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Overview

 The  This page describes the steps to import a project into a StudyTRAX account.

...

• Project Management
• System Setup (only required if new sites need to be created)

Steps

1. Click the Projects main menu item (top of page)
2. Click the Import Projectbutton in the left paneltoolbar
3. Click the Browse buttonwhere noted to select the file, locate the project XML file to import, and click Open
4. Optional:  Enter a new project name; if a name is not entered the project will have the same name as the project being importedOptional:  if you have a System Setup role there will be a checkbox

5. Enter the license key you were given by your Studytrax representative in the License Key field (the project can be imported to allow one subject without a license key)

6. Check the box for Create sites that do not exist

   InfoThe account must have sites that match

   if the sites in the project being imported

   Users

   aren't already set up in Studytrax  

   Info
   Only users with a System Setup role

   can check the box for Create sites that do not exist to add new sites  

   will have this option

   
   

7. Check the box for Import user roles to include the same user roles as in the project being imported  

   Note
   This checkbox will include only those users who are already set up, it will not create new users

   
   

8. Click the Import button

   
   

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