Exporting and Importing Requisition Templates

This article describes how to export a Requisition Template and then import it to create a new requisition template just like it.

Export Requisition Templates

Note: If moving requisition templates between Sandbox and Production, be sure that all Sample Types are the same between the two environments before proceeding. Sample Types can be found in More > Lab > Sample Types.

1. Go to the Projects page, select the applicable project
2. Go to the Settings tab
3. Click the 3 dots to the far right of the applicable requisition template, choose Export
4. Open the json file generated and edit any needed fields
   1. Required changes if moving projects between Sandbox and Production
      1. Check the following objects to make sure their values are set to null as listed below:
      1. "print_template_id": null,
      2. "patient_consent_version_id": null,
      3. “medical_consent_version_id”: null
      2. Replace all references of sandbox with production (or vice versa)
   2. Other changes to consider:
      1. “name” under “requisition_template”, “name”
      2. “display_name” under “associated_report_configurations”
      3. “remote_function_name” under “configuration” under “associated_report_configurations” (may need to update from sandbox to production)
5. Save any json edits

Import Requisition Templates

1. Go to the Projects page, select the applicable project
2. Go to the Settings tab
3. Click the green Add Requisition Template button and choose Import Requisition Template
4. Upload the json file, click Create
5. Review the new requisition template to be sure everything imported properly