Org Users Projects¶

The CoRA application is structured around the concept of organization, users and projects. What does this mean for you? CoRA was designed to be used by both organizations and single users. Organizations can be government organizations, non-profits, universities or any entity that deals with the identification of missing persons, or segregation of human remains. Single users could be any single individual who wants to use CoRA for their own project (although this is rarely the case), a use case might be for university students of forensic anthropology.

erDiagram
  ORG ||--o{ PROJECT : has
  ORG {
    string name
    string description
    string acronym
  }
  PROJECT ||--|{ SPECIMEN : contains
  PROJECT {
    string name
    string description
  }
  SPECIMEN {
    id bone
    string side
  }
  ORG }|--|{ USER : belongsTo
  USER {
    string name
    id role
  }
  USER }|..|{ PROJECT : assignedTo

Organizations¶

Organizations or simply "Orgs" in CoRA is a top level container. Orgs will usually have Users and Projects and Org Administrators can create these users and projects within that org and most importantly assign users to projects. The org administrator is also responsible to managing and updating the org profile which are attributes and settings that apply to all projects and users as well can control settings within CoRA.

Users¶

Users in CoRA belong to a org and user accounts are created are typically assigned to projects by the org administrator. Anyone who uses CoRA must have a user account and must be assigned a role (such as org administrator, anthropologist, dna analyst, isotope analyst, dentist, historian, etc). Each role provide a specific level of authorization to features within CoRA. The users are responsible for managing and updating their user profile which are attributes that can control user settings within CoRA.

Projects¶

Projects in CoRA is a container that holds specimens. In CoRA specimens must belong to a project and projects themselves belong to an org. Project attributes and settings can be controlled and managed by the project manager who is typically an anthropologist who is also assigned to that project.

Org Administrator¶

Every Org must have an Org Administrator (Org Admin for short) who is one of the Users with a privileged role. The Org Admin has the ability to create and manage the Users, Projects, Accession, Instruments, Haplogroups etc. Users with the Org Administrator role will be presented with the Administration menu to perform these functions. Lets look at some of these functions

Click on Action

User Management¶

The Org Administrator has the ability to browse users list, create and manage the users along with the ability to assign users to projects. The user management screen provides a data table of all the users with information such as Name, Role, Email, Cell Phone, Active Status, Country, Language, Time Zone, IP Address, Last Activity, etc. The users list will be initially sorted on the user name and email. The data table also has an "Actions" column with buttons to reset the password, reset in-activity lock and edit the user record.

Tip

You can edit the user by clicking the user name link.
The column visibility will allow you to add more columns/details to the data table list.
The Search box can be used to search any details in the data table list.

Create User¶

On the user management screen, click the Create button/icon to create a new user. Navigation to the user Management screen is shown below.

The Create button opens a dialog box to prompt to create a new user. Enter the information for the new user record, including the the "Role" field. Various user roles can be selected such as Org Admin, Anthropologist, Manager, DNA Analyst, Historian, Isotope Analyst. Intern, etc. Once all information is entered, click "Save", and a success message “User successfully added” will appear at the top.

Attributes	Data Type	Size	Validation Rule	Required/Optional
First Name	String	32 chars	contains letters	Required
Last Name	String	32 chars	contains letters and dash	Required
Email	String	255 chars	max 255, unique	Required
Role	Id		valid option via dropdown	Required (Default Anthropologist)
Active Status	Boolean		true/false toggle	Required (Default Active)
Cell phone	String	32 chars	contains numbers and dash	Optional
Alternate phone	String	32 chars	contains numbers and dash	Optional
Password	String	64 chars	min 10, at least 1 letter, 1 cap, 1 number, 1 special	Required
Confirm Password	String	64 chars	min 10, at least 1 letter, 1 cap, 1 number, 1 special	Required

Note

Users will be able to change their password once they have logged in. Ensure to check the Active box so that the user account is active and the user can login.

Note

After the user has been created the Org Administrator must assign that user to at least one project.

Edit User¶

To edit an existing users information, simply click on the Name and the edit dialog box will open for editing the existing user information. The following fields are available for update, click "Save" when finished editing, or "Close" to cancel the changes.

Attributes	Data Type	Size	Validation Rule	Required/Optional
First Name	String	32 chars	contains letters	Required
Last Name	String	32 chars	contains letters and dash	Required
Last Name	String	32 chars	contains letters and dash	Optional
Email	String	255 chars	max 255, unique	Required
Active Status	Boolean		true/false toggle	Required (Default Active)
Role	Id		valid option via dropdown	Required (Default Anthropologist)
Cell phone	String	32 chars	contains numbers and dash	Optional
Alternate phone	String	32 chars	contains numbers and dash	Optional
Country	String		valid option via dropdown	Required (Default United Stated)
Language	String		valid option via dropdown	Required (Default English)
Timezone	String		valid option via dropdown	Required (Default UTC-06:00 Chicago)
Instruments	Id		valid options via dropdown	Optional
Projects	Id		valid options via dropdown	Required (at least one)
API Token	String	255 chars	valid token string	Optional/Required for API

Batch Edit Users¶

The user management screen allows for batch editing of multiple user records. This can be useful to administrators for passwords resets, change user active status flag, etc. To batch edit, select multiple users by clicking on the boxes to the left of their names, this will show the "Actions" menu in the top-left menu, select the Actions > Batch Edit menu.

In the popup, For example, type the new password twice to set and confirm, then click on reset password in the popup.

User Access¶

If a user has too many incorrect login attempts, the user will be unable to log in for the lockout period. Currently, the number of incorrect login attempts is set to 3, and the lockout period is 10 minutes.

If a user is inactive for too many days (configured by organization), their account will be suspended, and a lock icon will appear next to their last activity date in the User Management screen. The default value for inactive days resulting in suspension is 60 days.

To reactivate their account, click on the Reset Inactivity Lock icon, an open the padlock, on the far right side of the user row.

To reactivate multiple accounts, select multiple users by clicking on the boxes to the left of their names. Then, select Actions in the top-left menu, then click on Batch Edit. In the popup, click on Reset Inactivity Lock.

Project Management¶

The Org Administrator has the ability to browse project list, create and manage the projects along with the ability to assign users to projects. The project management screen provides a data table of all the projects with information such as Name, Description, Manager, Start Date, Status and whether it is Public or not. The projects list will be initially sorted on the project name. The data table also has an "Actions" column with buttons to edit the project.

Tip

You can edit the project by clicking the project name link.
The column visibility will allow you to add more columns/details to the data table list.
The Search box can be used to search any details in the data table list.

Create Project¶

On the project management screen, click the Create button/icon to create a new project. Navigation to the project management screen is shown below.

The Create button opens a dialog box to prompt to create a new project. Enter the information for the new project record, including the the "Manager" field. Once all information is entered, click "Save", and a success message “Project successfully added” will appear at the top.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Name	String	255 chars	contains letters and numbers, min:3 and max:255	Required
Description	String	255 chars	contains letters and numbers	Required
Status	Id		valid option via dropdown	Required (Default Open)
Manager	Id		valid option via dropdown	Required
Geo latitude	Decimal		valid lat/long up to 7 decimal precision	Required
Geo Longitude	Decimal		valid lat/long up to 7 decimal precision	Required
Start Date	Date		valid date	Required
Public	Boolean		true/false toggle	Required (Default false)
Zones Auto Complete	Boolean		true/false toggle	Required (Default true)
Allow Users to Create Accessions	Boolean		true/false toggle	Required (Default true)
Uses Auto Incrementing Designator	Boolean		true/false toggle	Required (Default true)
Isotope Analysis	Boolean		true/false toggle	Required (Default false)
Slack Channel	String	255 chars	valid url	Optional

Warning

If the project is flagged as Public, your project will be visible to all. This option is rarely used and is only available in case you want to share your project with others not part of your organization.

Edit Project¶

To edit an existing projects information, simply click on the Name and the edit dialog box will open for editing the existing project information. The following fields are available for update, click "Save" when finished editing, or "Close" to cancel the changes.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Name	String	255 chars	contains letters and numbers, min:3 and max:255	Required
Description	String	255 chars	contains letters and numbers	Required
Status	Id		valid option via dropdown	Required (Default Open)
Manager	Id		valid option via dropdown	Required
Geo latitude	Decimal		valid lat/long up to 7 decimal precision	Required
Geo Longitude	Decimal		valid lat/long up to 7 decimal precision	Required
Start Date	Date		valid date	Required
Public	Boolean		true/false toggle	Required (Default false)
Slack Channel	String	255 chars	valid url	Optional
Zones Auto Complete	Boolean		true/false toggle	Required (Default true)
Allow Users to Create Accessions	Boolean		true/false toggle	Required (Default true)
Uses Auto Incrementing Designator	Boolean		true/false toggle	Required (Default true)
Isotope Analysis	Boolean		true/false toggle	Required (Default false)
Latest MCC Date*	Date		valid date	Optional
Assigned Users	Id		valid options via dropdown	Required (at least one)
Assigned Instruments	Id		valid options via dropdown	Optional

Accession Management¶

The Org Administrator has the ability to browse accession list, create and manage the accessions along with the ability to assign accessions to projects. The accession management screen provides a data table of all the accessions in the current project with information such as Project Name, Key, Number, Provenance 1, and Provenance 2. The accessions list will be initially sorted on the project name. The data table also has an "Actions" column with buttons to edit the accession.

Tip

You can edit the accession by clicking the accession key link.
The column visibility will allow you to add more columns/details to the data table list.
The Search box can be used to search any details in the data table list.

Create Accession¶

On the accession management screen, click the Create button/icon to create a new accession. Navigation to the accession management screen is shown below.

The Create button opens a dialog box to prompt to create a new accession. Enter the information for the new accession record, the "Project" field is defaulted to current project. Once all information is entered, click "Save", and a success message Accession successfully added” will appear at the top.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Project	Id		valid option via dropdown	Required (Default current project)
Number	String	32 chars	contains letters and numbers	Required
Provenance1	String	32 chars	contains letters and numbers	Optional
Provenance2	String	32 chars	contains letters and numbers	Optional

Edit Accession¶

To edit an existing accession information, simply click on the Key and the edit dialog box will open for editing the existing accession information. The following fields are available for update, click "Save" when finished editing, or "Close" to cancel the changes.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Project	Id		valid option via dropdown	Required (Default current project)
Number	String	32 chars	contains letters and numbers	Required
Provenance1	String	32 chars	contains letters and numbers	Optional
Provenance2	String	32 chars	contains letters and numbers	Optional

Note

If there are specimens under an accession, then the specimens and their count are displayed along with a message "This accession is currently in use, you cannot edit/delete it."

Tip

If you want to edit or delete an accession please make sure that all specimens under that accession have first been reassigned and another accession and the current count is 0 before attempting to edit or delete an accession.

Instrument Management¶

The Org Administrator has the ability to browse instrument list, create and manage the instruments along with the ability to assign instruments to users. The instrument management screen provides a data table of all the instruments in the current organization with information such as Code, Module, Active Status, Category, Reference and Assigned Users. The instruments list will be initially sorted on the code and module. The data table also has an "Actions" column with buttons to edit the instrument.

Tip

You can edit the instrument by clicking the code link.
The column visibility will allow you to add more columns/details to the data table list.
The Search box can be used to search any details in the data table list.

Create Instrument¶

On the instrument management screen, click the Create button/icon to create a new instrument. Navigation to the instrument management screen is shown below.

The Create button opens a dialog box to prompt to create a new instrument. Enter the information for the new instrument record, the "Active Status" field is defaulted to true. Once all information is entered, click "Save", and a success message Instrument successfully added” will appear at the top.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Code	String	16 chars	contains letters and numbers	Required
Module	String	32 chars	contains letters and numbers	Required
Active Status	Boolean		true/false toggle	Required (Default true)
Category	String	255 chars	contains letters and numbers	Required
Reference	String	255 chars	contains alphanumeric values	Optional

Edit Instrument¶

To edit an existing instrument information, simply click on the Code and the edit dialog box will open for editing the existing instrument information. The following fields are available for update, click "Save" when finished editing, or "Close" to cancel the changes.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Code	String	16 chars	contains letters and numbers	Required
Module	String	32 chars	contains letters and numbers	Required
Active Status	Boolean		true/false toggle	Required (Default true)
Category	String	255 chars	contains letters and numbers	Required
Reference	String	255 chars	contains alphanumeric values	Optional
Assigned Users	Id		valid options via dropdown	Optional

Haplogroup Management¶

The Org Administrator has the ability to browse haplogroup list, create and manage the haplogroups. The haplogroup management screen provides a data table of all the haplogroups in the current organization with information such as Type, Letter, Subgroup, and Ancestry. The haplogroups list will be initially sorted on the type and letter. The data table also has an "Actions" column with buttons to edit the haplogroup.

Tip

You can edit the haplogroup by clicking the letter link.
The column visibility will allow you to add more columns/details to the data table list.
The Search box can be used to search any details in the data table list.

Create Haplogroup¶

On the haplogroup management screen, click the Create button/icon to create a new haplogroup. Navigation to the haplogroup management screen is shown below.

The Create button opens a dialog box to prompt to create a new haplogroup. Enter the information for the new haplogroup record. Once all information is entered, click "Save", and a success message Haplogroup successfully added” will appear at the top.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Type	String	32 chars	valid options via dropdown (Mito, YStr)	Required
Letter	String	1 char	contains letter, one char from A-Z	Required
Subgroup	String	32 chars	contains alphanumeric values	Optional
Ancestry	String	32 chars	valid options via dropdown	Optional

Edit Haplogroup¶

To edit an existing haplogroup information, simply click on the Letter and the edit dialog box will open for editing the existing haplogroup information. The following fields are available for update, click "Save" when finished editing, or "Close" to cancel the changes.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Type	String	32 chars	valid options via dropdown (Mito, YStr)	Required
Letter	String	1 char	contains letter, one char from A-Z	Required
Subgroup	String	32 chars	contains alphanumeric values	Optional
Ancestry	String	32 chars	valid options via dropdown	Optional

Tag Management¶

The Org Administrator has the ability to browse tags list, create and manage the tags along with the ability to assign tags to projects. The tags management screen provides a data table of all the tags in the current organization with information such as Name, Description, Category, Type, Color and Icon. The tags list will be initially sorted on the name. The data table also has an "Actions" column with buttons to edit the tag.

Tip

You can edit the tag by clicking the name link.
The column visibility will allow you to add more columns/details to the data table list.
The Search box can be used to search any details in the data table list.

Create Tag¶

On the tag management screen, click the Create button/icon to create a new tag. Navigation to the tag management screen is shown below.

The Create button opens a dialog box to prompt to create a new tag. Enter the information for the new tag record. Once all information is entered, click "Save", and a success message Tag successfully added” will appear at the top.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Project	Id		valid option via dropdown	Required (Default current project)
Tag Name	String	32 chars	contains letters and numbers	Required
Description	String	255 chars	contains alphanumeric	Required
Category	String	32 chars	contains letters and numbers	Optional
Type	String	32 chars	contains letters and numbers	Optional
Color	String	32 chars	color hex number	Optional
Icon	String	32 chars	mdi icon (see material design icon codes)	Optional

Edit Tag¶

To edit an existing tag information, simply click on the Name and the edit dialog box will open for editing the existing tag information. The following fields are available for update, click "Save" when finished editing, or "Close" to cancel the changes.

Attributes	Data Type	Size	Validation Rule	Required/Optional
Project	Id		valid option via dropdown	Required (Default current project)
Tag Name	String	32 chars	contains letters and numbers	Required
Description	String	255 chars	contains alphanumeric	Required
Category	String	32 chars	contains letters and numbers	Optional
Type	String	32 chars	contains letters and numbers	Optional
Color	String	32 chars	color hex number	Optional
Icon	String	32 chars	mdi icon (see material design icon codes)	Optional

Org Profile¶

CoRA has a very powerful and flexible design which allows every organization to customize how they would like to use CoRA for their projects. The Org Profile screen is where you manage these settings. The information here is organized within tabs, each of these tabs is discussed below.

About¶

In the About tab the org administrator can edit the Organization Name, Description, Address, Website URL, Phone, Fax, Contact Name, Contact Email, GeoLatitude and GeoLongitude

General¶

In the General tab the org administrator can configure the URL for the welcome screen that is displayed to the user on startup when the user logs into the application and turn on a switch to automatically add the CoRA Demo project for new users created in their organization.

Unit of Measure¶

In the Unit of Measure tab the org administrator can configure the unit of measure used for mass/weight and length/measurement fields within all projects in their organization.

mass/weight, valid values are grams and ounces
length/measurement, valid values are mm, cm and inches

Localization¶

In the Localization tab the org administrator can configure to set the default County, Language and Timezone for all new users created in their organization.

API Keys¶

In the API Keys tab the org administrator can configure the following for their organization

Slack Webhook API URL, this is required to send messages via slack.
Slack Channel, this is the channel that the organization slack messages will be sent to.
Google Maps API Key, this is required to display project location information on a map.

Last update: 2023-12-27
Created: 2023-12-23