Video on Visit CSV:
Steps to import CSV
- Go to the collection protocols list page, click on the 'Import' button, and select the option 'Biospecimen Data' OR
- Go to the Participant's list page of the CP under which the visit has to be created/updated, click on the 'More' button, and select the option 'Biospecimen Data'.
- Select 'Visits' from the 'Select Record Type' dropdown and click on 'Download Template File' to download the template file.
- Enter all valid data in the template file as mentioned in the 'Data Dictionary' table below.
- Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' to create or 'Update' to update visits or 'Update Else Create' to either create or update record. For the 'Update Else create' feature please refer to Update Else Create Operation.
- Click on the 'Validate and Import' button.
- Refer 'Import status' to check the status of the import job.
On updating the activity status of the visits to 'Disabled', the dependent data - specimens collected under this will be deleted. This is the force delete feature available on the UI as well.
Sample CSV
Data Dictionary
Column Name | Data type | Mandatory? (Create) | Mandatory? (Update) | Description | Permissible Values | Validations |
|---|---|---|---|---|---|---|
| Identifier | Number | No | No | System auto-generated unique number for every visit. | Mandatory while updating Visit Name. | |
| CP Short Title | String | Yes | No | Collection Protocol of the visit to be added. | Should be an existing CP | |
| PPID | String | Yes | No | The Participant for whom this visit is being created. | Existing PPID. | |
| Event Label | String | No | No | Event Point Label from the protocol for which this event corresponds. E.g., baseline, surgery, etc. | If left blank, the system will add a visit with the event label as 'Unplanned Visit.' | |
| Name | String | Depends | Yes | Name of the visit. | Should be unique within the system. Mandatory if the auto label generation is set to OFF. | |
| Visit Date | Date | No | No | If left blank, the system will add the current date by default | ||
| Visit Site | String | No | No | Valid site name | If left blank, the system will add a recent visit site | |
| Visit Status | String | No | No |
| Default Value: Complete | |
| Clinical Diagnosis | String | No | No | Default Value: Not Specified | ||
| Clinical Status | String | No | No |
| Default Value: Not Specified | |
| Cohort | String | No | No | The group to which the visit belongs | By default, this field is not visible. The system administrator needs to add values in the database table 'catissue_permissible_value' to display this field, or the user can add values through 'Dropdown Manager'. The dropdown is only visible on the visit page if PVs are added. | |
| Path. Number (PHI Field) | String | No | No | Surgical Pathology Number | Default Value: Not Specified | |
| Pathology Report Name | String | No | No | The filename of the surgical pathology report | This is used to upload pathology reports. The document file name is specified in this column, and the actual file is uploaded along with the CSV in a zip file. For more details, refer to the 'File Upload via BO'. | |
| Missed Reason | String | No | No | Reason for the missed visit | Beyond processing time/ Insufficient sample collected / available/ Laboratory error/ Patient declined collection/ Poor sample quality/ Sample damaged/ Sample not collected by clinic / Clinic error/ Visit cancelled | Default Value: Not Specified |
| Comments | String | No | No | |||
| Activity Status | String | No | No |
| The value should be 'Active' during creation or kept blank, in which case it will take the default value as 'Active.' To delete the visit, keep the value as 'Disabled' and run 'Update' operation. 'Name' or 'Identifier' column is mandatory for this operation. | |
| Missed By#Email Address | String | No | No | Email address of the user who missed the visit | It should be an existing user. |