1 Introduction
2 Add a new dropdown
3 Add values
- 3.1 Add properties to the values
- 3.2 Edit values
- 3.3 Delete values
- 3.4 Archive values
- 3.5 Re-activate the archived values
4 Import CSV
5 Export CSV
6 Update Dropdown Values
7 Bulk Delete
8 Changing Specimen Type's Units
9 Adding new Specimen Classes (v10.3)
10 Default values
11 Vital Status Properties(v10.0)

For Enterprise Edition Only - This feature is available only in the Enterprise Edition

Introduction

Using this plugin, super admins can update any dropdown list values in the application. To access, go to Home → Extras → Dropdown Manager.

Features include:

Add a new dropdown
Add new value
Edit or delete existing values
Import/Export values
Set properties like units for specimen types, abbreviations, etc.

Add a new dropdown

You can add new dropdowns in the dropdown manager.

Users can add a new dropdown altogether. Follow the below steps:

Go to: Home → Extras → Dropdown Manager.
Click on the '+Add' button.
Enter the value of the 3 mandatory fields present on the screen
Unique ID: The unique attribute name of the dropdown. This is how the dropdown name will be saved in the database.
This appears in brackets once you click on an existing dropdown

Name: Name of the dropdown
Definition: Information regarding the dropdown
The name and definition appear on the dropdown list page as follows
Fill in all the three values and click on Add.

Add values

After creating the dropdown you can add values to them.

Go to: Home → Extras → Dropdown Manager.
Look for the field of interest. E.g., 'Collection Container'.
Click on the '+Add' to add new values.

Fields	Description

Fields	Description
Parent Dropdown	Used only in the case of 'Specimen Type' fields. This is to configure the parent-child relationship between dropdown values.
Dropdown value	The value of the field.
Concept code	If you want to assign a code to the value. E.g. SNOMED code, ICD code, or your own code (like 1 for Male, 2 for Female). If the concept code is set, it is displayed in the dropdown for that value. E.g. This is useful especially in dropdowns like clinical diagnosis which has 1) a lot of values 2) standard vocabulary like SNOMED or ICD etc. During data entry, you can search by concept code rather than free text to avoid errors (since often you get SNOMED codes from the labs rather than text). In the future, this will be available in the query interface to include the codes in the query results.
Properties	Some fields could have extra properties, like specimen type abbreviations, units, etc. Read the Properties section below.

Add properties to the values

You can add different properties to the values in the dropdown like quantity units, concentration units, abbreviations etc.

Go to: Home → Extras → Dropdown Manager.
Look for the field of interest. E.g., 'Specimen Type'.
Click on the '+Add' to add new values.

Below are the specimen-type properties

Attribute	Property Name	Property Value	Description

Attribute	Property Name	Property Value	Description
Specimen Type	abbreviation	Abbreviation for the specific specimen type	Used for replacing the value of %SP_TYPE% token for specimen label auto-generation.
Specimen Type	quantity_unit	Quantity units for the specific specimen type	Used to display the units on the specimen pages. Value can only be plain text. If special characters like symbols need to be used, it needs to be specified under quantity_display_unit. For e.g., μg/m³ By default, the units are set at classes level which will apply to all types under it: Tissue: gm Fluid: ml Molecular: µg Cell: count
Specimen Type	quantity_display_unit	Quantity display unit for the specific specimen type	Used to display the units on the specimen pages. For example - µg. If both quantity_unit and quantity_display_unit are specified, quantity_display_unit is used to display unit in all pages.
Specimen Type	concentration_unit	Concentration unit for the specific specimen type	For example - microgram/ml
Specimen Type	concentration_display_unit	Concentration display unit for the specific specimen type	For example - µg/ml. Similar to quantity unit, concentration_display_unit is only used when special symbols or characters need to be displayed. If its only plain text, then specifying concentration_unit is sufficient.
HL7 Mapping	hl7_value	Mapping HL7 Values to OpenSpecimen Dropdown	More details are available on https://openspecimen.atlassian.net/wiki/x/AYAekQ
REDCap Mapping	Depends on use-case	Mapping HL7 Values to OpenSpecimen Dropdown	More details are available on REDCap Configuration in OpenSpecimen \| Mapping PVs from REDCap to corresponding PVs of OpenSpecimen

Edit values

It is also possible to edit and update any of the value in the dropdowns.

Since v6.2, editing of dropdown values is supported via Dropdown manager - even if it is already used. All the records are automatically updated if the value is already used.

To edit, go to the overview page of the dropdown value and click 'Edit'.

Delete values

You can delete values which you do not want the users to add data for.

Deleting of values is supported only if the value is not used. A value cannot be deleted if it is used in previous records.

To delete, go to the overview page of the dropdown value and click 'Delete'.

To delete all the values in a dropdown, go to the required dropdown → click on 'Delete All'.

Archive values

The values that are used for data entry cannot be deleted, hence you can archive such value so that they are not visible for future data entry and existing records retain them

Re-activate the archived values

It is possible to reactivate the archived values and they will be available for the data entry

Import CSV

To add multiple values, OpenSpecimen supports the upload of these values.

Export CSV

You can download all the values from the application to a CSV file

Update Dropdown Values

You can update the dropdown values based on the identifier and even the properties based on the value

Bulk Delete

If you want to delete values in bulk, you can use a file import to disable them.

Changing Specimen Type's Units

Adding new Specimen Classes (v10.3)

Before v10.3, only 4 specimen class (Fluid, Molecular, Tissue and Cell) were supported. From v10.3 onwards you can different specimen class like plants, microbes etc depending on your requirement.

Default values

To download a list of default values for different dropdowns like anatomic site, clinical diagnosis, see below

Vital Status Properties(v10.0)

In the previous version, OpenSpecimen allowed entering the Death Date only when the 'Vital Status = Dead'. From version v10.0, any PV can be used to indicate the dead patients - Dead, Deceased, Expired, Gone, No More etc as long as the PV prop 'dead' is set to true.