Administrators can configure auto-allocations based on any specimen field via JSON. E.g. specimen quantity, type, etc.

Use cases:

Store 1 mL tube serum in one freezer versus 5 mL in another freezer.
Store the first nine aliquots in one freezer vs the last aliquot in the backup freezer

Below JSON code allocates specimens to different boxes based on the event label, quantity, specimen requirement code and container type

{
      "name": "auto-allocation",
      "data": {
        "rules": [
          {
            "criteria": "specimen.eventLabel == 'Baseline' && specimen.initialQty == 1 && specimen.type == 'Plasma' && ['EP01', 'LP01'].indexOf(specimen.reqCode) != -1", 
            "name": "ContainerType",
            "params": {
              "name": "-10G_Box"
            }
          },
          {
            "criteria": "specimen.initialQty == 0.1 && specimen.type == 'Serum' && ['S02', 'S03', 'S04'].indexOf(specimen.reqCode) != -1", 
            "name": "ContainerType",
            "params": {
              "name": "-10G_Box"
            }
          },
          {
            "criteria": "specimen.initialQty == 0.1 && specimen.type == 'Serum' && ['S18', 'S19'].indexOf(specimen.reqCode) != -1 && visit.site == 'USB Biobank'",
            "name": "ContainerType",
            "params": {
              "name": "-10R_Box"
            }
          }
        }
     }
  ]
}

In the screenshot below all the serum specimens with code S02 to S06 have assigned to box type 10G

Example use cases

Use Case	JSON Configuration

Use Case	JSON Configuration
Allocates specimens with codes S01, S02, and S03 to containers of type ‘-10S_Box’.	`{ "criteria": "specimen.type == 'Serum' && ['S01', 'S02', 'S03'].indexOf(specimen.reqCode) != -1", "name": "ContainerType", "params": { "name": "-10S_Box" } }`
Allocate all specimens with a requirement code containing R to ‘-10R_Box’ containers.	`{ "criteria": "specimen.reqCode.indexOf('R') != -1", "name": "ContainerType", "params": { "name": "-10R_Box" } }`
Allocate specimens with the requirement code U1 to '-10U_Box' containers.	`{ "criteria": "specimen.reqCode == ['U1']", "name": "ContainerType", "params": { "name": "-10U_Box" } }`

Auto-allocate based on custom field

You can auto-allocate the specimens to different containers based on a custom field

The user can set the default value for the custom field at the SR level.

Aliquot 1 has analysis_type set as ‘Genomics’.
Aliquot 2 has no value set for this field.
Please refer to this wiki page for more details.
On setting up the below JSON code, the specimens will be stored in the respective containers
If the analysis_type is Genomics then store the specimens in boxes with container type as ‘-80 Box 9x9’
If the analysis_type is not ‘Genomics’ then store the specimens in boxes with container type as ‘-20 Box’

[ {
  "name" : "auto-allocation",
  "view" : null,
  "ctrl" : null,
  "data" : {
    "rules" : [ {
      "criteria" : "specimen.extensionDetail.attrsMap.analysis_type == 'Genomics'",
      "name" : "ContainerType",
      "params" : {
        "name" : "-80 Box 9x9"
      }
    }, {
      "criteria" : "specimen.extensionDetail.attrsMap.analysis_type != 'Genomics'",
      "name" : "ContainerType",
      "params" : {
        "name" : "-20 Box"
      }
    } ]
  }
} ]

Advanced container auto-allocation

Auto-allocate based on custom field