Move participants from one CP to another

Moving participants from one CP to another has some complexities to consider based on the setup

Pre-requisites:

1. The same custom fields form should be attached to the original and target CP

2. Consents are set up before uploading the data

3. When moving visits, all boxes that contain specimens for that visit shall allow storing specimens from Target CP

Steps to Move Participants

To successfully move the data, please follow the steps outlined below.

1. Export Participant Data: (Wiki page)

   • Use the export feature to download the participant data from the current CP.

   • Export consents data (if any).

   • Export form data for forms attached at participant/registration level (if any).

2. Create New Participant Entries: (Wiki page)

   • Modify the exported data file to update the ‘CP Short Title’ to reflect the target CP name.

   • Upload the revised file, selecting the import type as ‘Create’ to add participants to the target CP.

3. Import consent and form data (if applicable):

   • Update the consent and form data file to change the CP Short Title

   • Upload the file with import type as ‘Create’ to add the consents and form data in the target CP.

4. Move Visits/Specimens (if applicable):

   • If the participant has any visits or specimens associated with them:

     • Make sure that the custom forms if any are attached before moving the data

     • https://openspecimen.atlassian.net/wiki/x/DYBNGw from the old participant entry to the newly created one.

   • If there are no visits or specimens, you can delete the participant directly from the old CP.

5. Delete the Old Participant:

   • After successfully transferring data, delete the old participant from the original CP.

This method effectively allows you to transfer participant data between different CPs while ensuring the integrity of your data.