacity limits for packaging, differences between Category A and Category B packaging requirements, pressure differential requirements for air shipments, combination packaging with dry ice
Lesson 4: Labeling and Marking Requirements
Category A marking requirements (diamond-shaped infectious substance label, UN number, proper shipping name, 24-hour emergency contact), Category B marking requirements (UN 3373 diamond mark, proper shipping name), orientation arrows for liquid contents, shipper and consignee information, overpack requirements when multiple packages are combined, dry ice markings (Class 9 label, net weight in kg), refrigerant markings, accessibility of markings and labels
Lesson 5: Declaration Forms and Documentation Requirements
Shipper’s Declaration for Dangerous Goods, shipping papers for ground transportation, required information on shipping documents, air waybill information, signature and certification requirements, retention requirements for shipping records, chain of custody documentation, state and local permit requirements for certain infectious agents
Lesson 6: Training and Certification Requirements
49 CFR 172.704 training requirements for hazmat employees, four types of required training, training frequency, documentation of training, recertification within 90 days of regulatory changes, testing and competency evaluation requirements, employer responsibilities for training program


