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The system automatically creates some system events during specimen processing. These events are:

  • Transfer

  • Received

  • Collection

  • Transfer

  • Reserved

  • Disposal

  • Container Transfer

  • Return

  • Distribution

  • Processing

  • Shipment

Note

Note:

  1. The form definition of these events is are not editable.

  2. System Events can be edited to some extent (New in v8.0).

In addition to the automatically generated system events, OpenSpecimen is shipped with some additional specimen events:

  • Frozen Event

  • Thaw Event

  • Spun Event

  • Review Event

  • Procedure Event

Note: These events can be edited to suit your specific requirements.

Edit System Events

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Received Event

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You can edit the

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received event fields from UI and bulk import.

  1. User (Transferred By)

  2. Date and Time (Transfer Time)

  3. Comments

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You can refer to the wiki page for information on bulk import.

Received Event

Expandexpand
titleClick here to view details...

Case 1: Edit 'Received Event' for the individual specimen

  1. Click on the edit icon for the received event

Screenshot 2024-08-19 at 6.52.33 PM.pngImage Added

  1. You can edit the below-listed details from the UI for individual specimens or multiple specimens.

    1. Quality

    2. User

    3. Date and Time

    4. Comments

Case 1: Edit 'Received Event' for the individual specimen

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Case 2: Edit 'Received Event' for multiple specimens (v8.1)

Refer to the https://openspecimen.atlassian.net/wiki/spaces/CAT/pages/2290548858/Receive+Specimens#Using-Bulk-Import page for more detaisdetails.

Collection Event

You can edit the collection event fields from the UI

Expand
titleClick here to view details...

Edit 'Collection Event' for the individual specimen

  1. Click on the edit icon for the collection event

    Screenshot 2024-08-19 at 7.03.07 PM.pngImage Added

  2. You can edit the below

-listed

  1. details from the UI.

    1. Collection Procedure

    2. Collection Container

    3. User

    4. Date and Time

    5. Comments

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Note

Note: Collection

Event

Events cannot be updated via bulk import.

Reservation Event/Reservation Cancelled Event

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You can edit the

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  1. User

  2. Date and Time

  3. Comments

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Note:

reserved event fields from the bulk import

Expand
titleClick here to view details...

Edit 'Reservation Event' for multiple specimens

  • Reservation Event/Reservation Cancelled Event cannot be edited via UI.

  • Only these fields User, Date and Time, and Comments can be updated via bulk import.

  • You will have to mention the correct Event ID in the

csv

  • CSV file. You can refer to the wiki page for information on bulk import.

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Disposal Event

Expand
titleClick here to view details...

To update this event, you need to download the “Disposal Events“ ‘Disposal Events’ template. You can download the template by following the steps:

  1. Navigate to the Collection Protocols card and select a CP (if you want)

  2. From the CP-list-view page or participants-list-view page, click on “More” → Biospecimen Data.

  3. Select the records type as “Specimen Disposal“ and download the template filelist and click on ‘More’-> ‘Import Biospecimen Data (CSV’

  4. Select the record type ‘Disposal Events’ from the dropdown.

  5. Add details and upload the file. The mentioned details will be updated.

You can edit the below-listed details:

  1. User

  2. Date and Time

  3. Comments

  4. Reason

Note

Note: You cannot edit disposal events via UI.

You can refer to the wiki page for information on bulk import.

Container Transfer Event

Expand
titleClick here to view details...

To update this event, you need to download the “Container ‘Container Transfer Events“ Events’ template. You can download the template by following the steps:

  1. Navigate to the Collection Protocols card and select a CP (if you want)

  2. From the CP-list-view page or participants-list-view page, click on “More” → Biospecimen Data.

  3. Select the records type as “Container Transfer Events“ and download the template fileclick on ‘More’-> ‘Import Biospecimen Data (CSV’

  4. Select the record type ‘Container Transfer Events’ from the dropdown.

  5. Add details and upload the file. The mentioned details will be updated.

You can edit the below-listed details:

  1. User

  2. Date and Time

  3. Reason

Note

Note: You cannot edit Container Transfer Event via UI.

You can refer to the wiki page for information on bulk import.

Return Event

Expand
titleClick here to view details...

To update this event, you need to download the “Return Events“ ‘Return Events’ template. You can download the template by following the steps:

  1. Navigate to the Collection Protocols card and select a CP (if you want)

  2. From the CP-list-view page or participants-list-view page, click on “More” → Biospecimen Data.

  3. Select the records type as “Return Events“ click on ‘More’-> ‘Import Biospecimen Data (CSV’

  4. Select the record type ‘Return Events’ and download the template file.

  5. Add details and upload the file. The mentioned details will be updated.

You can edit the below-listed details:

  1. User

  2. Date and Time

  3. Comments

Note

Note: Return Event cannot be edited via UI.

You can refer to the wiki page for information on bulk import.

Distributed Event

Expand
titleClick here to view details...

To edit this event, go to the order, and click on “Edit'Edit'. “ The changes you make in the order will be reflected on in the specimen’s distributed event.

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You can edit the below-listed details:

  1. Order Name

  2. Requestor

  3. Comments

  4. Distribution/Execution Date

Shipment Shipped Event/Shipment Received Events

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titleClick here to view details...

To edit this event, you need to go to that particular shipment overview page → Click on “Edit“'Edit', and update.

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You can edit the below-listed details:

  1. Name

  2. Shipped Date and Received Date

  3. Sender and Receiver Comments

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Expand
titleClick here to view the steps...

  1. Refer to the Create/Edit Forms page and create a new form.

  2. Ensure that the form has a user and timestamp field named 'User' and 'Time.'

  3. Check the 'Show in Grid' option to see the user name, date, and time on the events list page.

Note

Note:

If the 'Show in Grid' is not selected, the User name, date, and time fields will not be visible on the events list page.

4. After the form is saved, click the 'Attach' icon beside the form in the forms list.

5. Attach the form to the 'Specimen Event' level.

6. This form will appear in the specimen events tab, and users can add, edit, query data under this.

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Expand
titleClick here to view the steps...

  1. Go to the queries list page and click on 'Create.' 

  2. Create a query using any filters and click on 'View Records' to get the list of records.

  3. Select the specimen rows or click on 'Select All' from the results page and click on 'Specimens' → 'Add/Edit Event'.

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4. On the 'Bulk event' screen, users can review the list of specimens selected in the previous step. And also, add new specimens to the list by entering specimen labels in the box provided. Click on 'Next' once done with the specimen list.

5. Select the desired action, event, mode, and click the 'Next' button.

6. Add or update the values for the fields. Click "Save" to save the event.

7. An event will be created for all the specimens selected in step 3, having details such as date, time, user, method, and comments.  

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  1. CP specimen list

  2. Container specimen list

  3. Cart specimen list

  4. Participant specimen list

  5. Visit & specimen pages

For example, Add a spun event to the specimens of a CP.

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Expand
titleClick here to view the steps...

  1. Select the specimens (from the specimens page or using a query) to which multiple events are to be added

  2. Click 'Actions' -> 'Add/Edit Event'

  3. Enter event details and click "Save and add more."

4. You will be redirected to the bulk events page. Select the new event, click Next, and enter the details. 

5. Repeat steps 3 and 4 until you are done adding events. Click "Save" once you are done.

6. Multiple events will get be created for all the selected specimens.

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