Steps to Import CSV

Log in and go to the CP overview page.
Click on the 'More' button and select 'Import Events' from the dropdown.

3. Click on 'Download Template File' to download the template file from the 'Import Events' page.

4. Enter all valid data in the template file as mentioned in the 'Data Dictionary' table.

5. Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' to create or 'Update' to update events.

6. Click on the 'Validate and Import' button.

7. Refer to 'Import status' to check the status of the import job.

Copy events from one env to other

We come across use cases where events in live Collection Protocols (CPs) needs to be updated or client analysts make changes across multiple CPs and needs to move them into other env. From v10.3 it is possible to export-import events across single/multiple/all collection protocols.

Steps:

Select collection protocol/s from list view from env 1 (e.g.Test)
Export events which you need to update
Remove the 'Identifier' column in CSV
Import into env 2 (e.g.Prod )(if CP short title matches, system will update events)
In Prod, 'Close' all the events/ SRs which you don't want people to use

OpenSpecimen does allow you to update the events for existing collection protocols. If there are any associated visits/ specimens collected, you will not be able to delete event. However, you have an option to close current event and start collecting using new event.

Sample CSV

Download

Data Directory

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

Column Name	Data type	Mandatory? (Create)	Mandatory? (Update)	Description	Permissible Values	Validations
Identifier	Number	No	Yes	System auto-generated unique number for every event.		Mandatory while updating events.
CP Short Title	String	Yes	Yes	CP Short Title, in which event needs to be added		It should be unique within the system.
Event Code	String	No	No
Event Point	Integer	No	No
Event Point Unit	String	No	No		DAYS WEEKS MONTHS YEARS
Event Label	String	Yes	Yes	Event Name
Clinical Diagnosis	String	No	No	Any Valid Clinical Diagnosis present in PV's
Clinical Status	String	No	No	Any Valid Clinical Status present in PV's
Default Site	String	No	No
When to Print	String	No	No
Print Copies	Integer	No	No
Activity Status	String	No	No	Activity status for an event	Active/Disabled	Use 'Disabled' to delete the events.

Events CSV

Steps to Import CSV

Copy events from one env to other

Sample CSV

Data Directory