How to lock/unlock participant fields?

OpenSpecimen allows locking of participant fields when participant details coming from multiple sources like EPIC, RedCap etc. In such cases, you might want to make sure that data in OpenSpecimen is presented only in read-only mode.

Below are the steps to configure the fields which user wants to lock:

• Look for "Settings→Biospecimen→ System Workflows"
• Click on the highlighted portion below to download the current JSON file.

• Open system-workflows.json in any text editor of choice

• At the end of the file, add below section:

      {
          "name": "locked-fields",
          "data": {
              "participant": {
                "<External data source name>": [
                    "cpr.participant.firstName",
                    "cpr.participant.lastName",
                    "cpr.participant.middleName",
                    "cpr.participant.birthDate",
                    "cpr.participant.gender",
                    "cpr.participant.pmis",
                    "cpr.participant.ethnicity",
                    "cpr.participant.races",
                    "cpr.participant.empi",
                    "cpr.participant.vitalStatus",
                    "cpr.participant.deathDate"
                ]
              }
          }
      }
  
  
  Note: Please replace '<External data source name>' with the actual name of the source as configured. E.g. EPIC.

• After the changes, the system workflow JSON will look like the attached file
• Upload the updated JSON file at "Settings→Biospecimen→ System Workflows"
• Test that the locking of fields is done properly based on the "external data source name".