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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→ Select the CP → Import→Select 'Visit' under record type→ download template file

Example: 

Table of Contents

Steps to import CSV

Expand
titleExpand...
  1. Go to the participant's list page of the collection protocol whose visits custom form values has to be added/updated.
  2. Click on the 'More' button and select the option 'Biospecimen Data.'
    Image Added
  3. Select desired form, E.g., ' Pathology' from the 'Select Record Type' visits' dropdown and click on 'Download Template File' to download the template file.
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  4. Enter all valid data in the template file as mentioned in the 'Data Dictionary' table below.
  5. 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.
  6. Click on the 'Validate and Import' button.
  7. Refer the 'Import status' to check the status of the import job.

Example Form

Base Haematology Pathology Annotation Form

Sample CSV

...

Download

Data Dictionary

Visit   

Column Name

Datatype

Mandatory?

(Create)

Mandatory?

(Update)

DescriptionPermissible ValuesValidations
Record IDIntegerNoNoNeed not be specified while adding a new record  .

For multiple records, update the record id required.

Visit NameStringYes  Yes

The visit should be existing within the system.
Specimen ProcedureStringNoNoValid value from the list.Permissible Values File 
CommentStringNo No 


Other Specimen ProcedureStringNo  No 


Biopsy Or Aspirate SiteStringNo No
  • Left posterior illiac crest
/
  • Not applicable
/
  • Not specified
/
  • Other
/
  • Right posterior illiac crest
/
  • Sternum
 
Adequacy Of SpecimenStringNo No
  • Limited
/
  • Not Specified
/
  • Satisfactory
/
  • Unsatisfactory
 

Cytogenetics StatusStringNo No
  • Not Specified
/
  • Not performed
/
  • Performed
/
  • Performed - See separate report
 

Cytogenetics ResultStringNo   No


Immuno Phenotyping StatusStringNo No
  • Not Specified
/
  • Not performed
/
  • Performed
/
  • Performed - See separate report
 
Immuno Phenotyping ResultStringNo  No 


Immuno Phenotyping Method UsedStringNo   No


Other Biopsy Or Aspirate SiteStringNo   No


Pathologic Finding#1#Pathologic Finding DetailsStringNoNo

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 
Pathologic Finding#1#DetailStringNo No 

Histologic Type#1#TypeStringNoNo

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   
Histologic Type#1#DetailsStringNo No