Add Study from File

A Study may be imported from a file that was exported from another Study or System. Because Studies now are required to be associated with a Derived Participant List, Users must specify a Derived Participant List name.

 

NOTE: Users can only import a study to a system with the same product version number from which it was exported. For example, a Study exported from a Discovery 2.x system cannot be imported into a Discovery 3.x system.

 

ImportStudy.gif

Create New Master Participant List

  1. Must be logged in as a User with the Administrator and/or Study Administrator Role for the Study/Project or System
  2. Click on the Enterprise Manager Link in the upper right corner of the browser if you haven’t been taken directly there at login
  3. Expand the Project where the study will be located
  4. Click on the Studies icon
  5. Click on Take Action in the upper left
  6. Select Add Study from File
  7. Select Create New Master Participant List or Merge with Existing Master participant List
  8. Provide a name for the new Master Participant List
  9. Provide a name for the new Derived Participant List

NOTE: Names must be unique for each Participant List and Study

  1. Enter the name of the new study
  2. Select the Project for the Study
  3. Browse to find the XML file to import for the study
  4. Add a Description if desired
  5. Click Next
  6. A window will come up with warnings about any caveats to the import
  7. Click Next
  8. Import will begin. On complete, a link will be available to begin configuring the study or click OK to finish

 

Considerations:

  • If an Event Handler specifies a specific User the User will be removed from the Event (e.g. IF DATSTAT CASEOWNER = ‘Joe Smith’ THEN <<DO ACTION>> will be removed from the workflow because Joe Smith does not necessarily exist in the system and if he does, it may be a different Joe Smith)
  • Surveys will be imported unless a survey with the same name already exist
  • Unique Surveys will be Imported but not automatically Published
  • Sites and Site Groups will be imported if the User is a System Administrator and they do not already exist in the system
  • If Relations are used they will be added to the Master Participant List and automatically inherited by the Derived List that was created

Merge with Existing Master Participant List

  1. Must be logged in as a User with the Administrator and/or Study Administrator Role for the Study/Project or System
  2. Click on the Enterprise Manager Link in the upper right corner of the browser if you haven’t been taken directly there at login
  3. Expand the Project where the study will be located
  4. Click on the Studies icon
  5. Click on Take Action in the upper left
  6. Select Add Study from File
  7. Select Merge with Existing Master Participant List
  8. Select the new Master Participant List from the drop-down
  9. Provide a name for the new Derived Participant List

NOTE: Names must be unique for each Participant List and Study

  1. Enter the name of the new study
  2. Select the Project for the Study
  3. Browse to find the XML file to import for the study
  4. Add a Description if desired
  5. Click Next
  6. A window will come up with warnings about any caveats to the import
  7. Click Next
  8. Import will begin. On complete, a link will be available to begin configuring the study or click OK to finish

 

Considerations:

  • If an Event specifies a specific User the User will be removed from the Event (e.g. IF DATSTAT CASEOWNER = ‘Joe Smith’ THEN <<DO ACTION>> will be removed from the workflow because Joe Smith does not necessarily exist in the system and if he does, it may be a different Joe Smith)
  • • Surveys will be imported unless a survey with the same name already exist
  • Unique Surveys will be Imported but not Published
  • Sites and Site Groups will be imported if the User is a System Administrator and they do not already exist in the system
  • If Relations are used they will be added to the Master Participant List and automatically inherited by the derived list that was created
  • Relations from the XML file will be added to any already existing Relations in the Master file
  • Master Custom Participant Definitions specified in the export file will be automatically added to the newly created Derived Participant List rather than being associated to the Master Participant List

Import as a Template

  1. Must be logged in as a User with the Administrator and/or Study Administrator Role for the Study/Project or System
  2. Click on the Enterprise Manager Link in the upper right corner of the browser if you haven’t been taken directly there at login
  3. Expand the Project where the study will be located
  4. Click on the Studies icon
  5. Click on Take Action in the upper left
  6. Select Add Study from File
  7. Select Import as a Template
  8. Enter the name of the new Study Template
  9. Select the Project for the Study Template
  10. Browse to find the XML file to import for the study template
  11. Add a Description if desired
  12. Click Next
  13. The Template will now be in the Data Grid in the Study Templates tab