This chapter describes how to log into the OpenSpecimen and use general functions available in OpenSpecimen. This chapter includes the following topics.
Self Registration
To create a user account in OpenSpecimen -
- Click the Sign Up button on the home page.
- Enter the necessary details and click 'Sign up'.
- Once signed up, an email is sent to the administrator to review and approve the user.
- The user will get an email notification once the user is approved.
Roles
Visit Roles & Privileges to learn more.
Feedback and Reporting Problems
Click on the 
icon at the top of the page to open a feedback form.
Navigation Menu
Click the 
icon on the top-left of the page to open the menu.
Keyword Search
The quick search box in the middle of the top bar allows you to search different types of records using their unique identifiers, e.g., specimen label/barcode, participant PPID, name, CP title, shipment title, etc. Refer Keyword/Global Search for more details.
Access Help Pages
Most pages have a 'Help' button to access the help pages for that module.
Customize Help Pages
If you have your own help pages developed for your local use, you can configure OpenSpecimen to go those pages instead of the global user manual. As a super admin, go to the "Settings" tab, and you will find options to configure the help links.
Which version of OpenSpecimen am I using?
Click the
icon at the top-right of any page and click 'About OpenSpecimen' to display the version details.
Home Page (New in v8.0)
On the new home page design, you can add your favorite CPs, carts, and so on to see them at the top of the list. You can also add/remove and increase the width of the widget on your home page screen.
Add/Remove Widgets
- To add/remove widgets, click on the 'Widget' button present at the top-right corner.
- Uncheck or check the checkboxes to add/remove the required widget.
Supported widgets on the home page:
- Collection Protocols
- Carts
- Containers
- Queries
- Distribution Protocols
- Orders
- Shipments
- Survey Collection Protocols
- Projects
Increase/Decrease Width of Widget
- To increase/decrease any widget width, click on the 'Widget' button present at the top-right corner.
- Click on the 'Width' dropdown and select any width you want from the available range.
Search
You can search for your required CPs, carts, queries, and so on from the home page itself within the widget.
- Click on the search icon next to the particular widget and type in the name.
Expand Widget
You can expand the widget by clicking on the expand icon.
