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  1. The costs of collection/processing/storage need to be defined at collection level. Click on 'Collection Protocols' and select CP of interest to view details.
  2. Once in the CP detail view page click on 'Financials' to start setting up cost for each service.

  3. Click on 'Add Services' and fill out the information according to the table below. User should be able to add multiple services to the table by clicking on 'Add Services'.


    Column

    Datatype

    Description

    Specimen Type

    String

    Type of sample (e.g. blood, serum, tissue,etc)

    Lineage

    String

    New, Derivative, Aliquot

    Collection Container

    String

    Serum separator tube, Vacutainer Tube, Cryovials, Straw, etc

    Service

    String

    Collection or Storage

    Duration

    String

    Units of duration i.e. is the price per day, week, month, or year

    Note: This might not needed and the price could be always per month to make the feature simple.

    Cost Per Unit

    Integer

    Cost of service per number of sample


  4. Notes:
    1. We can also consider given default rates at the system level which can then be customized at each CP level. 
    2. We can also consider given a button to "Copy for a different CP" to copy the rates in one go.

    Generating Reports

  1. Once all the rates have been finalized, click on 'Generate Report' 
  2. Provide the duration for the report and click on 'Download'.


Sample CSV File:

Column Name

Datatype

Description

CP Short Title

String

 

Date

Date

 Date of report generation

Specimen Type

String

 

Lineage

String

 

Collection Container

String

 

Number of samples

Integer

 

Type of serviceStringCollection or storage

Unit Price

Integer

 

Total Cost

Integer

 

...