Moving child specimens from one parent to another

Problem: Aliquots were created under an incorrect parent and need to be moved to the correct parent specimen.

Solution: There is no feature to move aliquots. The best option is to delete and recreate it via the UI.

Below is a workaround, but it has the following shortcomings:

1. Data in specimen events and forms will not be transferred. If you wish to retain, you will have to repeat the steps below for the forms and events.

2. System events like transfer, distribute, etc cannot be recreated.

3. If the specimens are already distributed, then you have to delete the orders and recreate them.

1. Take data backup: Export the aliquots data into a CSV file using the ‘Export’ option

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1. Deletion: Delete the aliquots using CSV or the user interface (you can delete in bulk via UI).

2. If CP has label formats:

   1. You must remove them before importing, as OpenSpecimen does not allow creating new specimens with labels.

   2. Remove the label formats temporarily and record the formats in a text file.

3. Update CSV Export: Update the exported file to replace the value in ‘Parent Specimen Label’ with the new parent specimen.

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   1. You need to replace/remove the value in the ‘Specimen Requirement Code’ if you are moving a planned specimen

   2. Make sure you delete the old specimens before importing.

4. It is essential to ensure that the parent and child types are consistent; otherwise, the upload will fail. For instance, if the derivative is classified as ‘Serum,’ the aliquots file must also reflect this type.

5. Create Aliquots: Import the updated file with the import type as ‘Create’

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6. Put back the aliquot format in the label format settings.