The bulk upload feature facilitates creating one or more orders for multiple samples at once using a CSV template. It is currently enabled in beta mode for the following tests:
- Genome Sequencing - Technical Only
- Genome Sequencing - Actionable Genetic Screening Panel
- Clinical Blended Genome Exome - Technical Only
- Clinical Blended Genome Exome with Resulting
To create an order via bulk upload, first select one of the tests above on the Test Selection page. Then select Bulk Upload under 'Test Options'.
Build Your Template
From here, you will need to create and populate your CSV template using the Template Builder. Refer to the 'Details' column for allowed values, examples, and additional information for each field. Conditional fields may or may not be required depending on the test type and project settings.
Tip: double click on values in the Allowed Values dropdowns to copy them to your clipboard
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Uploading a single file will create a single order with multiple samples unless specified on the Template Builder page. To split samples into individual orders, or group by an identifier, toggle on Split Orders in the top right hand corner of the template builder and then select by which identifier you would like to separate by in the dropdown.
Create Template
Once you've selected all fields that you would like included in your template, select Create Template at the bottom of the screen. This will automatically download a CSV file to your web browser, which you can then save locally to your computer.
Complete and Upload the Template
Next, open the template and complete the required patient and sample information.
Once complete, save the document as a CSV and return to the ordering application. Either drag the file into the field on the left hand side or select to browse files to upload.
Then select the Save and Continue button. The system will validate your CSV content and provide you with a list of errors to correct, if applicable.
If your submission runs into validation errors, the error will be noted in the 'Validations' tab, specifying the error type and its location in the template. All errors must be corrected in order to successfully upload the template. Ensure you are using the correct date format and/or allowed values, if applicable.
If you are submitting a DTP kit order and any patient addresses need to be reviewed/updated, you can correct and re-upload the CSV or use the Address Correction Tool.
If no validation errors exist or once all errors have been resolved, you may continue onto the next screen, review the information, and submit the order as usual.