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For a Collection Protocol to use kits, two types of configurations are needed, viz. Label format and Print, Supplies
Label format and Print settings
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Label format
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.
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<Sri: change the label format used in the screenshot to something real/useful>
Visit: sys_uid
Specimen: <visit_label>_<sr_code>
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 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>
Note: To include specimens in a kit you need to configure
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' |