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Table of Contents

Steps to import CSV

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titleExpand...
  1. Login as super or institute admin user and go to sites' list page
  2. Click on the 'Import' button and select the option 'Sites'
  3. Click on 'Download Template File' to download the template file from the 'Import Sites' page
    Image Modified
  4. Enter all valid data in the template file as mentioned in the below 'Data Dictionary' table
  5. Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' to create or 'Update' to update sites
  6. Click on the 'Validate and Import' button
  7. Refer 'Import status' to check the status of import job

...


Column Name

Data type

Mandatory?

(Create)

Mandatory?

(Update)

Description

Permissible ValuesValidations
IdentifierNumberDependsNoDependsSystem auto-generated unique number for every siteThis field can be used to update site name.
Mandatory while updating Site and Institute Name

Name

StringYesYes

Should be unique within the system
Institute NameStringYesNoInstitute under which the site has to be created.
Should be an existing institute
CodeStringNoNoA unique shortcode for the site. This is typically used in HL7 or API integration when data comes from other programs with a site code.
Should be unique within OS
TypeStringYesNo
  • Collection Site
  • Repository
  • Laboratory
  • Not Specified



Activity Status(Added in v7.0)StringNoNoActivity status for sites

Active/Disabled

Use 'Disabled' to delete the sites.
AddressStringNoNo


Coordinator#1#Email AddressEmail AddressNoNoOne or more users will be assigned an "administrator" role on this site.

Should be an existing user


Coordinator#2#Email AddressEmail AddressNoNo