Planned Primary Specimens

Use Case 1 &2 : User accidentally collected an incorrect specimen requirement from UI or bulk import and needs to map it to the correct one.

The user cannot update the specimen type for planned specimens via UI or bulk import, as they are linked to ‘Specimen Requirement’ in the CP. An error message will show: 'Specimen type <new type> does not match the requirement type <existing type>.’

Options to change the specimen type

Delete and recreate the specimen using the correct specimen requirement

Note: Using this option the labels wont remain the same. If same label is needed then temporarily remove format and use bulk import.

Select the incorrect specimen, and click on delete to remove the record
Then select the correct specimen to be collected and click on ‘Collect’

Move specimen from one requirement to other using bulk import (CSV) - Refer to wiki page for detailed steps
Make planned specimens as unplanned - Refer to wiki page for detailed steps

Use Case 3 & 4:

Protocol defined incorrectly - PI created an incorrect specimen requirement and users have collected specimens for this.
Changes in lab procedures - There were changes made to the lab procedure after the study went live and specimens were collected for few participants

To handle the above use cases follow steps mentioned below

Change the type of existing specimens using any of the options listed above.
It is suggested to correct the requirements rather than repeatedly change the collected specimens.
If specimens are collected, the system will prevent changes to the specimen type requirement.
Follow the steps mentioned below to fix the specimen requirement.

Close the specimen requirement with the incorrect type.
The closed requirement will not be visible to future participants and will not affect any existing collected specimens.
Create a new specimen requirement with the correct type. Moving forward, all collected specimens will be of the correct type.

Derivatives

For planned derivatives, you can use the options mentioned above. When moving the specimens make sure that the parent is not closed

Please note that changing the type of the derivative will change the aliquots type as well (if exists)

Aliquots

You cannot change the aliquot type directly, as it inherits its type from the parent (primary or derivative).

Use Case: User created aliquots as serum instead of plasma

Create a new parent with type plasma
Move the serum aliquots to the newly created plasma specimen by referring to this wiki pagehttps://openspecimen.atlassian.net/wiki/x/DgDj3w.
After moving the specimens will be of the type plasma.

Unplanned Specimens

There are no restrictions imposed on the unplanned specimens, you can edit the primary or derivative specimens to change the specimen type either via UI or bulk import. Changing the derivative type will automatically change the aliquot type(if exists).

How to Change Specimen's Type?

Planned Primary Specimens

Derivatives

Aliquots

Unplanned Specimens