BSI User Group 2019 Conference

Feedback from the 2019 BSI Users Group Conference

We've compiled a list of all the feedback, questions, and suggestions we received at the conference. Thank you for taking the time to help us improve BSI!  Our response to each item we have fully reviewed are available below. Each week we will post the responses for new items we have reviewed.

Fields can be hidden or shown using templates. A template can be applied in data entry batches. If there is already a template for the study that is used for adding samples, it can also be used for modifying samples. Upon batch creation, select the template to use. Additionally the template can be selected within the batch. For users who only work in one study, there is a Default Modify Batch user preference (User Profile/Preferences/Data Entry). The template from the preference will automatically be selected for each new Modify batch.


Thanks for this feedback. For your workflow, do you need to have the batches set to “Batch Owner Only”? We are able to change the default to batches to “Anyone in my Repository/Institution” instead and this will allow users within your repository and with the appropriate permissions to update the batch. Please let us know if this would work for you.

Currently, discrepancy alerts are pushed upon save. If you don’t want the discrepancy emails to be sent out as discrepancies are added, the current method to accomplish this is to turn off notifications for discrepancies, and then send out an email with the discrepancies when ready. Then send the errors (or discrepancies) from the shipment editor or a user defined report output to the collection center. Discrepancy notifications can be turned off via User Preferences and preferences can be set for users in User Configuration templates.

An update to functionality would be required to have a setting or review of discrepancies built into a shipment before the email notifications are sent out.

Scanners can be programmed to have a carriage return. There is usually a manual that comes with the scanner (or is available online) that will contain the programming barcodes. Scanning these will set up the scanner to move to the next spot; it will likely be called a carriage return.

In the Templates, Labels, and Reports managers folders can be created for study or repository (or any other category). These items can be saved in the proper folders. Additionally there is a default template path user preference for data entry and shipments. Users can also select a preferred printer and default label specification. As for all user preferences, preferences can be set for users in User Configuration templates.


Data Entry batches – For new Add and Modify batches that are created from a RMB (locations or reports) the default template from your user preferences is what we use. If there are any required fields, the batch properties will open before proceeding to the data entry editor.

Requisitions – If there are any Requisition Property Templates (RPT), the user will be presented with those options and then see the requisition properties that are displayed based on the template. There is a system preference to turn on the display of RPT when creating a requisition from a RMB click, if you would like to check if this is turned on for your database please contact BSI Tech Support.

If no Requisition Property Templates are defined but there are required fields, those required fields will be displayed.

Without using RPTs we would need to explore new functionality to display the requisition properties when using a shortcut to create a requisition.

There is a system preference that determines the session timeout time. Contact BSI Tech Support to update this setting.

If the launcher is taking too long to download, please contact Tech Support so that we can acquire more details and look into the issue.

We have noticed that moving to the BSI Launcher has helped reduce mouse clicks when launching BSI from a Mac for our SSO customers. If this does not help limit the clicks for your database, please reach out so we can discuss more.

We currently have the ability to transition all date fields to a different format, like one specified above. However, we do not have the ability to change the date format for some fields but not others. Please let us know if you would like more information on how to change the default date format for your database.

Vial and Sample fields can be displayed in the Box Layout and Box Contents.

Box Layout — the fields displayed in the box layout can be updated in user preferences: User preferences/Locations/Data Displayed in Box Layout Cells.Locations_user_preferences.png

Box Contents — on the locations manager while viewing Box Contents, right-click on a column header and select Hide/Show Columns. Move columns to the Displayed Fields section and press OK. Right-click on Box Contents to save the view.Box_contents_menu.png

We need some more information about this request. How would the tasks be split? Is this based on users who should complete the tasks, actions that should be completed for some vials and not others, or a more granular tracking of completed tasks?

Requisition Task Templates can assign the tasks based on specified criteria. Additionally, a Generic task can be used to represent part of an action. In practice, a task called “Prepare for Shipment” (a renamed “Generic” type task) can be completed before a “Ship” task is completed.

There is a user preference in the Requisitions section called “Show Requisition Task Data Details”. This will show the task order next to the task status.Requisitions_user_preferences.pngTask_information.png

On Engage there are a few places where fields begin populating as the user is typing. First, a character field (such as the keyword or any user-entered text field) will often remember previously typed text strings; this is common on web pages.

Another place where values begin to filter out as the user is typing is in a choice field. As a user is entering data for a new requisition, study, or shipment, they can type into the field and the drop down values begin to filter. The user can continue to type their value or select from the shortening list of values.

In the client search editor, the list of values will filter out as the user types. This only applies to choice fields.

Please let us know if there are other places it would be nice to see the values filter as the user is typing in text.

A semi-colon can be used to separate ranges. An example is to search for specimens collected in January or July of 2019 add criteria or Date Drawn = 01/01/2019-01/31/2019; 06/01/2019-06/30/2019. If there are additional criteria, then using an OR search is best (for example, serum samples collected in January OR DNA samples collected in June). Separate the ‘or’ criteria by adding multiple Search panes/tabs in the report editor.


If a field is normalized or linked to a code list, then any text case can be used while searching. For text fields that are not normalized, there is a search operator that can be used to ignore case. It is shown as =^ (equals ignore case). To use this, simply select the operator and then enter your text. For example, searching for Current Label =^ ABC123 will return a specimen with Current Label of AbC13, abc123, ABC123, and so on.

Relative date searches can be used to search on a general time frame (e.g. Last Month or in the last n days), or date ranges can be used to search for a window of time (e.g. 10/10/19-10/14/19).

In order to stay HIPPA compliant and adhere to our policies on PHI/PII, we have to record any user that is viewing subject data stored in BSI. Since subject data can be included in a monitor report which are sent via e-mail (and to possibly non-BSI users), this has the potential to violate these policies. This is why we have limited monitor reports to be created only by IMS personnel who can ensure subject data is not included in the report.

Data entry templates can be created to accomplish this task. In the template, set a field’s value to “N/A” and then hide the field. The value will be applied to specimens created using that template. The templates can also be named and organized by Study.

We are in the process of adding Brady I5100 to the list of available printers. Keep an eye on the release notes for more information about when this will be released.

In the meantime, you can still select Brady IP300 as the printer type to print with the I5100. Selecting IP300 will allow for printing on either Brady printer (IP300 or I5100).

This was an interesting idea that we have not heard before. Currently, database owners can send us the information that they would want displayed on their news and we are happy to add it for that database.

Thank you for this recommendation and we will keep it in mind for the future.