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Manifests (PDF)
Introduction
Manifests are PDF files that can be downloaded or printed after specimen collection, distribution, or shipment. It gives detailed information about the specimens and processing activities performed on them. The manifests can be configured based on protocol/distribution/project needs either at each individual level or system level.
Types of Manifest
The three types of manifest supported in OpenSpecimen are:
Specimen Collection Manifest
Order or Distribution Manifest
Request Manifest
Specimen Collection Manifest
Since the processing techniques vary, generating protocol-specific manifests should be possible. It can contain any data related to specimen, visit, or participant - including custom fields.
A clinic coordinator who has reading access to the visit can download a “Specimen Collection Manifest” from the participant’s visit page.
Default Specimen Manifest PDF
Distribution or Order Manifest
It is possible to configure the distribution manifests either at the distribution or system level. The order manifest can be downloaded from the Order overview page.
Request Manifest
Similarly, it is possible to configure the request manifest either at the project or system level. The request manifest can be downloaded from the request overview page.
Prerequisites
Before you start working on the manifest, Please make sure that HTML file format is accepted by OpenSpecimen for import. If this is not true, you will receive an error while uploading the manifest template as shown below:
Steps to add the HTML file format
Manifest HTML Templates
Manifest HTML Templates are customizable HTML files that are uploaded into the OpenSpecimen at the system or protocol/distribution/project level to generate a custom Manifest PDF. Based on your requirement you can add or remove fields, modify the specimen table, generate barcode/QR code, style and add texts, etc
Export Manifest Template
You can also export the manifest template from the system setting as well as individual protocol/distribution/project level.
Steps to export the default Manifest template
Steps to export protocol/distribution/project specific template
Import Manifest Template
You can also import the manifest template at the system setting as well as individual protocol/distribution/project level. At the system level, the template will be applicable across all the protocols/distributions/projects available in OpenSpecimen whereas at the protocol/distribution/project level it will be specific to them. The manifest template at the individual level overwrites the system level configuration.
Steps to import Manifest Template at system
Steps to import protocol/distribution/project specific template
Downloading Manifest PDF
Steps to download manifest pdf for a visit/order/request
Customizing Manifest Template
Based on your requirement you can add or remove fields, modify the specimen table, generate barcode/QR code, style and add texts, etc
Before configuring the manifest, it is good to have a backup file of the working manifest template.
The system-level template will be used when no template is configured at the CP level.
Add default fields on the specimen table
Add custom fields on the specimen table
Delete Manifest Template
You can only delete the protocol/distribution/project specific template from their respective level. You cannot delete the default manifest template attached to the system’s setting.
Steps to delete protocol/distribution/project specific template
Supported Fields
Specimen manifest
Specimen Manifest Supported Fields
Order manifest
Order Manifest Supported Fields
FAQ
1. Would it be possible to escape all special characters within a text at once?
Ans: From OpenSpecimen v10.x, special characters are skilled automatically in default manifest templates. However, for earlier versions, you can use CDATA.to avoid the overhead of escaping each special character
Syntax
<![CDATA[Statement]]>
Example:
2. Does the Order manifest support specimen custom or participant registration fields?
No. Order manifest doesn’t support specimen custom or participant registration fields such as (External Suj ID).
We suggest using the order report option where the user attaches a custom query with required fields to your Distribution protocol and generates a report for orders under it. Additional Distribution Features | Report
3. Would it be possible to page break or start a new page?
Ans: Yes. Please add the following HTML wherever you want a page break or a new page should be started.
Syntax
<div style="page-break-after:always"></div>
Example:
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