Bulk Operations On Specimens

In OpenSpecimen, you can access the specimen from different pages. The user can select multiple specimens and can perform below operations.

On the query results page, all the specimen operations are present under the 'Specimens' button.

Bulk Edit

Earlier, the bulk edit feature was limited to a few fields. v7.0 onwards, you can edit any field, including any custom fields.

Note

For aliquots, some of the fields are copied from the parent specimen (anatomic site, pathology status, laterality). Changing the value of these fields for the parent specimen will automatically change them for child specimens as well.

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  1. Go to any page where the specimen “Actions” button is displayed.
  2. Select one or more specimens from the list by checking the checkbox.
  3. Click on “Actions” > “Edit”.

  4. From the “Select Field” dropdown, select the specimen field to be updated.

  5. Enter the value of the field.

  6. For editing the other fields, repeat steps 4 and 5. Click on ‘Update’ once done.

  7. If you want to erase the previous value and update it to blank, do not enter anything in the value box. Click 'Update'.

  8. A pop-up appears for confirmation. Click ‘Yes’ to proceed.

The basic bulk edit of specimens is supported in the Community Edition. However, the above feature to edit multiple specimen custom fields etc.  is only present in the Enterprise Edition. 

Other actions

Similarly, you can do the following operations for multiple specimens in one-go:

  1. Print labels
  2. Delete
  3. Close
  4. Distribute
  5. Reserve
  6. Ship
  7. Create Aliquots
  8. Create Derivatives
  9. Add/ Edit event
  10. Transfer
  11. Retrieve
  12. Service Request (available only if Project plugin)
  13. Request