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For a Collection Protocol to use kits, two types of configurations are needed, viz. Label format and Print, Supplies

Label format and Print settings

Setting Name

Importance

Label formats

All the tokens for visit, specimens levels that needs to be created as kits should not contain any participant related tokens

E.g. %PPI%, %PPI_UID(2)%, %PUID(1)%, etc.

Kit Labels

Kits will only be generated if this is Enabled

Specimen Print Settings

Set to “Pre-print” if you want to include in the kit. E.g. if the kit is going to contain only primary and aliquots, do not set Deravitives to “pre-print”.

Supply settings

Setting Name

Importance

Are supply barcodes used in visit names?

Set to “Yes”

Barcode Validation Mode

This option is used to validate barcodes when a visit or specimen is created.

Strict: An error is generated when the visit/specimen barcodes do not match the available supply item.

Relaxed: No error is generated when the visit/specimen barcodes do not match the available supply item.

Ideally this value should be set to “Strict” since CPs which use supplies module should not be using barcodes not created by OpenSpecimen.

Shipments → Receive Sites

This is used only if you are using the “Kit Shipment” feature. This indicates the site name which is going to recieve the kits.

Refer to the wiki page for more information on 'Kits Shipment'

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