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Table of Contents

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  1. Go to the distribution protocols list page, click on 'Import' button and select option 'Distribution Protocols'
  2. Click on 'Download Template File' link to download the template file from the import distribution protocols page
  3. Enter all valid data in the template file as mentioned in the below 'Data Dictionary' table
  4. Upload the CSV file in 'Input Records File' field.
  5. Select 'Import Type' as 'Create' to create or 'Update' to update distribution protocol
  6. Click on 'Validate and Import' button
  7. Refer 'Import status' to check the status of import job

Sample CSV

Download

Data Dictionary

Column Name

Data type

Mandatory?

(Create)

Mandatory?

(Update)

Description

Permissible ValuesValidations
IdentifierStringNoDependsSystem auto-generated unique number for every Distribution Protocol

This field is used to update any field of the Distribution ProtocolShould be blank for add.

Title

String

YesDepends

Title of the distribution protocol using which the specimens have to be distributed


Should be unique within the system
Short TitleStringYesNoThe short title of the distribution protocol
Should be unique within the system
Receiving Institute

String

YesNoThe institute which is going to receive the distributed specimens
Should be existing institute within the systeman existing Institute.
Receiving SiteStringNoNoThe site created under the receiving institute which is going to receive the distributed specimens

Default value: 'All current and future sites'

The site should be an existing site under the receiving institute


IRB IdentifierStringNoNoThe IRB identifier 

Start DateDateNoNoThe date at which the distribution protocol is startedSelect the correct date format from UI based on the data in the file

End DateDateNoNoThe date at which the distribution protocol has to be the endSelect the correct date format from UI based on the data in the file

Activity Status(Added in v7.0)StringNoNoActivity Status of the distribution protocolActive/DisabledValue 'Disabled' used to delete the distribution protocol
Disable Email NotificationsBooleanNoNoIf the user does not wish to receive email notifications.  
  • TRUE
  • FALSE
If left blank, the default value is 'TRUE' and email notifications are enabled
PI#EmailStringYesNoThe email address of the distribution protocols principle principal investigator
Should be an existing user within the system
Coordinator#1#EmailStringNoNoThe email address of the distribution protocols coordinator
Should be an existing user within the system
Coordinator#2#EmailStringNoNoThe email address of the distribution protocols coordinator
Should be an existing user within the system
Distributing Sites#1#InstituteStringYesNoThe Institute who is going to distribute the specimens
Should be an existing institute within the system
Distributing Sites#1#Site#1StringNoNoThe site under the distributing institute who is going to distribute the specimens
Should be an existing site under the distributing institute
Distributing Sites#1#Site#2StringNoNoThe site under the distributing institute who is going to distribute the specimens
Should be an existing site under the distributing institute
Distributing Sites#2#InstituteStringNoNoThe Institute who is going to distribute the specimensShould be existing institute within the systemRepeat this section for multiple distributing institutes within one DP

Distributing Sites#2#Site#1StringNoNoThe site under the distributing institute who is going to distribute the specimensShould be an existing site under the distributing instituteRepeat this section for multiple distributing institutes within one DP

Distributing Sites#2#Site#2StringNoNoThe site under the distributing institute who is going to distribute the specimensShould be an existing site under the distributing instituteRepeat this section for multiple distributing institutes within one DP