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You can add/update values for the fields of custom form attached to the 'Visit' level for all CPs or specific CPs in bulk through bulk operation, follow below steps to add/update values in bulk:

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Table of Contents

Steps to import CSV

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  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.'

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  2. Select desired form, E.g., '

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  1. Pathology

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  1. ' from the 'Select Record Type' visits'

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  1. dropdown and click on 'Download Template File' to download the template file.

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

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  1. .
  2. 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.
  3. Click on the 'Validate and Import' button.
  4. Refer the 'Import status' to check the status of the import job.

Example

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Form

Base Haematology Pathology Annotation Form

Sample CSV

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Download

Data Dictionary

Column Name

Datatype

Mandatory?

(Create)

Mandatory?

(Update)

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

For multiple records, update the record id required.

Visit NameStringYesDependsYes

Visit The visit should be existing within the system.
Specimen ProcedureStringNoDependsNoValid value from the list.Permissible Values File
CommentStringNoNo


Other Specimen ProcedureStringNoNo


Biopsy Or Aspirate SiteStringNoNo
  • Left posterior illiac crest
/
  • Not applicable
/
  • Not specified
/
  • Other
/
  • Right posterior illiac crest
/
  • Sternum

Adequacy Of SpecimenStringNoNo
  • Limited
/
  • Not Specified
/
  • Satisfactory
/
  • Unsatisfactory

Cytogenetics StatusStringNoNo
  • Not Specified
/
  • Not performed
/
  • Performed
/
  • Performed - See separate report

Cytogenetics ResultStringNoNo


Immuno Phenotyping StatusStringNoNo
  • Not Specified
/
  • Not performed
/
  • Performed
/
  • Performed - See separate report

Immuno Phenotyping ResultStringNoNo


Immuno Phenotyping Method UsedStringNoNo


Other Biopsy Or Aspirate SiteStringNoNo


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#DetailStringNoNo

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#DetailsStringNoNo

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