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- Click on the 'View Request' button from the email sent by the system.
- On clicking 'View Request', the system will navigate you to the request's overview page.
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| The "View Request" button appears in the following emails: - Emails were sent to the request managers.
- Emails are sent to the requestor, who is also an OpenSpecimen user.
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- Navigate to collection protocols.
- Click on the ' More ' button from the participants/specimens list view page.
- Click on any pending requests from the list to view the request.
Note: Researchers can not access requests from the collection protocol page. |
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- You can view the requests by going to the respective catalog page.
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Click on the 'Cart/Specimens' icon from the left-side menu of the requests overview page to view the list of requested specimens.
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Only request Request managers will be able to view the cart tab. Once they add and approve the specimens, tissue bankers can distribute them to researchers. |
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Based on the availability of the requested specimens, request managers can approve or reject the specimen request.
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- Click on the 'Reject' button to reject the specimen request.
- Enter details in the Reject Request popup and click the 'Reject' button.
On rejection, the researcher and request manager gets an email as below. 
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- Due to human error, one can approve or reject a request by mistake. To undo it, the 'Reset to Pending' feature is useful. You can see the option to 'Reset to Pending' as shown in the below image, which will set the request as pending. From where you You can again mark it as approved or rejected based on distribution.
The request can be marked as pending only if the distribution of specimens is not done after request approval. - On reset, the researcher and request manager gets an email as below.
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If the user has 'Request Manager' access to the catalog, they can edit the researcher's request to add/remove specimens as it is in pending status. To add specimens - Navigate to the catalog → View request → Click on the pending request.
- Click on the Specimen tab → Click on the ‘Add Specimen’ button.
 - User Users can either add specimen labels or scan barcodes to add specimens. If Check the ‘Use Barcode’ checkbox if the user is scanning barcodes, ensure to check the ‘Use Barcode’ checkbox.If .
- The catalog is not restricted to a single protocol if the same specimen label exists in two different protocols, and the catalog is not restricted to a single protocol. In that case, the user will receive a popup like the one below where you can select a protocol to which the specimen belongs.
To remove specimens Navigate to the catalog → View request → Click on the pending request. Click on the Specimen tab → Select the specimen you wish to remove → Remove.
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- Click on the 'Cart' tab that leads to the list of specimens that have been requested.
2. Select specimens by clicking on the row or the overview icon that leads to another screen with specimen details. Ensure the specimen 'identifier' is one column among all the other specimen details. 
3. An 'Add' button appears at the top after selecting the specimen by clicking on the row. Click on the 'Add'. 4. If there is no Distribution Protocol selected in the request, a popup appears, allowing you to choose a distribution protocol. 
5. After choosing the DP and clicking 'Done', another tab, 'Specimens', appears on the left-hand side of the request overview page. 
6. You can now approve the request and distribute the specimens. You can also download the report.  |
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This error is caused if, in the catalog/specimens query, there is no column 'Specimen> Identifier' selected in the result view. To rectify the error: - Go to the 'Specimens' query (Catalog > Overview > Specimens Query).
- Click on 'Columns' and select the 'Specimen > Identifier'.
- Save the query.
- Reload the request page and try adding the specimen again.
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