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Table of Contents |
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Introduction
Using this template, you can create participants, visits, and specimens in one go.
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title | Note: Only specimen custom fields are included in the template and registration or visit custom fields are not included. |
Steps to import CSV
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Sample CSV
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Data Dictionary
Column name | Data type | Mandatory (Create)? | Description | Permissible Values | Validations |
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Collection Protocol (CP) Short Title | String | Yes | Protocol under which participants should be registered | Collection Protocol should exist within the system. | |
PPID | String | No | Participant Protocol ID |
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Registration Date | Date | Depends |
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First Name | String | No | First Name of the participant | ||
Last Name | String | No | Last Name of the participant | ||
Middle Name | String | No | Middle Name of the participant | ||
Date Of Birth | Date | No | Date of Birth of the participant | Select the correct date format from UI based on the data in the file. | |
Death Date | Date | No | Select the correct date format from UI based on the data in the file. | ||
Gender | String | No |
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Race#1 | String | No | Add an extra column for the participant with multiple races. E.g. Race#1, Race#2, etc. |
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Vital Status | String | No |
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Ethnicity | String | No |
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SSN | Integer | No | Social Security Number for US locale. National Identification Number for other countries. | It should be unique within OS. | |
eMPI | String | No | Enterprise Master Patient Index | It should be unique within OS. | |
PMI#1#Site Name | String | No | The site which issued the MRN | It should be an existing site within OS. | |
PMI#1#MRN | String | No | Medical Record Number (unique identification given by the site) | It should be unique within a site. | |
Event Label | String |
Depends | Event Point Label from the protocol for which this event corresponds. E.g., baseline, surgery, etc. | If left blank, an unplanned visit is collected. | |||
Visit Name | String | No | Auto-generated if left blank | It should be unique within OS. | |
Visit Date | String | No | If the visit date value is not specified, the system takes up the value of the collection date. | ||
Collection Site | String | No | Maps to Visit site. It needs to be specified if no default is specified at the CP event level. | ||
Visit Status | String | No |
| Default: 'Complete' | |
Clinical Diagnosis | String | No | Default: 'Not Specified' | ||
Clinical Status | String | No |
| Default: 'Not Specified' | |
Path. Number | String | No | Surgical Pathology Number | Default: 'Not Specified' | |
Visit Comments | String | No | |||
Specimen Requirement Code | String | No | Code defined in collection protocol for the corresponding specimen requirement. | If this is not specified, specimens are created as unplanned specimens. For enabling CP encoding, please refer to the wiki page | |
Specimen Label | String | No | It needs to be specified when the auto label generation is OFF OR 'Manual Input' is set to 'Yes.' | It should be unique within the system | |
Barcode | String | No | It should be unique within the system | ||
Class | String | Depends | Exception- conditional mandatory filed |
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Type | String |
Depends |
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Lineage | String | No |
| Default: New | |
Parent Specimen Label | String | No | Required when creating child specimens | ||
Anatomic Site | String | No | Default: 'Not Specified' | ||
Laterality | String | No |
| Default: 'Not Specified' | |
Pathological Status | String | No |
| Default: 'Not Specified' | |
Initial Quantity | Numeric | No | Default units:
| It should be greater than zero ("0") | |
Available Quantity | Numeric | No | Default units:
| It should be greater than zero ("0") | |
Concentration | Numeric | No | Concentration units are
| It should be greater than zero ("0") | |
Freeze/Thaw Cycles | Numeric | No | The number of cycles carried out. | ||
Created On | Date & Time | No | Mandatory for child specimens. | ||
Comments | String | No | |||
Collection Status | String | No | Status of the specimen to be collected |
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Container | String | No | Name of the existing container. |
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Row | String | No | Position within the container at which the specimen is to be stored. If left blank, the system will allocate the next available position | ||
Column | String | No | |||
Position | Integer | No | Use this column if you do not use "row" and "column." | ||
Collection Date | Date & Time |
Depends | Required for primary specimens. | From V10.3 collection date is mandatory while creating specimens else optional | |||
Collection Procedure | String | No |
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Collection Container | String | No | Type of container used for specimen collection |
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Collector | Email address | No | Valid user | ||
Received Date | Date & Time | No | Date when specimens were received at the lab. If not specified, the current date/time is being used. | ||
Received Quality | String | No |
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Receiver | Email address | No | Valid user |
Note |
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Participant matchingThe participant matching based on MRN and eMPI is implemented in v7.0. (OPSMN-5190) |
FAQ
Q. How to create parent and child specimens using the master specimen template when labels are auto-generated?
Enable 'CP Coding' from Settings
Add specimen requirement code at the CP level for all the parent and child samples.
Download the master specimen template from the user interface.
Add the required data in their respective columns and codes in the 'Specimen Requirement Code' column.
Create patient, visit, and primary specimens in one go using the master template, and for child specimens, create separate imports using a master template or specimen template.
If you receive information separately, it is easier to use separate templates: Participant registrations, Visits, and Specimens. The master template is used when participants visit, and specimens or visits and specimens under existing participants need to be created in one go.