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When collecting primary specimens, the clinic staff should not see the container fields. WhereasAt the same time, the biobank technician needs to store the specimens and add other specimen details. To restrict specific fields on add, edit, and overview pages, you can add rules in the CP workflow. Refer to the wiki page for more information.
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During the specimen collection step, the clinic staff should only see the fields for which they enter the data for. All the other fields, like containers, etc., should be hidden from them. Refer to the wiki page for more information on configuring the specimen collection table.
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When this feature is enabled, the Coordinators are shown only those options that are needed can only see the needed options for their workflows.
Page | Buttons Visible | Tabs Visible |
|---|---|---|
Participant Overview | Edit, Add to Another Protocol, Delete | Visits, Specimens, Forms, Specimen Tree |
Participant list view | Add participant, View specimens, More (Generate CP reports, View CP details, Dashboards, Survey Invitations) | |
Visits Overview | Edit, Add specimen, Delete, Specimens Manifest | Forms, Specimen Tree |
Specimen Overview | Edit, Add to cart, Delete | Forms, Specimen Tree |
Specimen list view | Add participant, Actions (Edit, Delete, Service Request), Add to cart, View participants, More (Generate CP reports, View CP details, Dashboards, Survey Invitations) | |
Carts | Edit, Print, Delete, Close, Receive, Add/Edit Event, Request Note: They will not be able to perform operations like print, receive, add/edit events for the CP that they are coordinators to. | |
Query | Edit, Print, Delete, Close, Receive, Add/Edit Event, Request Note: They will not be able to perform operations like print, receive, add/edit events for the CP that they are coordinators to. |
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