Versions Compared

Version Old Version 1 New Version Current
Changes made by

Divya Prabhu (Unlicensed)

Prayuja Teli (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You can select specimens from the request and perform bulk operations on the specimens, e.g., edit, delete, create aliquotsliquors, etc. For more details, refer to Bulk Operations On Specimens.

...

Expand
titleExport...

To export this CSV file, go to the request list page and click 'Export'. The file would have all the necessary details of the requests like Request ID, Project, Requestor, Billing PI, Creation Date, Start Date, End Date, Approved By, Approval Date, Screening Notes, Assigned To, Specimens, and Status. A copy of the export record would also be sent by email to the project admin and principal investigator.

Example file:

View file
nameInvalid file id - bbce8312-1313-4a15-ac4d-185d274277a3

...

Expand
titleSteps to archive project...

  • Go to the project overview page. 

  • Click the 'Archive' button from the top panel:

  • Provide the reason for archival and click 'Archive':

User Privileges

...

...

User Roles 

...

Create services and Project users for a site

...

Super Admin or Institute Admin

...

Create/Edit Project 

...

Any user having access to the biobank (site). User should assign himself/herself as a PI or collaborator.

...

Approve/Reject Project 

...

Super Admin or Institute Admin

...

Create/Edit Requests

...

Super Admin or Institute Admin

...

Approve/Reject Requests 

...

Super Admin or Institute Admin

...

Change Status of Services 

...

Super Admin or Institute Admin

...

Complete or abort a request 

...

Super Admin or Institute Admin

...

Archive a request 

...

Any user having access to the biobank (site). User should assign himself/herself as a PI or collaborator.

...

Complete or archive a project 

...

Super Admin or Institute Admin

Add Custom Fields to Projects/Requests

Expand
titleSteps...

To record additional information while creating projects and requests, you can attach the custom form to both project and request levellevels.

Project level Request Form

  • Navigate to the Project → Create/Edit → Custom Fields Form → Once Project is created → Click on ‘Custom Fields’ button → Select the form that you wish to see while creating requests. You can create this form via the 'Forms' tab. Refer to 'Forms' for more details. 

Image RemovedImage AddedImage Added

  • Once the form is selected and project is approved. Create ‘Request’ using ‘Create request’ button. As you can see, the Custom field: 'Specimen Addition Details’ on create page. 

Image RemovedImage Added

System level Request Form

  • Navigate to the 'Forms' → Create a form → Attach it at the ‘Service Request Custom Field’ level. Refer to 'Forms' for more details. 

  • In the below image, you can see the custom field which is part of the form attached to the 'Service Request Custom Field’ level.

If no form is associated to the Project Custom Fields Form level, then the system uses the form attached at the ‘Service Request Custom Field’ level. 

Display Custom Fields based on value of other fields

You can display the custom fields based on certain default fields within a project or request.

Expand

Example 1: Display ‘Source of Materials' and 'Human Subject Source Location' only if the site is 'Tissue Procurement Core’.

Source of Materials and Human Subject Source Location: Custom fields at Project Custom Fields level

Services Site: A default field at the Project level

Code:

Code Block
languagexml
<showWhen><![CDATA[$extendedObj.site = "Tissue Procurement Core"]]></showWhen>
Image AddedImage Added

Example form XML file:

View file
nameMainProjectForm.xml

Example 2: Display ‘IRB Protocol #' only if the project site is 'Tissue Procurement Core’.

IRB Protocol #: Custom field at Service Request Custom Fields level

Code:

Code Block
languagexml
<showWhen><![CDATA[$extendedObj.$project.site = "Tissue Procurement Core"]]></showWhen>

Example 3: Display ‘IRB Protocol Title' only if the billing PI is Divya Prabhu.

IRB Protocol Title: Custom field at Service Request Custom Fields level

Codes:

Code Block
languagexml
//Option 1:
<showWhen><![CDATA[$extendedObj.billingPi.loginName = "divya.prabhu"]]></showWhen>

//Option 2:
<showWhen><![CDATA[$extendedObj.billingPi.firstName = "Divya" and $extendedObj.billingPi.lastName = "Prabhu"]]></showWhen>

//Option 3:
<showWhen><![CDATA[$extendedObj.billingPi.emailAddress = "divya@krishagni.com"]]></showWhen>

Example form XML file:

View file
namemainProjectRequestForm1.xml

Show Non-Specimen Requests (v10.0)

Expand
titleSteps...

Since Non-Specimen Requests requests are not query ablequeryable. You can use the 'Show requests without specimens' feature from request list view. 

  • Navigate to the Project → View Requests → Search → Show requests without specimens. The requests which have no specimens added in the request are shown if you check the ‘Show requests without specimens’ checkbox. 

  • On request list view the requests shows the number of specimens added in that request as below.

  • You can export the report of these requests on filtering using 'Export' button. Attached CSVs for reference.

Display In Progress tasks per request (v10.0)

Expand
titleIn Progress tasks in a request...

To view all the 'In Progress' tasks for requests, you can navigate to the requests list view page. All the in progress tasks will be displayed as below:

Image Added