Co-enrolling a primary specimen

Co-enrolling is the process of associating a primary specimen with more than one visit or protocol.

About this task

A participant may be participating in two different protocols at the same time, and a single primary specimen might be collected to meet the needs of a visit from each protocol.

You can also co-enroll a primary specimen to move it between visits. This might happen, for example, if you selected the wrong visit for the primary specimen, and you want to move it to the correct visit rather than deleting it.

Note: If a specimen is co-enrolled in a local project and a government project, when shipping specimens for the government project, information about the co-enrollment will not be included in the shipment.

Procedure

  1. In the menu bar, click Specimen Management.
  2. Local the specimen to be co-enrolled.
    Use filters from the left side of the screen to narrow down the participants that are displayed.
  3. Click the down arrow next to the Edit button to the right of the primary to be co-enrolled, and then click Manage enrollments.

    Figure: The Edit button for a primary


    Screen image: The edit primary menu

    The Manage Enrollments window will open.

    Figure: The Manage Enrollments window. (1) Add a blank enrollment row, (2) Enrollments for this primary specimen, (3) Details for currently selected enrollments, (4) Save changes to currently selected enrollment, (5) All aliquots derived from this primary, including all enrollments



  4. Click the Add Enrollment button.
  5. Select the blank row created in the previous step by clicking on it.
  6. Fill in the information in the Selected Enrollment section for the new enrollment.
  7. Click Update.
    The information for the enrollment will be updated in the list of enrollments.
  8. At the bottom of the window, click Save.