IP Codes (Randomization mode)

IP codes are the individual tracking units for investigational product in Randomization-mode studies. Each code can optionally be linked to a Study Group (treatment arm).

Navigate: IMP → Products → IP Code

1. Add a single IP code
2. Import a batch of IP codes from a file

IP Code table columns

Column	Description
IP Code	Unique code identifier (e.g., CRF-0001)
Product	Product name associated with this code
Unit	Unit of measure (e.g., Tablet)
Status	Current status (Available, Dispensed, Returned, …)
Study Group	Treatment arm this code is assigned to
Warehouse	Current warehouse holding the code
Site	Site that received the code (if delivered)
Method	How the code was added: Manual or Import
Expiration Date	IP expiration date
Created On	Date the code was added
Last Updated On	Date of last status change
Action	View and Edit; Validate for codes in New status. The more menu holds Delete, and Remove for codes in New or Released status

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Add IP Code (manual)

Click + Add IP Code to open the add dialog.

Field	Behavior
Product	Pre-set; cannot be changed from this form
Unit	Pre-set; cannot be changed from this form
IP Code	Required. Enter the unique code (e.g., CRF-0001)
Study group	Optional. Select the treatment arm for this code
Expiration Date	Only shown when the study uses expiration tracking; required when shown

Unblinded — Restricted Access

The Study group field reveals which treatment arm an IP code belongs to. This is unblinded information. Only users with the Unblinded Supply Manager role (or equivalent) should add or view IP codes with study group assignments.

Study group options (example: CARDIO-RELIEF 2025)

Study Group	Arm
CardioRelief CRF-101	Active treatment
Placebo	Placebo arm

Click Add to save the code.

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Import Batch (bulk)

For large numbers of codes, use Import Batch to upload a CSV or Excel file.

1. Download the template with the required columns

1. Click Import Batch
2. In the dialog, click Download template to get the required column format
3. Fill the template with your IP codes (one per row)
4. Upload the filled file using the file selector

5. Click OK to import — a success notification confirms the batch was accepted

After import, the IP Code list updates immediately with all new codes.

CSV / Excel template columns

Column	Required	Example value
IP Code	Yes	CRF-0003
Study Group	No	CardioRelief CRF-101
Expiration Date	No	01/15/2028

Rows with no Study Group value import successfully — the code is added unassigned to any treatment arm and can be assigned later.

tip

For a double-blind study with 500 codes per arm, prepare two sets of rows in one file or import separately:

• 500 rows with Study Group = CardioRelief CRF-101 (CRF-0001 → CRF-0500)
• 500 rows with Study Group = Placebo (PBO-0001 → PBO-0500)

The system will reject the entire batch if any IP Code already exists, so ensure codes are unique before importing.

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Export

Click the export icon in the toolbar to download the current IP code list as CSV or Excel for audit or verification.

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Related Docs

• IMP Setup — Randomization Mode
• Studies using PSP mode instead: For PSP Study — IP Codes