From v5.0, you can create or update distribution protocols in bulk via CSV import.

Steps to import CSV

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Go to the distribution protocols list page, click on the 'Import' button, and select the option 'Distribution Protocols'.
Click on the '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 the 'Input Records File' field.
Select 'Import Type' as 'Create' to create or 'Update' to update the distribution protocol.
Click on the 'Validate and Import' button.
Refer 'Import status' to check the status of the 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.	TRUE FALSE	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

OpenSpecimen

Distribution Protocols CSV

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Steps to import CSV

Sample CSV

Data Dictionary

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