Individuals utilizing the RDC client must be set up as Users by the organization’s Administrator. There are two types of RDC users: Those whose sole responsibility is to collect data via RDC, and those who have multiple responsibilities/privileges beyond remote data collection.
Creating a Remote Data Collector User
The steps below are for creating a user whose sole responsibility is to collect data via RDC.
Steps:
- Log into the Enterprise Manager as either the Administrator or a User with the Administrator Role over the Projects to which the Users will be added
- In the Enterprise Manager click on the Users Icon
- Click Take Action
- Select Add User
- In the Profile tab select the Remote Data Collector User Type
- Add the Logon Name, Display Name, Email (optional)
- Set the Expiration, if desired, and initial Password
- In the Illume Roles tab select the Security Type – either Survey or Project level
- Select the Project for this User to have access
- Select the Data Collector Role
NOTE: After selecting the Security Type, Project, and User Role, click the Add Role button for each role added.
- There are no Features to enable for this type of user
- On the Site Access tab assign the Sites/Site Groups to which the User has access (optional)
NOTE: Sites may or may not exist at the time of User creation. A Site can also be assigned afterward by editing the User.
- When all appropriate information has been entered for the User, click the Save button
- At the User Saved screen click OK
Creating a User with Multiple Roles
A User that is a Remote Data Collector in a may also have other roles within the project. For this reason they cannot be added as a Remote Data Collection User but must be a “Normal” User with a specific set of permissions.
Steps:
- Log into the Enterprise Manager as either the Administrator or a User with the Administrator Role over the Projects to which the Users will be added
- In the Enterprise Manager pane click on the Users Icon
- Click Take Action
- Select Add User
- In the Profile tab select the Normal User Type
- Add the Logon Name, Display Name, Email – Should be added because it can be used in alerts and other emails within the study
- Set the Expiration, if desired, and initial Password
- In the Illume Roles tab select the Security Type – for Project level
- Select the Project for this User to have access
- Select Data Collector and click Add Role.
- Add the additional Roles that are needed, clicking Add Role after each is selected
- Click the Features Tab
- Check the Remote Data Collection check box
- On the Site Access tab assign the Sites/Site Groups to which the User has access (optional)
NOTE: Sites may or may not exist at the time of User creation. A Site can also be assigned afterward by editing the User.
- When all appropriate information has been entered for the User, click the Save button
- At the User Saved screen click OK