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| Table of Contents |
|---|
| Info | ||
|---|---|---|
| ||
This feature is available only in the Enterprise Edition |
Introduction
Using this plugin, super admins can update any dropdown list values in the application. To access, go to Home → Extras → Dropdown Manager.
Features include:
- Add a new dropdown
- Add new value
- Edit or delete existing values
- Import/Export values
- Set properties like units for specimen types, abbreviations, etc.
Add a new dropdown
User can add a new dropdown altogether. Follow the below steps in order to create a new dropdown:
- Go to: Home → Extras → Dropdown Manager
- Click on "Add" button
- Enter the value of the 3 mandatory fields present on the screen
Unique ID: The unique attribute name of the dropdown. This is how the dropdown name will be saved in the database.
This appears in brackets once you click on an existing dropdown
Name: Name of the dropdown
Definition: Information regarding the dropdown
The name and definition appear on the dropdown list page as follows
- Once inputted all 3 values, click on "Add"
Add values
Go to: Home → Extras → Dropdown Manager
Look for the field of interest. E.g., 'Collection Container'
Click on the 'Add' button to add new values
...
If you want to assign a code to the value. E.g. SNOMED code, ICD code, or your own code (like 1 for Male, 2 for Female). If the concept code is set, it is displayed in the dropdown for that value. E.g.
This is useful especially in dropdowns like clinical diagnosis which has 1) a lot of values 2) standard vocabulary like SNOMED or ICD etc. During data entry, you can search by concept code rather than free text to avoid errors (since often you get SNOMED codes from the labs rather than text).
In the future, this will be available in the query interface to include the codes in the query results.
...
| Warning | ||
|---|---|---|
| ||
In order to add a new specimen type, it is mandatory to add under one of these 4 parent dropdowns: Cell, Fluid, Molecular, Tissue. If you include under any other parent class, there are some functionalities that might break. |
Edit values
Since v6.2, editing of dropdown values is supported via Dropdown manager - even if it is already used. All the records are automatically updated if the value is already used.
Delete values
Deleting of values is supported only if the value is not used. A value cannot be deleted if it is used in previous records.
Archive values
From v6.2, it is possible to archive the drop-down values which are no longer in use. To archive a value, go to the overview page of the value and click 'Archive'. When a parent PV is archived, all its descendants are archived too.
Re-activate the archived values
The archived values can be searched by selecting the activity status as 'Archived' in the search filter. 
To reactivate the archived value search the archived value and click 'Reactivate'.
Import CSV
To add multiple values, OpenSpecimen supports the upload of these values. To add multiple values
- Click on 'Extras'
- Click 'Dropdown Manager'
- Click Import → Dropdown values
- Download the template CSV file
- Enter the details as mentioned in the below table
- Upload the file and click ' Validate and import'
Fields description
...
Attribute
...
Should be 'Active' while adding a value
To delete: set to 'Disabled'.
Properties
For some fields, there are extra properties that can be set.
...
By default, the units are set at classes level which will apply to all types under it:
- Tissue: gm
- Fluid: ml
- Molecular: µg
- Cell: count
...
For example - µg/ml.
Similar to quantity unit, concentration_display_unit is only used when special symbols or characters need to be displayed. If its only plain text, then specifying concentration_unit is sufficient.
Export CSV (New in v6.1)
This is useful to move the dropdown values from test to production servers or use it for reference during bulk imports.
To export values for one or more fields, select the fields from the list and click on the 'Export' option:
Update Concept Code (CSV)
To bulk update the concept code of existing PVs:
- Export the PVs of one or more selected attributes.
- In the downloaded CSV file, change the values for the concept code.
- Upload the file as an update option.
Update Properties (CSV)
To bulk update the properties of existing PVs:
- Export the PVs of one or more selected attributes.
- In the downloaded CSV file, change the values or properties of PVs.
- Upload the file as PV update option.
Example file: Update_DropDown.CSV
| Info |
|---|
Do not delete any columns from the exported file when importing for the update operation. |
Bulk Delete
To bulk delete the value on the basis of identifier set activity status as "Disabled" in the exported file.
Example file: Delete_Dropdown_Values.CSV
Changing Specimen Type's Units
- Go to 'Dropdown Manager'. Select 'Specimen Type'
- Search for the type 'Fixed Tissue Slide'
- Click on it and 'Edit'
- Add a new property for 'quantity_unit' and set it to 'microns' like below:
- Once you update the type, refresh the data entry page once if you don't see the new values.
Default values
Below are the default values during installation.
...
Permissible Values File - SNOMED (before v2.2)
Permissible Values File - ICD 10 (since v2.2)
...
| Table of Contents |
|---|
| Info |
|---|
For Enterprise Edition Only - This feature is available only in the Enterprise Edition |
Introduction
Using this plugin, super admins can update any dropdown list values in the application. To access, go to Home → Extras → Dropdown Manager.
Features include:
Add a new dropdown
Add new value
Edit or delete existing values
Import/Export values
Set properties like units for specimen types, abbreviations, etc.
Add a new dropdown
You can add new dropdowns in the dropdown manager.
| Expand | ||
|---|---|---|
| ||
Users can add a new dropdown altogether. Follow the below steps:
|
Add values
After creating the dropdown you can add values to them.
| Expand | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
|
Add properties to the values
You can add different properties to the values in the dropdown like quantity units, concentration units, abbreviations etc.
| Expand | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||||||||||
 Below are the specimen-type properties
|
Edit values
It is also possible to edit and update any of the value in the dropdowns.
| Expand | ||
|---|---|---|
| ||
Since v6.2, editing of dropdown values is supported via Dropdown manager - even if it is already used. All the records are automatically updated if the value is already used. To edit, go to the overview page of the dropdown value and click 'Edit'.  |
Delete values
You can delete values which you do not want the users to add data for.
| Expand | ||
|---|---|---|
| ||
Deleting of values is supported only if the value is not used. A value cannot be deleted if it is used in previous records. To delete, go to the overview page of the dropdown value and click 'Delete'.  To delete all the values in a dropdown, go to the required dropdown → click on 'Delete All'.  |
Archive values
The values that are used for data entry cannot be deleted, hence you can archive such value so that they are not visible for future data entry and existing records retain them
| Expand | ||
|---|---|---|
| ||
From v6.2, it is possible to archive the drop-down values which are no longer in use. To archive, a value, go to the overview page of the value and click 'Archive'. When a parent PV is archived, all its descendants are archived too.  |
Re-activate the archived values
It is possible to reactivate the archived values and they will be available for the data entry
| Expand | ||
|---|---|---|
| ||
The archived values can be searched by selecting the activity status as 'Archived' in the search filter.  |
Import CSV
To add multiple values, OpenSpecimen supports the upload of these values.
| Expand | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
To add multiple values follow steps mentioned below
Fields description
Properties - For some fields, there are extra properties that can be set. Please refer to the 'Add properties to the values' section |
Export CSV (New in v6.1)
You can download all the values from the application to a CSV file
| Expand | ||
|---|---|---|
| ||
This is useful to move the dropdown values from test to production servers or use for reference during bulk imports. To export values for one or more fields, select the fields from the list and click on the 'Export' option:  |
Update Dropdown Values
You can update the dropdown values based on the identifier and even the properties based on the value
| Expand | ||
|---|---|---|
Update Concept Code (CSV) To bulk update the concept code of existing PVs:
Update Properties (CSV) To bulk update the properties of existing PVs:
Example file: Update_DropDown.CSV
|
Bulk Delete
If you want to delete values in bulk, you can use a file import to disable them.
| Expand | ||
|---|---|---|
| ||
To bulk delete the value on the basis of identifier set activity status as 'Disabled' in the exported file.
 Example file: Delete_Dropdown_Values.CSV |
Changing Specimen Type's Units
| Expand | ||
|---|---|---|
| ||
|
Adding new Specimen Classes (v10.3)
Before v10.3, only 4 specimen class (Fluid, Molecular, Tissue and Cell) were supported. From v10.3 onwards you can different specimen class like plants, microbes etc depending on your requirement.
| Expand | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||
You can now add new specimen classes from v10.3 onwards
Below are the specimen-type properties
|
Default values
To download a list of default values for different dropdowns like anatomic site, clinical diagnosis, see below
| Expand | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||||
Below are the default values during installation.
|
Vital Status Properties(v10.0)
In the previous version, OpenSpecimen allowed entering the Death Date only when the 'Vital Status = Dead'. From version v10.0, any PV can be used to indicate the dead patients - Dead, Deceased, Expired, Gone, No More etc as long as the PV prop 'dead' is set to true.
| Expand | ||
|---|---|---|
| ||
Follow steps mentioned below to set vital status of a dead property
 Now, when a user selects the Deceased value while registering the participant, OpenSpecimen will allow entering the Death Date value.  |