From v5.0, you can create or update distribution protocols in bulk via CSV import.
Steps to import CSV
- Go to the distribution protocols list page, click on 'Import' button and select option 'Distribution Protocols'
- Click on 'Download Template File' link to download the template file from the import distribution protocols page
- Enter all valid data in the template file as mentioned in the below 'Data Dictionary' table
- Upload the CSV file in 'Input Records File' field.
- Select 'Import Type' as 'Create' to create or 'Update' to update distribution protocol
- Click on 'Validate and Import' button
- Refer 'Import status' to check the status of import job
Sample CSV
Data Dictionary
Column Name | Data type | Mandatory? (Create) | Mandatory? (Update) | Description | Permissible Values | Validations |
|---|---|---|---|---|---|---|
| Identifier | String | No | Depends | System auto-generated unique number for every Distribution Protocol | Should be blank for add. | |
| Title | String | Yes | Depends | Title of the distribution protocol using which the specimens have to be distributed | Should be unique within the system | |
| Short Title | String | Yes | No | The short title of the distribution protocol | Should be unique within the system | |
| Receiving Institute | String | Yes | No | The institute which is going to receive the distributed specimens | Should be an existing Institute. | |
| Receiving Site | String | No | No | The site created under the receiving institute which is going to receive the distributed specimens | Default value: 'All current and future sites' The site should be an existing site under the receiving institute | |
| IRB Identifier | String | No | No | The IRB identifier | ||
| Start Date | Date | No | No | The date at which the distribution protocol is started | ||
| End Date | Date | No | No | The date at which the distribution protocol has to be the end | ||
| Activity Status(Added in v7.0) | String | No | No | Activity Status of the distribution protocol | Active/Disabled | Value 'Disabled' used to delete the distribution protocol |
| Disable Email Notifications | Boolean | No | No | If the user does not wish to receive email notifications. |
| If left blank, the default value is 'TRUE' and email notifications are enabled |
| PI#Email | String | Yes | No | The email address of the distribution protocols principal investigator | Should be an existing user | |
| Coordinator#1#Email | String | No | No | The email address of the distribution protocols coordinator | Should be an existing user | |
| Coordinator#2#Email | String | No | No | The email address of the distribution protocols coordinator | Should be an existing user | |
| Distributing Sites#1#Institute | String | Yes | No | The Institute who is going to distribute the specimens | Should be an existing institute | |
| Distributing Sites#1#Site#1 | String | No | No | The site under the distributing institute who is going to distribute the specimens | Should be an existing site under the distributing institute | |
| Distributing Sites#1#Site#2 | String | No | No | The site under the distributing institute who is going to distribute the specimens | Should be an existing site under the distributing institute | |
| Distributing Sites#2#Institute | String | No | No | Repeat this section for multiple distributing institutes within one DP | ||
| Distributing Sites#2#Site#1 | String | No | No | Repeat this section for multiple distributing institutes within one DP | ||
| Distributing Sites#2#Site#2 | String | No | No | Repeat this section for multiple distributing institutes within one DP |