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SPARCCatalog User Guide (v3.
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12.
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1)
Module URL: sparc.(hosting address)/catalog_manager
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SPARCCatalog has four groups which users can be assigned: Super Users, Catalog Managers, Service Providers, and Fulfillment Providers. Please find more detailed user right matrix of the different types of users here.
Super Users are configured within the SPARCCatalog module and have the ability to see all requests and can edit such requests in SPARCDashboard & SPARCFulfillment per assigned hierarchical structure. There are also four additional rights tied to Super Users that when selected allows them to Hold Emails, see Empty Protocols (i.e. Protocols without any requests), serve as a Billing Manager (access to Invoicing flag within SPARCFufillment), and Allow Credit (ability to forfeit charges). Super Users also have the ability to access the SPARCReport module.
Catalog Managers are configured within the SPARCCatalog module and have the ability to make changes within the assigned organizational hierarchical structure. There is also an additional right tied to Catalog Managers that when selected allows them to Edit Historical Pricing.
Service providers are configured within the SPARCCatalog at a split/notify organization and receive system generated request emails from SPARCRequest. These providers also have access to process requests in SPARCDashboard. Within the Service Provider rights section you have the option to make up to three listed users the primary contact, or hold the automated emails that are sent to the service providers by clicking the appropriate boxes. At least one service provider is required on each split/notify organization, for the system notifications to work properly.
Fulfillment users (clinical providers) are configured within the SPARCCatalog at a split/notify organization. The "Fulfillment" tag must be selected in order to enable the SPARCFulfillment module. These providers also have access to fulfill requests in SPARCFulfillment. Users can also be given the ability to manage research participants in Fulfillment by giving them the ‘Patient Registrar’ right.
All four rights are managed in SPARCCatalog. To add a new user, simply enter their name, email, or NetID in the search box to begin the search. If your Catalog Manager will be managing the entire institution’s catalog, this right would be given at the Institution level. Catalog Manager and Super User rights can be added at any organizational level (i.e. Institution, Provider, Program, Core). Once users are added as a Catalog at the parent level for Catalog Managers and Super Users, they can no longer be added (or need to be added) at the Child level.
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In addition, there is a special group of users, identified as Overlords, which can be set up from database on identities table (identities.catalog_overlord). Overlords have specific rights to create institutions, and have additional rights to pricing maps.
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Submission Emails: The SPARCCatalog module has the ability to send out “submission” Emails. If a group email (For Example, lab@institution.com) is listed in the Submission Email section in the provider, program, or core levels, those who have access to group email will receive the system-generated email when requests are submitted or deleted. Submission emails are not required.
Status Options | Submission Emails | Fulfillment Rights | Surveys |
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Single Service Landing
There is a Shareable Link to each individual service located at the service level in SPARCCatalog. The "Copy Link" button next to the individual services' URL will allow Catalog Managers to send links to a specific services to SPARC Users.
This link will take you to SPARCRequest with the specific service displayed, with the description already showing and the drop down side menus unfolded appropriately.
SPARCCatalog Service View | SPARCRequest View |
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Pricing Setups
A pricing setup is where Catalog Managers can define a percent of fee to be applied to service rates by a given funding source (federal, corporate, other, member).
Pricing setups can only be created at the provider, program, and core levels. Once a Catalog Manager clicks “Add Pricing Setup,”all the required fields (with an asterisk next to them), such as display and effective dates, need to be filled in before saving. Specified Catalog Managers with "Can Edit Historical Pricing" rights can update any field in an existing pricing setup.
There are seven types of funding sources (i.e., College, Federal, Industry, Investigator, Internal, Foundation, Unfunded Student Research) that can be mapped to 4 different levels of rates (i.e., Federal Rate, Industry Rate, Other Rate, and Member Rate) in a pricing setup, to meet the needs of flexible logic-driven pricing based on funding situations.
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For example, if an assay needs to be bundled every 40 samples to be processed, the Unit Factor would be set to be 40 for pricing calculation. So when a user request for 10 samples, they must purchase all 40 sample in that bundle.
Automatic Pricing Adjustment
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For example: if all lab pricing is increasing by 5% on July 1, 2018, Catalog Managers can utilize this functionality to make the 5% pricing change instead of adjusting each laboratory service pricing map. Note that display and effective dates must not equal existing pricing map dates and cannot fall before a given pricing map date. Automatic pricing adjustments also allows for decreases in pricing by simply entering a (-) negative percent of change.
Status Options
In the “Status Options” section, Catalog Managers can select all statuses, either under the Provider, Program, and/or Core levels, depending on where the split/notify is selected. Catalog Managerscan decide to use Default Statuses (Awaiting Requester Response, Complete, Draft, Get a Cost Estimate, In Process, On Hold, and Submitted) or to select a list of desired statuses from the Status Options. In either case, Draft, Get a Cost Estimate, and Submitted are default to be selected (and can not be removed), because these 3 statuses are essential ones used by the system.
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