Steps to import CSV

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Go to the participant's list page of the collection protocol whose visits custom form values has to be added/updated.
Click on the 'More' button and select the option 'Biospecimen Data.'
Select desired form, E.g., ' Pathology' from the 'Select Record Type' visits' dropdown and click on 'Download Template File' to download the template file.
Enter all valid data in the template file as mentioned in the 'Data Dictionary' table below.
Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' to add or 'Update' to update values of the custom forms or 'Update Else Create' to either create or update record. For the 'Update Else create' feature please refer to Update Else Create Operation.
Click on the 'Validate and Import' button.
Refer the 'Import status' to check the status of the import job.

Example Form

Base Haematology Pathology Annotation Form

Sample CSV

Data Dictionary

Column Name	Datatype	Mandatory? (Create)	Mandatory? (Update)	Description	Permissible Values	Validations
Record ID	Integer	No	No	Need not be specified while adding a new record.		For multiple records, update the record id required.
Visit Name	String	Yes	Yes			The visit should be existing within the system.
Specimen Procedure	String	No	No	Valid value from the list.	Permissible Values File
Comment	String	No	No
Other Specimen Procedure	String	No	No
Biopsy Or Aspirate Site	String	No	No		Left posterior illiac crest Not applicable Not specified Other Right posterior illiac crest Sternum
Adequacy Of Specimen	String	No	No		Limited Not Specified Satisfactory Unsatisfactory
Cytogenetics Status	String	No	No		Not Specified Not performed Performed Performed - See separate report
Cytogenetics Result	String	No	No
Immuno Phenotyping Status	String	No	No		Not Specified Not performed Performed Performed - See separate report
Immuno Phenotyping Result	String	No	No
Immuno Phenotyping Method Used	String	No	No
Other Biopsy Or Aspirate Site	String	No	No
Pathologic Finding#1#Pathologic Finding Details	String	No	No	In the case of Sub Forms, multiple values can be specified by adding additional columns in the csv as: Pathologic Finding#2#Pathologic Finding Details Pathologic Finding#2#Detail Pathologic Finding#3#Pathologic Finding Details Pathologic Finding#3#Detail	Permissible Values File
Pathologic Finding#1#Detail	String	No	No
Histologic Type#1#Type	String	No	No	In the case of Sub Forms, multiple values can be specified by adding additional columns in the csv as: Histologic Type#2#Type Histologic Type#2#Details Histologic Type#3#Type Histologic Type#3#Details	Permissible Values File
Histologic Type#1#Details	String	No	No

OpenSpecimen

Visit Custom Forms CSV

Analytics

Steps to import CSV

Example Form

Sample CSV

Data Dictionary

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