Serial Numbers (PSP mode, By Unique Serial Number)
Serial numbers are the individual tracking units for investigational product in PSP-mode studies configured with Tracking = By Unique Serial Number. Unlike IP Codes in Randomization mode, a serial number has no treatment-arm concept — PSP-mode studies are not randomized, so there is no Study Group to assign.
Navigate: IMP → Products → Serial Number
What this should show: the Serial Number list for a PSP-mode study, with the table columns described below.
Serial Number table columns
| Column | Description |
|---|---|
| Serial Number | Unique serial number identifier |
| Product | Product this serial number is associated with |
| Unit | Unit of measure |
| Status | Current status (Available, Dispensed, Returned, …) |
| Warehouse | Current warehouse holding the unit |
| Site | Site that received the unit (if delivered) |
| Method | Manual or Import — how the record was created |
| Expiration Date | Only shown when the study uses expiration tracking |
| Created On | Date the record was added |
There is no Study Group column and no Last Updated On column on this screen.
Add Serial Number (manual)
Click Add Serial Number to open the add dialog.
| Field | Behavior |
|---|---|
| Product | Required. Select the product this serial number belongs to |
| Unit | Pre-set from the product's default unit; cannot be changed from this form |
| Serial Number | Required. Enter the unique serial number |
| Expiration Date | Only shown when the study uses expiration tracking; optional when shown |
Click Submit to save the record.
Import Batch (bulk)
For large numbers of serial numbers, use Import Batch to upload a CSV or Excel file.
- Click Import Batch
- In the dialog, click Download template to get the required column format — the template also includes a reference sheet listing the study's products and their valid units
- Fill the template with your serial numbers (one per row)
- Upload the filled file using the file selector
- Click OK to import — a success notification confirms the batch was accepted
After import, the Serial Number list updates immediately with all new records.
CSV / Excel template columns
| Column | Required | Example value |
|---|---|---|
Product | Yes | Matches a product name in the study exactly |
Unit | No | If left blank, the product's default unit is used |
Serial Number | Yes | SN-001 |
Expiration Date | No | 31/12/2026 |
The import is rejected for any row whose Product value does not match a study product, or whose Unit value does not match a valid unit for that product.
Export
Click the export icon in the toolbar to download the current Serial Number list as CSV or Excel for audit or verification.
Related Docs
- IP Codes — By Lots
- Studies using Randomization mode instead: For Randomization Study — IP Codes