Description: This BO Template is used to add Custom Form data for Visits. The forms need to be created and attached at Visit level. Once a form is attached, user can access the template file by clicking on Collection Protocol→ Select the CP → Import→Select 'Visit' under record type→ download template file
User can add/update values for the fields of custom form attached to the 'Visit' level for all CPs or specific CPs in bulk through bulk operation, follow below steps to add/update values in bulk:
- Go to participants list page of the collection protocol whose visits custom form values has to be added/updated
- Click on 'More' button and select option 'Import'
- Select desired form, E.g. 'Base Haematology Pathology Annotation Form' from 'Select Record Type' visits's dropdown and click on 'Download Template File' to download the template file
- Enter all valid data in the template file as mentioned in the below table
- Upload the filled template file in 'Input Records File' field, select 'Import Type' as 'Create' to add or 'Update' to update values of the custom forms
- Click on 'Validate and Import' button
- Refer 'Import status' to check the status of import job
Example: Base Haematology Pathology Annotation Form
Column Name | Datatype | Mandatory? (Create) | Mandatory? (Update) | Description | Permissible Values | Validations | ||
|---|---|---|---|---|---|---|---|---|
| Record ID | Integer | No | Yes | Need not be specified while adding a new record | ||||
| Visit Name | String | Yes | Depends | Visit should be existing within the system | ||||
| Specimen Procedure | String | No | Depends | Valid value from the list | Permissible Values File | |||
| Comment | String | No | No | |||||
| Other Specimen Procedure | String | No | No | |||||
| Biopsy Or Aspirate Site | String | No | No | Left posterior illiac crest/ Not applicable/ Not specified/ Other/ Right posterior illiac crest/ Sternum | ||||
| Adequacy Of Specimen | String | No | No | Limited/ Not Specified/ Satisfactory/ Unsatisfactory | ||||
| Cytogenetics Status | String | No | No | Not Specified/ Not performed/ Performed/ Performed - See separate report | ||||
| Cytogenetics Result | String | No | No | |||||
| Immuno Phenotyping Status | String | No | No | Not Specified/ Not performed/ Performed/ Performed - See separate report | ||||
| Immuno Phenotyping Result | String | No | No | |||||
| Immuno Phenotyping Method Used | String | No | No | |||||
| Other Biopsy Or Aspirate Site | String | No | No | |||||
| Pathologic Finding#1#Pathologic Finding Details | String | No | No | In case of Sub Forms, Pathologic Finding#2#Pathologic Finding Details Pathologic Finding#2#Detail Pathologic Finding#3#Pathologic Finding Details Pathologic Finding#3#Detail | Permissible Values File | |||
| Pathologic Finding#1#Detail | String | No | No | |||||
| Histologic Type#1#Type | String | No | No | In case of Sub Forms, Histologic Type#2#Type Histologic Type#2#Details Histologic Type#3#Type Histologic Type#3#Details | Permissible Values File | |||
| Histologic Type#1#Details | String | No | No |