1 Waiting Queue and Performing Workflow
2 Download
3 Archive
4 Search
5 Exporting workflow from one instance and importing to another

Waiting Queue and Performing Workflow

You will be able to view only those workflows that you have access to.

Click on the navigation menu and select ‘Workflows’:

Click on 'Waiting Queue':

Select specimens from the same workflow and click on 'Start':

Search for selective specimens

To search for specimens based on workflow, type, barcodes, or labels, you can use the filters available on the page:

The 'Specimen Labels/Barcodes (CSV)' is a multi-select field; you can scan multiple labels/barcodes there. See below:

Select specimens and process

You can select multiple specimens that belong to the same workflow and start processing them:

You cannot select specimens from different workflows together.
Once you click on 'Start', the specimens are removed from the waiting queue.

Scanning specimen labels/barcodes to start a batch

Navigate to ‘Workflows’:

Click on ‘Create’ and select your workflow:

Starting a workflow starts by scanning or entering the specimen labels as shown below:

Based on the workflow, you can perform the tasks one by one:

Email Notifications

All the regular users who can access the workflow and start processing specimens will be notified of the count of specimens in the waiting queue via email if the "notifUserGroups" section is not configured in your workflow.json file.
Starting v10.0, if you configure the "notifUserGroups" section, the 'Workflow waiting queue items digest' emails will be only sent to the users who are a part of that user group that is/are added to your workflow(s).

Create a user group that you wish to use in your workflow.
Add this group’s name to your workflow.json as below:

"notifUserGroups" : [ {
        "name": "Team Leaders 1"
      }, {
        "name": "Team Leaders 2"
      } ]

"notifUserGroups" : [ ],

Example workflow.json file:

Switch Batch and New Batch (v10.0)

When you keep the blood tubes for clotting or centrifugation, it takes a few minutes. In the meantime, instead of waiting, you can easily switch to another existing batch or start a new batch.

When you start a new batch, you will see a button, 'Switch Batch'. You need to click on it and enter either a batch name, workflow title or specimen label/barcode.

Now, you can process the specimens in the selected batch simultaneously without having to switch browser tabs.
To navigate to the batches list view page, click on 'View All Batches':

Click on the 'New Batch' button:

Search for the workflow by workflow name OR specimen label:

Scan specimen labels /barcodes and click on 'Add':

To navigate to the waiting queue, click on 'View Waiting Queue':

View previous task details in read-only mode (v10.1)

In most of your regular workflows, you might set certain values to default to commonly used parameters based on the highest possible value or frequently used value. Every so often, the end-users tend to hit the submit button without cross-checking what value is available on the screen, or they mistakenly add an incorrect value. To avoid navigation to various tabs to view what data is entered in the previous tasks, we have implemented this feature. This will allow you to navigate between current tasks and previous tasks easily.

Download

To download the workflow JSON, click on the download button from the workflows list view page:

Search

You can search for workflow based on the activity status and workflow name:

Exporting workflow from one instance and importing to another

When you create a workflow on your test server and wish to move it to the production server, you need to make some changes.

OpenSpecimen

Workflow Features