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Table of Contents

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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.

Note
titleNote:

The "View Request" “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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If there is a 'Specimens' icon on the left-hand side of the request overview page, click on 'Download Report'.

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Request managers can approve the specimen request. Once approved, the technician can distribute the requested specimens to the requester.

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  • Click on the 'Approve' button from the requests overview page to approve the request.

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  • Enter details in the Approve Request popup and click on 'Approve'.

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   On approval, the researcher and request manager gets an email as below.

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Note

The requester and request manager will be notified by email of approval or rejection of the request.

Reject Request

Based on the availability of the requested specimens, request managers can approve or reject the request.

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  • Click on the 'Reject' button to reject the specimen request.

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  • Enter details in the Reject Request popup and click the 'Reject' button.

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   On rejection, the researcher and request manager gets an email as below.

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Reset to Pending request

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Updating specimen request

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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

  1. Navigate to the catalog → View request → Click on the pending request.
  2. Click on the Specimen tab → Click on the ‘Add Specimen’ button. 
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  3. Users can either add specimen labels or scan barcodes to add specimens. Check the ‘Use Barcode’ checkbox if the user is scanning barcodes.
  4. The catalog is not restricted to a single protocol if the same specimen label exists in two different protocols. In that case, the user will receive a popup like the one below where you can select a protocol to which the specimen belongs.
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To remove specimens 

  1. Navigate to the catalog → View request → Click on the pending request.

  2. Click on the Specimen tab → Select the specimen you wish to remove → Remove.Image Removed

Adding Requested Specimens to the Cart

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  1. 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 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 deciding 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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