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Important: Since kits are created before it is linked to a participant, the visit and specimen label formats cannot use any token that depends on the participant. E.g. PPID, PUID, PPI_UID, etc.

Print settings

To include specimens in a kit you need to configure the below settings. Within the settings a new value is included in the dropdown ‘when to print’ called “pre-print”. This indicates that the label has to be printed during kit creation.

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Setting Name

Importance

Label formats

All the tokens for visit, specimens levels that needs to be created as kits should not contain any participant related tokens

E.g. %PPI%, %PPI_UID(2)%, %PUID(1)%, etc.

Sri: Example of clutter.

Edit: Cannot contain participant specimen levels are supported except format cannot contain participant level tokens. E.g. PPI, PPI_UID, PUID.

Kit Labels

Kits will only be generated if this is Enabled

Sri: Example of clutter.

Edit: Should be enabled

Specimen Print Settings

Set to “Pre-print” if you want to include in the kit. E.g. if the kit is going to contain only primary and aliquots, do not set Deravitives to “pre-print”.

Sri: hardly understand anything here. Added edits below.

Print settings

<Sri: move print related screenshots and description here>

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Define what needs to be pre-printed during kit creation

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*

Configure the print setting depending on whether the kits contain only primary specimens, only aliquots, or both.

Only primary specimens:

<screenshot for only primary>

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Primary specimen and aliquots:<screenshot for only aliquots>

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Supply settings

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Setting Name

Importance

Are supply barcodes used in visit names?

Set to “Yes”

Barcode Validation Mode

This option is used to validate barcodes when a visit or specimen is created.

Strict: An error is generated when the visit/specimen barcodes do not match the available supply item.

Relaxed: No error is generated when the visit/specimen barcodes do not match the available supply item.

Ideally this value should be set to “Strict” since CPs which use supplies module should not be using barcodes not created by OpenSpecimen.

Shipments → Receive Sites

This is used only if you are using the “Kit Shipment” feature. This indicates the site name which is going to recieve the kits.

Refer to the wiki page for more information on 'Kits Shipment'