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→Import→selecting 'Visit' under record type→ download template file
Example:
Steps to import CSV
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- Go to the participant's list page of the collection protocol whose visits custom form values has to be added/updated.
- Click on the 'More' button and select the option 'Biospecimen Data.'
 Image Added - Select desired form, E.g., ' Pathology' from the 'Select Record Type' visits' dropdown and click on 'Download Template File' to download the template file.
 Image Added - Enter all valid data in the template file as mentioned in the '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 values of the custom forms or 'Update Else Create' to either create or update record. For the 'Update Else create' feature please refer to Update Else Create Operation.
- Click on the 'Validate and Import' button.
- Refer the 'Import status' to check the status of the import job.
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Example Form
Base Haematology Pathology Annotation Form
Sample CSV
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Download
Data Dictionary
Column Name | Datatype | Mandatory? (Create) | Mandatory? (Update) | Description | Permissible Values | Validations |
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| Record ID | Integer | No | No | Need not be specified while adding a new record |
| | Visit | . |
| For multiple records, update the record id required. |
| Visit Name | String | Yes |
| | | Yes |
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| The visit should be existing within the system. |
| Specimen Procedure | String | No | No | Valid value from the list. | Permissible Values File |
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| Other Specimen Procedure | String | No |
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| Biopsy Or Aspirate Site | String | No |
| No |
| - Left posterior illiac crest
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/ / / / - Right posterior illiac crest
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| Adequacy Of Specimen | String | No |
/ / / |
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| Cytogenetics Status | String | No |
/ / / - Performed - See separate report
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| Cytogenetics Result | String | No |
| | | No |
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| Immuno Phenotyping Status | String | No |
/ / / - Performed - See separate report
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| Immuno Phenotyping Result | String | No |
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| Immuno Phenotyping Method Used | String | No |
| | | No |
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| Other Biopsy Or Aspirate Site | String | No |
| | | No |
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| Pathologic Finding#1#Pathologic Finding Details | String | No | No | In the case of Sub Forms,
multiple values can be specified by adding additional columns in the csv as: Pathologic Finding#2#Pathologic Finding Details Pathologic Finding#2#Detail Pathologic Finding#3#Pathologic Finding Details Pathologic Finding#3#Detail
| Permissible Values File |
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| Pathologic Finding#1#Detail | String | No |
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| Histologic Type#1#Type | String | No | No | In the case of Sub Forms,
multiple values can be specified by adding additional columns in the csv as: Histologic Type#2#Type Histologic Type#2#Details Histologic Type#3#Type Histologic Type#3#Details | Permissible Values File |
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| Histologic Type#1#Details | String | No |
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