Super/ Institute admin users can create or update multiple sites through bulk operations, follow below steps to create/update sites:
- Login as super or institute admin user and go to home page
- Click on 'Sites' card from the home page
- Click on 'Import' button from sites list page and select option 'Sites'
- Click on 'Download Template File' to download the template file from 'Import Sites' page
- Enter all valid data in the template file as mentioned in the below table
- Upload the filled template file in 'Input Records File' field, select 'Import Type' as 'Create' to create sites or 'Update' to update sites
- Click on 'Validate and Import' button
- Refer 'Import status' to check the status of import job
Sample CSV File
Column Name | Data type | Mandatory? (Create) | Mandatory? (Update) | Description | Permissible Values | Validations |
|---|---|---|---|---|---|---|
| Identifier | Number | Depends | Depends | System auto generated unique number for every site | This field can be used to update site detailsname | |
Name | String | Yes | Yes | Should be unique within the system | ||
| Institute Name | String | Yes | No | Institute under which the site has to be created | Should be an existing institute | |
| Code | String | No | No | An unique short code for the site. This is typically used in HL7 or API integration when data comes from other programs with a site code. | Should be unique within OS | |
| Type | String | Yes | No | Collection Site, Repository, Laboratory, Not Specified | ||
| Address | String | No | No | |||
| Coordinator#1#Email Address | Email Address | No | No | One or more users who will be assigned "administrator" role on this site. | Should be an existing user | |
| Coordinator#2#Email Address | Email Address | No | No |