Introduction

A specimen cart is like a picklist and helps do bulk operations on the specimens like processing an order received from a researcher, adding child specimens, or entering processing data in bulk, etc.

Cart List View

The cart list view has the "View My Default Cart" button, which is available to navigate to the default cart.

You can type '$$' in the search bar to search for default carts.

When any user creates their default cart (i.e., add specimens to their default cart), it is visible to Super Admins.

Create

You can create a cart of the specimens by scanning or manually entering the specimen labels. Navigate to 'Carts' → Click on 'Create'.

Add Specimens

Specimens can be added to the cart from multiple pages listed below. Select the specimens and click on the 'Add to Cart' button, create a new cart or use the existing one.

Specimen or visit summary page.
Specimens view of the specific protocol.
Query results.
Specimens view of a specific container.
Specimens view of specific participants.

Cart Operations

You can perform any cart-related operations. Click on the 'More' button and select the option to be performed.

You can use this option to change the name and description of the cart, share the cart with other users or delete the cart. From v10.0 onwards any user having access to specimens can use these options to share the cart with users of other institutes. When a cart is shared with users and user groups of other institutes, then specimens of only those CPs are visible, which is common for the institutes.

You cannot delete the 'Default' carts

Include Child Specimens

You can include all the child specimens of the parent present in the cart.

Export Specimens Report

You can download the report of the specimen's cart into a CSV file by choosing the 'Download Report' option. Refer to the wiki page for more details.

Remove Specimens

You can remove specimens from the cart by selecting them and clicking 'Remove from cart'. This will not delete the specimens from OpenSpecimen, and it will only remove them from the cart.

Specimen Digest Notification

From v10.0 onwards, users having access to the carts will be notified with a specimen digest mail. The digest mail will be sent via a schedule job after a specimen is added to the cart.

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To receive the notification users having access to the specimen cart can check the digest check box.

Once enabled, the cart owner/creator, shared users, shared group users will receive mail as per the interval set in the job. The job interval can be set either minutely, hourly, daily, weekly, or monthly.
The digest email includes the count of new specimens added to the cart, grouped by the collaborators and collection protocol.

Bulk Operations

You can perform multiple operations on specimens in bulk. For more details, refer to the wiki page.

Cart Folders (v9.1)

Sharing of multiple carts with multiple users is onerous. This features allows you to create a folder with multiple carts which can then be shared with multiple user groups. Refer the wiki page for more details.