Introduction

We are happy to announce that v8.1 is ready for download! This release includes some important bug fixes and enhancements requested by customers.

New features include:

Specimen Collection Workflow for Clinic Coordinators
Specimen Recieve workflow for lab staff
Configure screens based on role
Specimen collection & Distribution PDF manifests
User groups
Colour coding in container map view
New Field: Specimen availability status
Form: Edit control types
Audit Form edits
eConsents plugin enhancements
OpenClinica plugin enhancements
Project Tracker plugin enhancements

Download

Version	Link	Questions
Enterprise	Contact support team	support@krishagni.com
Community	Source Code GitHub link	forums.openspecimen.org

Software/Hardware requirements

Review this page before attempting to upgrade for any changes: Software/Hardware Requirements.

User Groups

Allows you to create groups of users of same institute to easily assign print rules and share carts & queries.

Custom Forms Enhancements

Reported by: University of Pittsburgh & Murdoch Children's Research Institute

Below are some enhancements added to the redesigned forms module:

Edit control types: Change form fields from dropdown to radio button or text field, checkbox to multi-select field etc.
Form audits: All changes to forms like add, edit, delete and changes in form associations are audited.
Placing forms fields in same row and edit these at anytime.

For more details, refer to Forms & Custom Fields.

Role-based display of fields

Reported by: Washington University & University of Cyprus

In previous versions, only PHI fields could be hidden for certain user roles. But there are use cases where non-PHI fields need to be hidden for specific user roles. For e.g., storage location field from clinicians or nurses. Since these users' role is to collect primary specimens, it is irrelevant to show the storage location field to them. In order to support this, in v8.1 admins can configure workflow JSONS to hide fields based on user roles.

Refer to 'Role-based display of fields' for more details.

Color coding in container map view

Reported by: University of Auckland, Murdoch Children's Research Institute & others

The container map displays a graphical overview of what specimens are stored in it. To visualize this map better, you now have an option to configure different colors based on specimen types.

Configuration of these colors can be done using the dropdown manager. For more details, refer to 'Color Coding in Container Map View'.

Specimen collection & order manifests

Manifests can now be generated during specimen collection and distribution. Format and content of the PDF file can be configured at either protocol level or system level.

For more details, refer to Manifests (PDF).

Coordinator workflow for specimen collection

Reported by: Washington University

During specimen collection, based on the role of the user, you can show or hide fields based on the workflow.

Configure specimen collection page to display fields based on logged in user. For e.g., when nurses collect the specimens, storage location field is irrelevant. So this can be hidden for coordinators(e.g. nurses) like below.

Configure the collection and received event fields as required. For e.g. hide received event when specimens are collected by coordinators.
Default values for the event fields as required, for e.g. default collection date to current date or leave it blank.

Refer to <https://openspecimen.atlassian.net/wiki/x/dABNiQ> for more details.

Receive specimens workflow

Reported by: Washington University & University of Cyprus

If the users who are marking the specimens as collected vs received in OpenSpecimen are different, this workflow can be split into two different steps. For e.g. coordinators(e.g. nurses) can mark the specimens as collected leaving out the details of received event. Once the specimens are received in the lab, the users at the lab can scan the labels and mark the specimens as received along with details such as received date, quality, and provide a new label if required.

For more details, refer to <https://openspecimen.atlassian.net/wiki/x/egCHi>

Specimen availability status

A new field has been introduced to determine the availability of the specimen. This is calculated based on activity status and collection status values of the specimen. You can search based on this field in list view filters and query filters. Different colored icons can be configured to indicate the different status of the specimen.

Refer to Specimen Status for more details.

Project tracker plugin enhancements

Reported by: Washington University

Below are some of the enhancements implemented in project tracker plugin:

Ability to download the request manifest PDF. The manifest format/template can be specified either at the project level or at the system level.
Ability to put the request "On Hold".
Filters to allow users to search for requests by their IDs, creation, start and end date ranges.
Ability to move requests between projects of the same site.

eConsent plugin enhancements

Reported by: University of Miami

Below are some of the enhancements implemented in eConsents plugin:

Mobile app support for eConsents
Support different header and footer for consent documents per collection protocol

For more details, refer to Configure consent PDF and <TBD>

Bugs & Enhancements

Below are some other fixes implemented in v8.1:

Description	Reported by
Forgot pwd link should work for locked and expired users too	Multiple centers
Email admins when there is unsuccessful login attempt	Multiple centers
Support for REDCap datetime fields synching	University of Cyprus
Send email when impersonated as another user	None
Update form data based on PPID, visit name or specimen label instead of form record ID	National University Hospital, Singapore
New specimen label token - %PRIMARY_SPEC_COUNTER%	University of Pittsburgh
Clone print rules	University of Basel
Containers: Specimen list view and filters should be configurable	Multiple centers
Specimen label is not mandatory for 'Missed' and 'Not collected' specimens	Baylor College of Medicine

All Improvements and Bugs

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key	summary	reporting center

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