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Table of Contents

Steps to

...

Import CSV

Expand

  • Log in as an admin user and go to the users' list page.

  • Click on the 'Import' button and select the option 'Forms'.

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  • Select the records type.

  • Click on 'Download Template File' to download the template file.

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  • Enter all valid data in the template file as mentioned in the below 'Data Dictionary' table below.

  • Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' to add or 'Update' to update user roles.

  • Select the correct date and time format.

  • Click on the 'Validate and Import' button.

  • Refer to 'Import status' to check the status of the import job.

...

Column Name

Data Type

Mandatory?

(Create)

Mandatory?

(Update)

Description

Permissible Values

Validations

OpenSpecimen User Training Form ID

Integer

No

No

Should It should be specified while updating a record.

The ID can be retrieved from the 'Forms' tab within the particular user.

For multiple records, update the record id required.

Email Address

String

Yes

Yes

The email address of the user for whom you want to create/update the form record.

The user should be registered in OpenSpecimen.

Activity Status

String

No

No

  • Active

  • Disabled

The value should be 'Disabled' to delete the form record.

Year of training

String

No

NoPermissible Values

The entered year should be within the PVs.

Privacy & Security (1) Training Completed for this year?

String

No

No

  • YES - Completed

  • NOT - Completed

  • NOT Required

  • N/A

The entered year should be within the PVs.

DATE of ANNUAL Privacy&Security (1) Training

Date

No

No

MAT (2) Completed for this year?

String

No

No

  • YES - Completed

  • NOT - Completed

  • NOT Required

  • N/A

The entered year should be within the PVs.

DATE of ANNUAL MAT (2)

Date

No

No

Cyber Security Awareness (3) Completed for this year?

String

No

No

  • YES - Completed

  • NOT - Completed

  • NOT Required

  • N/A

The entered year should be within the PVs.

DATE of ANNUAL Cyber Security Awareness (3)

Date

No

No

Workplace Violence Prevention (4) Completed for this year?

String

No

No

  • YES - Completed

  • NOT - Completed

  • NOT Required

  • N/A

The entered year should be within the PVs.

DATE of ANNUAL Workplace Violence Prevention (4)

Date

No

No

IATA Shipping (5) Training Completed for this year?

String

No

No

  • YES - Completed

  • NOT due this year - 2 year cycle

  • N/A

The entered year should be within the PVs.

DATE of BIENNIAL IATA Shipping (5)

Date

No

No

Fire Safety (6) Training Completed for this year?

String

No

No

The entered year should be within the PVs.

DATE of ANNUAL Fire Safety (6) Training

Date

No

No

OpenSpecimen (7) - ANNUAL Community Meeting (OSCON)#1

String

No

No

  • Annual Community Meeting (OSCON)

  • OSCON - Super User Training

  • Not Attended

The entered year should be within the PVs.

If YES, Attended - DATE of ANNUAL OpenSpecimen OSCON (7) Meeting

Date

No

No

OpenSpecimen (8-1)-Initial Training Completed?

String

No

No

  • YES - Completed

  • NOT Completed

  • N/A

The entered year should be within the PVs.

OS (8-1)-DATE of Completion of INITIAL OS Training

Date

No

No

OpenSpecimen (8-2)-Annual Competency Assessment Completed for this year?

String

No

No

  • YES - Completed

  • NOT - Completed

  • NOT Required

  • N/A

The entered year should be within the PVs.

OS (8-2)-DATE of Completion of ANNUAL Competency Assessment

Date

No

No

SoCRA (9) Certificate?#1

String

No

No

  • YES

  • NO

  • Unknown

The entered year should be within the PVs.

SoCRA (9) - If YES, Expiration Date (re-certify every 3 years)

Date

No

No

Additional Training (10)

String

No

No

Comments (11)

String

No

No

...