pgportal
Roles
Applicant
This is the standard role when creating a new account. An applicant is able to file transfer requests and to track its status. He can see only his own transfer requests.
Management
The management is the key role in processing the request. He performs the first checks, dispatches the request to the biobank and the ethics commission, and coordinates questions between all other roles.
Ethics
The ethics commission is involved in every transfer request and required to release it in terms of ethical regards.
Biobank Popgen
The biobank popgen will check, if the request can be fulfilled and will, when released by UAC successfully, provide data and/or biomaterial.
Head of UAC
The head of UAC needs to release the transfer request, before any data and/or biomaterial can be provided.
Workflow
A standard workflow requesting data and biomaterial from the biobank popgen looks like follows:
sequenceDiagram
participant Applicant
participant Management
participant Biobank
participant Ethics
participant Head of UAC
activate Applicant
Applicant->>Applicant: 1. File new request
Applicant->>Applicant: 2. Finalize & Validity Check
Applicant->>Management: 3. Sign and Upload PDF
deactivate Applicant
activate Management
opt Return to Applicant
Management->>Applicant: 4. Return
deactivate Management
activate Applicant
Applicant->>Management: 5. Resubmit
deactivate Applicant
activate Management
End
Management->>Biobank: 6. Complete? Then management-release
activate Biobank
Biobank->>Management: 7. biobank-release
deactivate Biobank
Management->>Ethics: 8. Mail to ethics
activate Ethics
Ethics->>Management: 9. Approval
deactivate Ethics
Management->>Head of UAC: 10. Request
deactivate Management
activate Head of UAC
Head of UAC->>Biobank: 11. Finally approve
deactivate Head of UAC
activate Biobank
Biobank->>Applicant: 12. Ship biomaterial
deactivate Biobank
Applicant->>Biobank: 13. Analysis results
activate Biobank
Biobank->>Applicant: 14. Results + Data
deactivate Biobank
- The applicant files a new request. It starts in draft state, in which it is only visible to the applicant and can be edited and saved freely.
- When the request is ready for submission, the applicant clicks "Finalize". At this point, several validations are performed and the applicant is alerted, if any fields are not filled sufficiently. Until all validations pass, the applicant can edit his request and then click "Finalize" again.
- After successfully finalizing the request, the request goes to state "signable". The applicant is required to print out a condensed application form, sign it and upload the signed form in the portal. The upload is accepted only when the barcode of the application form can be read successfully. On success the request goes to state "signed" and will be processed by management. When experiencing any trouble on uploading the signed form, please contact us by mail.
- [Optional] The management is able to return the request to the applicant, when it requires a thorough revision to be accepted.
- [Optional] When the request is send back to the applicant, he has to revise it and the resubmit the request.
- Management will check the request and when satisfied, release it for further checks by the biobanks.
- The biobanks might approve the request. Alternatively, they contact management.
- Management will mail the request towards the ethics commission.
- The ethics commission might approve or reject the request.
- When all approvals from the previous steps are given, the request is automatically passed to the UAC (use and access committee).
- The head of UAC needs to release the request for sending out data and/or biomaterial.
- [Optional] The biobank will send the biomaterial to the applicant.
- [Optional] After analyzing the biomaterial, the applicant sends the results back for merging with supplement data.
- The biobank will merge the data and send an anonymized data file back to the applicant.
Permissions
The following describes, which user role is able to see which content.
Index page
- Applicant: Own transfer requests.
- Management, Biobank, Ethics, Head of UAC: All transfer requests except draft state.
Questions
- All users can read questions initiated by themselves. They can also answer to them.
- Questions can usually be addressed towards management only. Management can send questions to every role.
- Questions addressed towards the applicant role are addressed only to the applicant itself. Questions towards any other role can be read and answered by any member.
This means that management needs to coordinate and relay all questions and answers.
Activities
- Applicant: Only date and titles, but not the user name and not the description.
- All other roles: everything.
Thus, internal remarks can be put in the description field.
Attachments
- Applicant: Only attachments created by himself.
- All other roles: everything.
History
- Applicant: Not allowed.
- All other roles: everything.
Features
Mail to ethics
The mail to ethics feature will send an email to all users with the ethics role. Attachments are
- the full transfer request as pdf,
- all attachments with type "applicant form" (i.e. uploaded applicant forms with correct barcode),
- all attachments with type "ethics vote" (i.e. marked by the user to be of that type during upload).
Management is able to modify the attachment types beforehand.
Email Notifications
The notifications sent by the portal can be found here.