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Export
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/Import CP
A CP can be exported and imported from one instance of OpenSpecimen to another. E.g. QA server to production server.
Pre-requisites before importing a protocol from one server to another:
Users used as PI/coordinators exists
Sites associated to the protocol or used as default sites in events exists
User who is doing the import has sufficient access
If new dropdown values like specimen type, collection containers etc. are created to be used in the protocol, make sure those are imported as well
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Clone Collection Protocol
Clone CP
A CP can be cloned to make an exact copy on the same instance of OpenSpecimen. This will copy all the details, consents, events, requirements and settings. The administrator can change the name and create another similar protocol. This is useful if there is a similar study that is starting up and saves administrator time in setting up the protocol. Another use case of the clone feature is when you create a CP on the QA/Test server and have to move it to the production server.
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In version v5.2 onwards, the 'Clone' collection protocol option, clones the Collection Protocol along with the configured workflow. |
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Delete CP
Administrators who have the privilege to delete protocols can delete protocol from the main overview page. Click on 'Delete' to delete the collection protocol.
If participants and specimens are already registered under the protocol, the system warns and makes the user type 'DELETE ANYWAY' so that it is not deleted by mistake. This will delete the protocol with all data under it.
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Close
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CP
Administrators who have the privilege of close protocols can close the protocol from the main overview page. Click on 'Close' to close the collection protocol.
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The participants, visits, and specimens are cannot be added to the closed collection protocol. If the collection protocol no longer used then it can be closed.
The activity status of closed CP is 'Closed'.
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To reopen the collection protocol, go to the overview page of the closed collection protocol and click on 'Reopen'.
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Starring CP
From v6.3, it is possible for users to ‘star’ a protocol which they work on regularly. This is similar to a browser bookmark where users can mark the sites they visit frequently.
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This starring is login-specific. Each logged-in user can have her/his own list of starred collection protocols.
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The starred CPs can be unstarred by clicking again on the golden ‘star’ icon.