Adding Specimen Requirements (SR)

Specimen requirement defines what specimens are expected to be collected and how they should be processed at each time point. E.g., Collect two whole blood specimens, process one into plasma, and the other into serum.

Click 'Add Specimen Requirements' and enter the required information.

Fields Description

Field Title	Mandatory?	Description

Field Title	Mandatory?	Description
Name	No	The user-friendly name for the requirement. (Used for display and query. E.g., Pre-op blood.)
Code	No	A short unique code that is used for auto-labeling specimens. e.g., WBEDTA stands for whole blood in EDTA
Stored in the repository?	No	Whether the specimen would be fully utilized in processing or stored in the repository, E.g., 'Whole blood' will be stored in aliquots. For setting up auto container allocation, refer to https://openspecimen.atlassian.net/wiki/x/KABLB
Sort Order (Number)	No	This field is used to decide the order of the specimen requirement(SR). By default, SRs appear in the order they were added by you. If you wish to reorder the sequence of SRs to accurately mimic the collection process, edit the SR, and assign new values to the sort order.
Collection Container	No	Type of container used for specimen collection.
Pre-barcoded Tube	No	Pre-barcoded Tube option indicates whether the tube/vial to store the anticipated specimen will be pre-barcoded or not. When the pre-barcoded tube option is enabled, barcodes will not be auto-generated. Users will have to manually specify the specimen barcode where the barcode format is set or not.
Default Custom field Values (v11.2)	No	Allows you to default specimen custom field values at the individual specimen requirement level.

Adding Derivatives and Aliquots

A derivative is the parent specimen's processed outcome (e.g., plasma or serum from blood), whereas an aliquot is the smaller portion of the parent specimen.

Click the dotted menu of the specimen and click 'Create Derivatives'
Enter the required information and click on Create Derivative
To add aliquots, follow the same steps and select 'Create Aliquots'

To create aliquot with 0 quantity, you need to ask the super admin to enable "Mandatory Aliquot Quantity" under the "Settings" card.

You can default values of custom fields for individual derivative and aliquot using code same as Participant Centric Collection Protocol | Adding Specimen Requirements (SR)