Create and Manage Cases

1.

From the Cases tab, select Create New Case.

2.

Select a Test.

3.

[Optional] Specify the following case parameters:

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Case ID—Custom case ID. Enter a case ID or use the ID generated by TruSight Software. Case ID text is converted to all uppercase letters.

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Case Manager—The case manager assigned to the case.

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Client—The client associated with the case. Selecting a client enables options to specify delivery options. For information about creating clients, see Manage Clients.

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Tag—Custom tags for the case.

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Case Summary—A description of the case.

4.

Specify the subject and sample metadata. For more information, see Subject Info.

6.

[Optional] In the Comments field, add additional information about the case. Comments are visible to case managers but do not appear on the report.

7.

[Optional] Select Add Attachment to attach a file. The maximum file size is 45 MB.

8.

Select one of the following options to save a case.

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Save—Assigns the case number and saves the case as new. You can return to the case to add or edit information before the case is submitted.

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Submit—Assigns the case number and saves the case as In Progress. The interpretation workflow is initiated and the case is available for case managers to work on. Subject information cannot be edited when the case status is In Progress.

9.

To edit information after the case has been saved, select Edit Subject Info.

Modify a case to correct subject information or FASTQ data, and then resubmit the case to perform secondary analysis and QC using the amended data.

Correct errors in your subject data, such as mismatches in reported sex or pedigree by amending the subject data or removing the subject from the case. Add FASTQ files to increase coverage or use the CLI tool to remove failed files and then link the case to the new FASTQ files.

The audit log records the time and user name associated with the case amendment.

1.

From the QC Metrics tab, select Modify Case.

2.

[Optional] If you are replacing FASTQ data, use the Command-Line Interface to delete FASTQ files you want to exclude from the case.

3.

Select Edit Subject Info, and then perform any of the following actions.

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Link a new FASTQ file to a subject.

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Remove a subject.

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Edit subject details.

4.

Select Submit.

The case is submitted for processing.

Users with Lab Director access can close cases. Closing a case moves the case to a final, read-only state. Interpretation and case modification are disabled, the case is marked as inactive, and the case cannot be reopened.

Completed cases with reports can be closed.

1.

From the Subject Info page, select Close Case.

Inactivate a case to cache it in storage without closing it. Interpretation is disabled until the case is reactivated.

Cases with the following statuses can be deactivated: Ready for Review, Ready for Interpretation, Reports Available.

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To inactivate a case, select Inactivate in the Status column of the cases list.

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To activate a case, select Activate in the Status column of the cases list.

Add case data to CaseLog for comparison with samples sharing similar phenotypes. Cases with status of Ready for Interpretation or any subsequent status can be added .

For more information about CaseLog, see CaseLog.

1.

Navigate to the list of In Progress or Complete cases on the Cases tab.

2.

In the CaseLog column for the case, select Add Case.

Case data are added and the CaseLog column status is changed to Case Added.

Users with Lab Director access can cancel and delete cases. Canceling a case removes all case and subject data. Deleting a case removes all case files and data. Cases that are complete cannot be canceled.

1.

To cancel a case, select Cancel Case from the drop-down menu on the Subject Info tab.

2.

To delete a case, select Delete Case from the drop-down menu on the Subject Info tab.