• 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.

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:

• Go to the project overview page. 

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

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

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

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 the '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.

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:

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

Example form XML file:

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:

<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:

//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:

Since Non-Specimen requests are not queryable. 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.

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: