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IP Codes

Add and manage IP codes in the ClinicalDataS IMP module. Assign study groups, set expiration dates, and bulk import codes via CSV.

Last updated: 04/14/2026

IP Codes

IP codes are the individual tracking units for investigational product. Each code is assigned to a Study Group (treatment arm) at creation.

Navigate: IMP → Products → IP Code

IP Code list — empty state

IP Code table columns

ColumnDescription
IP CodeUnique code identifier (e.g., CRF-0001)
ProductProduct name associated with this code
UnitUnit of measure (e.g., Tablet)
StatusCurrent status (Available, Dispensed, Returned, …)
Study GroupTreatment arm this code is assigned to
WarehouseCurrent warehouse holding the code
SiteSite that received the code (if delivered)
MethodDispensing method
Expiration DateIP expiration date
Created OnDate the code was added
Last Updated OnDate of last status change
ActionEdit / Delete

Add IP Code (manual)

Click + Add IP Code to open the add dialog.

Add IP Code form — CRF arm filled

FieldBehavior
ProductPre-set; cannot be changed from this form
UnitPre-set; cannot be changed from this form
IP CodeRequired. Enter the unique code (e.g., CRF-0001)
Study groupDropdown. Select the treatment arm for this code
Expiration DateOptional. Enter or pick the IP expiration date
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 GroupArm
CardioRelief CRF-101Active treatment
PlaceboPlacebo arm

Click Add to save the code.


Import Batch (bulk)

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

Import Batch dialog — empty

  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

Import Batch dialog — file selected

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

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

IP Code list after bulk import — 1000 records

CSV / Excel template columns

ColumnRequiredExample value
IP CodeYesCRF-0003
Study GroupYesCardioRelief CRF-101
Expiration DateNo01/15/2028
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.


Export

Click Export as to download the current IP code list as CSV or Excel for audit or verification.