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| Data | Prerequisite Data | Notes | By whom |
|---|---|---|---|
| Institute | None | Super admin | |
| Roles | None | Review default roles and check if you wish to customize it based on local needs | Super admin |
| Custom Form | None | Create custom forms if you need to collect extra information | Super admin |
| Users | Institutes | Super admin, Administrators, Anyone with "user add" privilege | |
| Sites | Institutes, Sites, Users | After creating a collection protocol you can go back to edit users to give role on the Site. | Super admin, Administrators, Anyone with "site add" privilege |
| Collection Protocols (CP) | Sites, Users | After creating a collection protocol you can go back to edit users to give role on the CP. | Super admin, Administrators, Anyone with "CP add" privilege |
| Containers | Sites, Users, CPs | Super admin, Administrators, Anyone with "Container add" privilege | |
| Distribution protocols (DP) | Sites, Users | Ignore if you do no plan to distribute specimens to researchers | Super admin, Administrators, Anyone with "DP add" privileg |