Before you start registering participants and collecting specimens, you need to setup the users, sites, roles, protocols etc. This page describes the steps you need to perform to setup the OpenSpecimen's "administrative" data.
Some of the tasks here can only be performed by an user having "super administrator" role. |
| Data | Prerequisite Data | Notes | By whom |
|---|---|---|---|
| Institute | None | Super admin | |
| Roles | None | Review default roles and check if you wish to customize it based on local needs | Super admin |
| Custom Form | None | Create custom forms if you need to collect extra information | Super admin |
| Users | Institutes | Super admin, Administrators, Anyone with "user add" privilege | |
| Sites | Institutes, Sites, Users | After creating a collection protocol you can go back to edit users to give role on the Site. | Super admin |
| Collection Protocols (CP) | Sites, Users | After creating a collection protocol you can go back to edit users to give role on the CP. | Super admin, Administrators, Anyone with "CP add" privilege |
| Containers | Sites, Users, CPs | Super admin, Administrators, Anyone with "Container add" privilege | |
| Distribution protocols (DP) | Sites, Users | Ignore if you do no plan to distribute specimens to researchers | Super admin |