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Table of Contents

Steps to Import CSV

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  • Export the form data for the specimens being moved. Refer to the wiki page for more information on exporting form data.

  • Move the specimen using bulk import update.

  • Delete the older form records to avoid confusion. For this, you can run a bulk import update by using the older record ID and activity status as 'Disabled'.

  • You have to choose 'Create' as bulk import type to move the forms data since you are creating new form records under the second CP. Using the form data exported in the first step, remove the record ID column.

Note

Note:

Ensure that the form is attached to the CP at the required level.

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Column Name

Datatype

Mandatory?

(Create)

Mandatory?

(Update)

Description

Permissible Values

Validations

Identifier

Number

No

Depends

System auto-generated unique number for every specimen.


Mandatory while updating specimen label

CP Short Title

String

Yes

Yes

The collection protocol short title under which specimen is collected


Mandatory while updating SR of a specimen.

Visit Name

String

Yes

No

The name of the visit under which the specimen has to be created.


It should be an existing visit name

Specimen Requirement Code

String

No

No

Code defined in collection protocol for the corresponding specimen requirement.

If not specified, specimens are created as unplanned specimens.

For enabling CP encoding, please refer to the wiki page.


It should be a valid code defined in the CP.

If blank, the specimen will be collected as unplanned.


Specimen Label

String

Depends

Yes



It should be unique within the system or CP, depending on the system setting.

Mandatory when the auto-label generation is OFF OR 'Manual Input' is set to 'Yes'.

Note: For manual Input = Yes, make sure the label format matches with what is mentioned at CP/System level

Additional Label(V9.1.RC2)

String

Depends

Yes



It should be unique within the system or CP, depending on the system setting.

Mandatory when the auto-label generation is OFF OR 'Manual Input' is set to 'Yes.'

Barcode

String

No

No



It should be unique within the system.

Class

String

No

No


  • Tissue

  • Molecular

  • Cell

  • Fluid


Type

String

Depends

No


Permissible values for specimen class-type

  • Mandatory while creating unplanned specimens.

Lineage

String

No

No


  • New

  • Derived

  • Aliquot

  • This field cannot be edited once the specimen is created.

  • This field is case-sensitive.

Parent Specimen Label

String

No

No



Should exist within the same CP → Participant→Visit.

Mandatory in the case of derivatives and aliquots.

Anatomic Site

String

No

No


Permissible values for anatomic site


Default value: 'Not Specified'

Laterality

String

No

No


  • Left

  • Right

  • Not Applicable

  • Not Specified

Default value: 'Not Specified'

Collection Status

String

No

No


  • Collected

  • Pending

  • Missed Collection

Default value: 'Collected'

Pathological Status

String

No

No


  • Non-Malignant

  • Non-Malignant, Diseased

  • Pre-Malignant

  • Malignant, Pre-Invasive

  • Malignant, Invasive

  • Malignant

  • Metastatic

  • Not Specified

Default value: 'Not Specified'

Initial Quantity

Double

No

No




Available Quantity

Double

No

No

If not specified, it takes the same value as 'Initial Quantity.'



Concentration

Double

No

No




Biohazard

String

No

No

Multiple values can be specified as:

Biohazard#1,

Biohazard#2,

Biohazard#3 and so on

  • Hepatitis A

  • Hepatitis B

  • Hepatitis C

  • HIV

  • Tuberculosis


Freeze/Thaw Cycles

Integer

No

No

Number of freeze-thaw cycles



Created On

Date & Time

Depends

No

Needs to be entered for child specimens.


It takes the current date if left blank. Mandatory if creating child specimens

Note: Created On date for child specimens is the processing date for parent specimens.

Comments

String

No

No




Location#Container

String

No

No

Name of the container. It needs to be specified if the specimen is not virtually located.


  • It should be an existing container

  • Suitable to hold the specimen (based on type and protocol).

  • Should have available slots.

Location#Row

String

No

No



Position within the container in which the specimen is to be stored.

If left blank, the system will allocate the next available position.

Location#Column

String

No

No



Location#Position

Integer

No

No

Linear position in its parent container



Collection Event#Date and Time

Date & Time

No

No



If left blank, it will take the current date and time.

Collection Event#Comments

String

No

No




Collection Event#Procedure

String

No

No

The procedure used during specimen collection

  • Lavage Needle

  • Aspirate

  • Needle Core Biopsy

  • Venipuncture

  • Indwelling Catheter

  • Surgical Resection

  • Not Specified


Collection Event#Container

String

No

No

Type of container used for specimen collection

  • ACD Vacutainer

  • Citrate Vacutainer

  • CPT

  • EDTA Vacutainer

  • Heparin Vacutainer

  • No Additive Vacutainer

  • Paxgene

  • Serum Separator Vacutainer

  • Sterile Specimen Container

  • Streck

  • Not Specified


Collection Event#User#Email Address

Email Address

No

No



Should be an existing user

Received Event#Date and Time

Date & Time

No

No



Select the correct date and time format from UI based on the data in the file.

If left blank, it will take the current date and time.

Received Event#Comments

String

No

No




Received Event#Quality

String

No

No


  • Acceptable

  • Thawed

  • Frozen

  • Quantity Not Sufficient

  • Clotted

  • Hemolyzed

  • Lipemic

  • Cauterized

  • Hemorrhagic

  • Damaged

  • Unacceptable, Not Specified

  • Not Specified


Received Event#User#Email Address

Email Address

No

No



Should be an existing user

Activity status

String

No

No

Used to close or reopen the specimens in bulk

  • Active

  • Closed

  • Disabled

  • The value should be 'Disabled' to delete the specimens.

  • 'Disabled' status cannot be used when creating specimen.

  • Values are case-sensitive.

Reason

String

No

No

Reason for closing the specimen



Created By#Email Address

String

No

No

Email address of the user who processed the sample


Should be an existing user

External IDs#1#Name

String

No

No

Additional Identifiers source



External IDs#1#Value

String

No

No

Additional IDs for specimen



Info

Important points to remember about auto-generated formats (specimen label)

  1. Label formats take precedence where they are defined, in order: Specimen requirement > Collection Protocol > System

  2. If label format is left blank at SR/ CP level, it will still be validated against format defined in global 'Settings’

  3. User Inputs Allowed = Yes (for specimen labels) in CP settings does not bypass the validation if format is defined at any level.

Note

Use '##set_to_blank##' for the fields which need to be updated to blank. 

Collection event and received event date/time fields of a collected specimen cannot be blanked out or set to empty. If you attempt to do that, no change is made. You can blank out dates for any custom field. (Make sure the form is attached to ALL CPs. Otherwise, it won't appear under the csv file.)

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