When new groups intend to use OpenSpecimen, it is recommended that their setup is first done on the test server for verification and training. This includes setting up their user accounts, sites, studies, forms, freezers, etc. Once the setup is ready to go live, OpenSpecimen allows admins to move the administrative setups from test to production easily.
This page will guide you in moving the setup from the test server to the production server step-wise.
If there were any changes made in dropdown values like specimen types, collection containers, etc, make sure this is moved first.
Only Super Admins can modify values via the dropdown manager.
Only Super Admins can modify values via the dropdown manager.
Refer to https://openspecimen.atlassian.net/wiki/x/bYDEAw for more details on how to modify dropdown values.
Navigate to 'Institutes'. If there is only one institute, you can create it manually. For two or more institutes, you can use bulk import. Follow the steps:
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Navigate to 'Sites'. If there is only one site, you can create it manually. For two or more sites, you can use bulk import. Follow the steps:
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Make sure you have added all the consent statements required for the CP. Refer to the wiki page for more details.
Importing CP definition to the production server will also import CP events, label formats, and CP workflow (if any). Importing CP definition to the production server will also import CP events, label formats, and CP workflow (if any). |
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