Move Specimens from Cart to Request
You can also create a request for the selected specimens from the cart.
Select the specimens from the cart and click 'Actions' → 'Service Requests'.
Select an existing project or create a new project and submit it for approval.
If you select an existing project, you can add specimens to:
An existing request OR
Create a new request and submit it for approval.
Bulk Operations on Request Specimens
You can select specimens from the request and perform bulk operations on the specimens, e.g., edit, delete, create aliquots, etc. For more details, refer to Bulk Operations On Specimens.
Export Records
OpenSpecimen allows you to export 'Requests Record' of a project.
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 export record would also be sent by email to project admin and principal investigator.
Example file:
Archive Project
Once all the requests in the project are completed and the project is no more in use, you can 'Archive' the project. The data of the archived project can be viewed and queried, however, the project can no longer be used to create requests.
Go to the project overview page.
Click the 'Archive' button from the top panel:
Provide the reason for archival and click 'Archive':
User Privileges
Task | 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
To record additional information while creating projects and requests, you can attach custom form to both project and request level.
Project level Request Form
Navigate to the Project → Create/Edit → Custom Fields Form → Select the form that you wish to see while creating requests. You can create this form via 'Forms' tab. Refer to 'Forms' for more details.
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.
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.
Show Non-Specimen Requests (v10.0)
Since Non-Specimen Requests are not query able. 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.