Import

The Import functionality within the Study Settings allows users to import subject records through a pre-defined template.

To import the subject records, follow the steps below.

1. Navigate to the Study Settings by following the steps detailed in the Study Settings section.
2. Click on the Import link from the left-hand navigation pane.
3. Expand the Templates section and click on the Download Subjects Import Template button to download the template.

   

4. Save the template as a Microsoft Excel Worksheet.

   

5. In the downloaded template, fill in the following information within the Subjects tab.
   1. Subject ID
   2. Randomization ID
   3. Screening Number
   4. Enrollment ID
   5. Subject Initials
   6. Date of Birth
   7. Site Number
   8. Screening Failure Reasons
   9. Early Termination Reasons
   10. Subject Outcome
   11. Notes
   12. Current Status
   13. Screened Status Date
   14. Screen Failed Status Date
   15. Run-in Status Date
   16. Randomized Status Date
   17. Enrolled Status Date
   18. Treated Status Date
   19. Early Terminated Status Date
   20. Lost to Follow-up Status Date
   21. Completed Status Date

   22. Withdrawn Status Date

       

6. Fill in the following details in the Subject Visits tab.
   1. Subject ID
   2. Site number
   3. Status
   4. Visit Date
   5. Type
   6. SDV Date
   7. Notes
   8. Visit Name
   9. Visit Reference
7. Within the Study Settings > Import screen, expand the Import Subjects section and upload the file by using the Drag & Drop or manual upload functionality.

   

8. Click on the notifications (bell) icon and select the ‘Get Job Results’ button.

   

9. On the ‘Failure Reason’ screen, view the number of successful and failed records.