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Overview

In longitudinal protocols, the SOP for specimen collection is predefined. E.g., time point, type of specimens, quantity, and processing steps can be defined in the collection protocolcollections, specific time-points for collection, specimen requirements, and processing details are defined at the start of the study. The planned collection workflow of OpenSpecimen allows you to define study calendars and define an SOP of the study.

While these specimens are "expected" to be collected for each participant in some cases, there might be "deviations" like:

  1. The participant missed the whole event

  2. Repeat visit for the same visit

  3. Some specimens are not collected

  4. Some specimens are partially collected

  5. Additional specimens are collected

such deviations can be handled during specimen collection.

Prerequisites

Refer to this page on how to define a longitudinal collection protocol.

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The specimen collection button is available in many places to minimize the number of clicks.

  1. Add participant

  2. Add visit

  3. Participant and visit overview pages

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Collecting Specimens from “Add Participant” page.

Collecting Specimens from “Visit Overview” page.

Note

From v5.1, the ‘Collect’ button will appear only after selecting at least one pending specimen from the specimen tree


Collecting Specimens

  1. This page displays the specimens defined in the Collection Protocols.
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  2. You can remove specimens that are not collected, change the quantity, set collection/to receive details.

  3. Click Submit.

Info

You can configure additional fields to collect data using JSON configuration. Refer to Customize screensScreens & Workflows (JSON) for more details.

Deviations

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titleClick here to view the steps...

Change the number of aliquots:

  1. If labels autogenerated: Click on the dotted menu to change the number of aliquots and click on 'Ok.'
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  2. If the label is not auto-generated: Enter additional labels comma-separated. In the below example, the protocol is defined to have three aliquots, but by entering or scanning four labels, it creates four aliquots.

Change the status of the specimen:

  1. Click on 'Status' drop-down to change the status (Collected/Missed/Pending) of the specimen

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Change the quantity per aliquot:

  1. Click on the ‘Quantity’ field and update the value

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  2. Click on ‘Submit’ once updated the values.

  3. The ‘Available Quantity’ for parent specimen will be updated based on the total quantity of direct aliquots created under it.

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Missed Visits or Specimens

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  1. Missed Visit: Select 'Missed Collection' from the 'Status' drop-down and select the reason for missed collection and click 'Create.'

2. Missed Specimens: Similarly, you can also create specimens with status “Missed Collection".

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