Administrative Data

Users

Type

Type of user.

• Super Administrator

• Institute Administrator

• Contact

• Regular

Last Name

Last name of the user.

First Name

First Name of the User.

Email Address

The email address of the user.

Phone number

Phone number.

Domain Name

By default, this is an openspecimen to support normal logins. If the system is integrated with LDAP, then the domain can be selected based on that.

openspecimen

Login Name

Login name of the user.

Institute

Institute name to which the user is associated.

Primary Site

The primary site user belongs to. This is just for information and is not used to assign any privileges to the user. (Available in the version before v8.1)

Time Zone

Time zone of the user.

Manage forms?

Indicates whether the user can access custom forms or not.

• Yes

• No

Disable notification

Indicates whether the email notification for the user will be on or off.

• Yes

• No

Address

Address of the user.

API User?

Indicates whether the user can access OpenSpecimen APIs

• Yes

• No

Role

Defines user role according to which the privileges get assigned within one or more sites. A role can also be restricted to one or more collection protocols within the site.

Default Roles:

• Administrator

• Coordinator

• Principal Investigator

• Researcher

• Technician

• Tissue Banker

Institutes

Name

Name of the Institution (Overarching authoritative entity).

Sites

Institute

Institute name to which the site is associated.

Name

Name of the physical location (Biobank, repository, or hospital).

Code

Shortcode, which can be used in container name generation.

Type

The function of the site. It could be for collection, storage, experimentation, etc.

• Collection Site

• Repository

• Laboratory

• Not Specified

• Not applicable

Coordinators

Coordinators name.

Address

Address of the site.

Container Types

Name

Name of the container type.

Name Format

Indicates the naming/labeling format of the container.

Dimensions

Dimensions of the container

• Rows

• Columns

Position labeling

Indicates position labeling of the container.

• Linear

• Row and Column

Labeling scheme

Labeling rows and columns

• Numbers

• Alphabetic Upper Case

• Alphabetic Lower Case

• Roman Upper Case

• Roman Lower Case

Position assignment

Indicates how the specimens will be placed in the container.

Temperature (Celsius)

The temperature of the container.

Store specimen?

Indicates whether the container will hold specimens or not.

• Yes

• No

Can hold

Indicates whether the current container will hold any other container.

Containers

Create

Type of container User wants to create.

• Single Container

• Multiple Containers

• Container Hierarchy

Number of containers

The number of containers to be created.

Used for

Usage of Container.

• Storage

• Distribution

Type

Name of Container Type.

Name

Name of the container.

Barcode

Parent Site

The site to which the container will belong.

Parent Container

The site with which the container is associated.

Select parent container if creating child container.

Dimensionless?

Indicates if the container will have dimensions or not.

• Yes

• No

Dimensions

The number of rows and number of columns.

Approximate capacity

The capacity of the container to hold specimens.

Position labeling

Indicates how specimen labeling should be done.

• Linear

• Row and Column

Position assignment

Indicates how the specimens will be placed in the container.

Labeling scheme

Labeling rows and columns.

• Numbers

• Alphabetic Upper Case

• Alphabetic Lower Case

• Roman Upper Case

• Roman Lower Case

Temperature (Celsius)

The temperature of the current type of storage container.

Stores Specimens

This indicates at which level the specimens will be stored like a box.

• Yes

• No

Display in Map

Indicated what label type should be displayed for a specimen.

• Specimen Label

• Specimen Barcode

• PPID

Collection Protocol

Restrict to store specimens from specific collection protocols.

Specimen Types

Restrict specimen types to be stored in the container.

Collection Protocol

Sites

Sites with which the collection protocol is associated.

Site Code Information

Code of Site

Title

Title of the protocol.

Short Title

Short title of the protocol. This will be displayed on all data entry pages.

Code

Collection Protocol Code. Usually used to generate Participants Ids.

Principal Investigator

User will be assigned PI role, which gets read access to all protocol data.

Protocol Coordinators

User will be assigned coordinator role, who gets all access to all protocol data.

Start/End Date

Start date and end date of the collection protocol based on which protocol expiry reports are sent.

Ethics Approval/ IRB ID

IRB ID assigned by the review board.

Type

Type of Collection protocol

• Participant Centric

• Specimen Centric

'Expected Registrations'

Number of Participants Anticipated to get registered in the protocol

SOP Document URL

Standard operating procedure document link.

SOP Document file

Standard operating procedure document file.

Store SPR's

Indicates whether to store surgical pathology reports or not.

• Yes

• No

• Use system Settings

Extract Text from SPR PDF Docs?

Indicates whether to Extract Text from SPR PDF Documents or not.

• Yes

• No

Participant Protocol Identifier Format

Allows setting PPI format according to which PPI of the future participants will be generated on registration.

Visit Name Format

Specimen Label Format

The format in which the specimen label will be created.

Derivative Label Format

Aliquot Label Format

User inputs allowed

Manual inputs for labels.