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Go to the collection protocols list page, click on the 'Import' button, and select the option 'Biospecimen Data' OR

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Go to the participants Participant's list page of the CP under which the visit has to be created/updated, click on the 'More' button, and select the option 'Biospecimen Data'.

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Select 'Visits' from the 'Select Record Type' dropdown and 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 create or 'Update' to update visits.
Click on the 'Validate and Import' button.
Refer 'Import status' to check the status of the import job.

Note
On updating the activity status of the visits to 'Disabled', the dependent data - specimens collected under this will be deleted. This is the force delete feature that is available on the UI as well.

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Column Name	Data type	Mandatory? (Create)	Mandatory? (Update)	Description	Permissible Values	Validations
Identifier	Number	No	Depends	System auto-generated unique number for every visit.		Mandatory while updating Visit Name.
CP Short Title	String	Yes	No	Collection Protocol of the visit to be added.		Should be an existing CP
PPID	String	Yes	NoYes	The participant for Participant for whom this visit is being created.		Existing PPID.
Event Label	String	No	No	Event Point Label from the protocol for which this event corresponds. E.g., baseline, surgery, etc.		If left blank, the system will add a visit with the event label as 'Unplanned Visit.'
Name	String	Depends	Yes	Name of the visit. Mandatory if the auto label generation is set to OFF		Should be unique within the system,
Visit Date	Date	No	No			If left blank, the system will add the current date by default
Visit Site	String	No	No		Valid site name	If left blank, the system will add a recent visit site
Visit Status	String	No	No		Complete Pending Missed Collection	Default Value: Complete
Clinical Diagnosis	String	No	No		Permissible Values File - SNOMED Permissible Values File - ICD 10	Default Value: Not Specified
Clinical Status	String	No	No		No Diagnosis / Control New Diagnosis Pre-Therapy Post-Therapy Pre-Operative Operative Post-Operative Remission Relapse, Primary Site Relapse, Distant Site Relapse, Not Specified Not Specified	Default Value: Not Specified
Cohort	String	No	No	The group to which the visit belongs	By default, this field is not visible. In order to display this field, the The system administrator needs to add values in the database table 'catissue_permissible_value' to display this field, or the user can add values through 'Dropdown Manager'. The drop-down dropdown is only visible in on the visit page only if it has PVs are added.
Path. Number (PHI Field)	String	No	No	Surgical Pathology Number		Default Value: Not Specified
Pathology Report Name	String	No	No	The filename of the surgical pathology report		This is used to upload pathology reports. The document file name is specified in this column, and the actual file is uploaded along with the CSV in a zip file. For more details, refer to the 'File Upload via BO'.
Missed Reason	String	No	No	Reason for the missed visit	Beyond processing time/ Insufficient sample collected / available/ Laboratory error/ Patient declined collection/ Poor sample quality/ Sample damaged/ Sample not collected by clinic / Clinic error/ Visit cancelled	Default Value: Not Specified
Comments	String	No	No
Activity Status	String	No	No		Active Disabled	The value should be 'Active' during creation or kept blank, in which case it will take the default value as 'Active.'
Missed By#Email Address	String	No	No	Email address of the user who missed the visit		Should It should be an existing user.

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Old Version 45

New Version 46

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