101.2 Navigate a Collection Protocol

Owned by Ashley O'Connor
Last updated: Oct 18, 2023 by Alyssa Hill
3 min read

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.

  1. From the left navigation panel or home page, select a collection protocol from your list of protocols

    Home Page Example

  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

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

 

 

Navigating Participants, Demonstration Video:

 

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.

  • From the Participant Overview page, you may select to “View Specimens”

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

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

  • 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.

 

  • 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”.

Navigating Specimens, Demonstration Video:

 

Return to Table of Contents

CTSI BMIC Help Center https://ctsi.utah.edu/cores-and-services/bmic