Pre-requisites

The specimens to be distributed should be in collected status.
A distribution Protocol should be created.

Steps to import CSV

Go to the orders' list page
Click on 'Import' button and select option 'Orders'
Select the desired distribution protocol from the 'Distribution Protocols' dropdown and click on 'Download Template File' to download the template file
Enter all valid data in the template file as mentioned in the below 'Data Dictionary' table
Upload the filled template file in 'Input Records File' field, select 'Import Type' as 'Create' to create or 'Update' to update orders
Click on 'Validate and Import' button
Refer 'Import status' to check the status of import job

Sample CSV

Data Dictionary

Column Name	Datatype	Mandatory (Create)?	Mandatory (Update)?	Description	Permissible Values	Validations

Column Name	Datatype	Mandatory (Create)?	Mandatory (Update)?	Description	Permissible Values	Validations
Identifier	Number	No	Yes	Unique identifier generated by system per order
Name	String	Yes	Yes	The Name of the order under which the specimens have to be distributed		The name should be unique across the system
Receiving Site	String	Yes	Yes	Name of the site where the specimens are distributed
Execution Date	Date	No	No	Date on which the specimens are distributed		Select the correct date format from UI based on the data in the file
Tracking URL	String	No	No	URL to track the order status
Comments	String	No	No
Order Status	String	Yes	Yes	Status of the created order whether it is already executed or still pending	EXECUTED PENDING	Should be valid value from the list
Distribution protocol #Short Title	String	Yes	Yes	Name of the Distribution Protocol (short title) under which the specimens are distributed
Requestor #Email Address	String	Yes	Yes	The user's (requestor) email address to whom the order is sent
Distributor #Email Address	String	No	Yes	Distributor's email address, who is executing the order		In v3.4 if left blank system will add a user who created distribution order as a distributor
Order item #Quantity	Double	Yes	Yes	The amount of the specimen being distributed		Mention only the value not the unit. For eg. If quantity is 2 ml mention only 2.
Order item #Status	String	Yes	Yes	Status of the specimens being distributed. It is 'DISTRIBUTED' if some amount of the specimen is given and is ' DISTRIBUTED AND CLOSED' if all of the specimens are given away	DISTRIBUTED DISTRIBUTED_AND_CLOSED	Should be a valid value from the list
Order item#Specimen#CP Short Title	String	Yes	No	Name of the Collection Protocol (short title) of the specimens to be distributed
Order item#Specimen#Label	String	Yes	Yes	The label of the specimens to be distributed
Order item#Specimen#Barcode	String	No	No	Barcode of the specimens to be distributed
Order item#Holding Location#Container	String	No	No	Temporary location where the specimen will be transferred to and stored until the researcher picks it up (retrieves) for his use.
Order item#Holding Location#Row	String	No	No
Order item#Holding Location#Position	String	No	No

Distribution orders CSV

Pre-requisites

Steps to import CSV

Sample CSV

Data Dictionary