1 Introduction
2 System Events
- 2.1 Edit System Events
  - 2.1.1 Received Event
  - 2.1.2 Collection Event
  - 2.1.3 Reservation Event/Reservation Cancelled Event
  - 2.1.4 Disposal Event
  - 2.1.5 Container Transfer Event
  - 2.1.6 Return Event
  - 2.1.7 Distributed Event
  - 2.1.8 Shipment Shipped Event/Shipment Received Events
3 Create New Event
4 Difference between Form and Event
5 Add/Edit Event Data from Query
6 Add/Edit Event Data from Other Pages
7 Add Multiple Events to Specimens

Introduction

OpenSpecimen allows tracking of the specimen lifecycle with the help of events. An event always has a date-time and user fields to indicate when the event occurred and who did it. The events are displayed on the specimen page in reverse chronological order.

System Events

The system automatically creates some events during specimen processing. These events are:

Received
Collection
Transfer
Reserved
Disposal
Container Transfer
Return
Distribution
Processing
Shipment

Note:

The form definition of these events are not editable.
System Events can be edited to some extent (New in v8.0).

In addition to the automatically generated system events, OpenSpecimen is shipped with some additional specimen events:

Frozen Event
Thaw Event
Spun Event
Review Event
Procedure Event

Note: These events can be edited to suit your specific requirements.

Edit System Events

Received Event

You can edit the received event fields from UI and bulk import.

Case 1: Edit 'Received Event' for the individual specimen

Click on the edit icon for the received event

You can edit the below-listed details from the UI for individual specimens or multiple specimens.
1. Quality
2. User
3. Date and Time
4. Comments

Case 2: Edit 'Received Event' for multiple specimens

Refer to the Receive Specimens | Using Bulk Import page for more details.

Collection Event

You can edit the collection event fields from the UI

Edit 'Collection Event' for the individual specimen

Click on the edit icon for the collection event
You can edit the below details from the UI.
1. Collection Procedure
2. Collection Container
3. User
4. Date and Time
5. Comments

Note: Collection Events cannot be updated via bulk import.

Reservation Event/Reservation Cancelled Event

You can edit the reserved event fields from the bulk import

Edit 'Reservation Event' for multiple specimens

Reservation Event/Reservation Cancelled Event cannot be edited via UI.
Only these fields User, Date and Time, and Comments can be updated via bulk import.
You will have to mention the correct Event ID in the CSV file. You can refer to the wiki page for information on bulk import.

Disposal Event

To update this event, you need to download the ‘Disposal Events’ template. You can download the template by following the steps:

Navigate to the Collection Protocols list and click on ‘More’-> ‘Import Biospecimen Data (CSV’
Select the record type ‘Disposal Events’ from the dropdown.
Add details and upload the file. The mentioned details will be updated.

You can edit the below-listed details:

User
Date and Time
Comments
Reason

Note: You cannot edit disposal events via UI.

You can refer to the wiki page for information on bulk import.

Container Transfer Event

To update this event, you need to download the ‘Container Transfer Events’ template. You can download the template by following the steps:

Navigate to the Collection Protocols card and click on ‘More’-> ‘Import Biospecimen Data (CSV’
Select the record type ‘Container Transfer Events’ from the dropdown.
Add details and upload the file. The mentioned details will be updated.

You can edit the below-listed details:

User
Date and Time
Reason

You can refer to the wiki page for information on bulk import.

Return Event

Distributed Event

Shipment Shipped Event/Shipment Received Events

OpenSpecimen is also shipped with a few other events like:

Frozen event
Thaw event
Spun event
Review events
Procedure event

The form definition of these events is editable.

Create New Event

You can also create new custom events using the custom forms feature.

Difference between Form and Event

The event should have a "User" and "Datetime" fields mandatorily.
All events are displayed on the specimen page in the right-hand side panel.

Add/Edit Event Data from Query

You can query specimens using the query interface and add/edit event data from the results page.

Add/Edit Event Data from Other Pages

OpenSpecimen allows you to add specimen event data in bulk. The "Action" button now available on all specimen pages allows you to add/edit the event data in bulk quickly via UI from the below-listed pages:

CP specimen list
Container specimen list
Cart specimen list
Participant specimen list
Visit & specimen pages

For example, Add a spun event to the specimens of a CP.

Add Multiple Events to Specimens

Sometimes you need to add multiple events for a set of specimens. It would take many clicks in older versions since you need to go back and select the specimens again. "Save and Add More" allows you to create multiple events for the same set of specimens.

Specimen Events