There are some system events that are automatically created by the system during specimen processing. These events are:

• Transfer
• Received
• Collection
• Reserved
• Disposal
• Container Transfer
• Return
• Distribution
• Processing
• Shipment

Steps to edit the system events (New in v8.0):

Transfer Event: You can edit the below-listed details from the UI and bulk import:

1. User (Transferred By)

2. Date and Time (Transfer Time)

3. Comments

You can refer to the wiki page for information on bulk import.

Received Event: You can edit the below-listed details from the UI:

1. Quality

2. User

3. Date and Time

4. Comments

Collection Event: You can edit the below-listed details from the UI:

1. Collection Procedure

2. Collection Container

3. User

4. Date and Time

5. Comments

Reservation Event/Reservation Cancelled Event: You can edit the below-listed details:

1. User

2. Date and Time

3. Comments

Disposal Event: To update this event, you need to download the “Disposal Events“ template. You can download the template by following the steps:

1. Navigate to the Collection Protocols card and select a CP (if you want)

2. From the CP-list-view page or participants-list-view page, click on “More” → Biospecimen Data.

3. Select the records type as “Disposal Events“ and download the template file.

4. Add details and upload the file. The mentioned details will be updated.

You can edit the below-listed details:

1. User

2. Date and Time

3. Comments

4. Reason

You can refer to the wiki page for information on bulk import.

Container Transfer Event: To update this event, you need to download the “Container Transfer Events“ template. You can download the template by following the steps:

1. Navigate to the Collection Protocols card and select a CP (if you want)

2. From the CP-list-view page or participants-list-view page, click on “More” → Biospecimen Data.

3. Select the records type as “Container Transfer Events“ and download the template file.

4. Add details and upload the file. The mentioned details will be updated.

You can edit the below-listed details:

1. User

2. Date and Time

3. Reason

You can refer to the wiki page for information on bulk import.

Return Event: To update this event, you need to download the “Return Events“ template. You can download the template by following the steps:

1. Navigate to the Collection Protocols card and select a CP (if you want)

2. From the CP-list-view page or participants-list-view page, click on “More” → Biospecimen Data.

3. Select the records type as “Return Events“ and download the template file.

4. Add details and upload the file. The mentioned details will be updated.

You can edit the below-listed details:

1. User

2. Date and Time

3. Comments

You can refer to the wiki page for information on bulk import.

Distributed Event: To edit this event, go to the order, click on “Edit. “ The changes you make in the order will be reflected on the specimen’s distributed event.

You can edit the below-listed details:

1. Order Name

2. Requestor

3. Comments

4. Distribution/Execution Date

Shipment Shipped Event/Shipment Received Events: To edit this event, you need to go to that particular shipment overview page → Click on “Edit“ and update.

You can edit the below-listed details:

1. Name

2. Shipped Date and Received Date

3. Sender and Receiver Comments

1. Refer to Forms(Before v8.0) page and create a new form.
2. Ensure that the form has a user and timestamp field with the name as 'User' and 'Time.'
3. Check the checkbox for the field 'Show in Grid' to see the user name, date, and time on the events list page.

4. After the form is saved, click the 'Attach' icon beside the form in the forms list

5. Attach the form to the 'Event' level

6. This form will appear in the specimen events tab, and users can add, edit, query data under this.

1. Go to the queries list page and click on 'Create.' 
2. Create a query using any filters and click on 'View Records' to get the list of records.
3. Select the specimen rows or click on 'Select All' from the results page and click on 'Specimens' → 'Add/Edit Event'.

4. On the 'Bulk event' screen, users can review the list of specimens that were selected in the previous step. And also, add new specimens to the list by entering specimen labels in the box provided. Click on 'Next' once done with the specimen list.

5. Select the desired action, event, mode, and click the 'Next' button.

6. Add or update the values for the fields. Click "Save" to save the event.

7. An event will be created for all the specimens selected in step 3, having details such as date, time, user, method, and comments.  

1. Navigate to the specimen list page of a CP.
2. Use filters on the right side to search for the specimens for which events are to be added.
3. Select the specimens and click on 'Actions' -> 'Add/Edit Event'.

4. Enter further details to add/edit event data and click on 'Save.'

1. Select the specimens (from the specimens page or using a query) to which multiple events are to be added
2. Click 'Actions' -> 'Add/Edit Event'
3. Enter event details and click "Save and add more."

4. You will be redirected to the bulk events page. Select the new event, click Next, and enter the details. 

5. Repeat steps 3 and 4 until you are done adding events. Click "Save" once you are done.

6. Multiple events will get created for all the selected specimens.