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This section provides an overview of the below topics:

  • Collection Protocols

  • Participant Page

  • Viewing Specimens

Click to expand each section, you may also click on images to expand

Collection Protocol

A Collection Protocol (CP) refers to the laboratory-specific study or project to which participants are registered. Your homepage may have 1 or more collection protocols listed depending upon the number of studies you have access to.

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titleLearning about a CP
  1. From the left navigation panel or home page, select a collection protocol from

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  1. your list of

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Participant Overview page

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  1. protocols

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  2. Once the protocol is selected, you are directed to the participant overview page

Participant Page

Once the protocol is selected, you are directed to the participant list view page

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titleExploring the Participant Page

Participant List view Page allows you to:

  1. View a list of all participants registered to this protocol.

    • The columns can be customized for each study

  2. Add participants

  3. Filter the list of Participants

    • On the right side

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    • of the screen you can filter the

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    • list to view only those participants in the study having the criteria you select such as ID, name, registration date, or age.

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From here, you may also add participants. The drop down menu found under “More” displays advanced features that will be covered in a different section.

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You may also select an individual partcipant by clicking the Participant Protocol ID to navigate to the participant overview page from which you can edit any available field.

  • Selecting multiple participants to edit is possible by checking the box on the left next to all participants.

  • Choosing 'Edit' will display a list of fields available to edit, however this menu only supports the ability to edit fields for which the value will be the same for all participants.

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Navigating Participants Demonstration Video

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titleClick here to watch..
Participants Information.mp4

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Navigating Participants, Demonstration Video:

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titleClick here to watch a short video.
Participants Information.mp4

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Viewing Specimens:

Once a CP has been selected you can view samples associated with that CP. Actions such as filtering, bulk or single editing may take place within the ‘view specimens’ menu, similar to the participant overview page.

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titleLearn more about viewing and editing samples
  • From the Participant Overview page, you may select to “View Specimens”

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  • When presented the list of specimens, to the right you may filter specimens by type, lineage, date, or other common criteria.

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  • After applying filters, you can select all or a subset of the samples of interest using the boxes on the left side

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  • Once selected, use the drop down arrow adjacent to “Actions” menu to record processing information. Or, use “Add to Cart” to easily find this group of samples later or share them with other users.

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  • To navigate back to the list of participants in the protocol, you can click on the CP name in the “breadcrumbs” navigation at the top left or click “View Participants”.

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Navigating Specimens, Demonstration Video:

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titleClick here to watch..
OS-Specimens-tutorial.mp4

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