Format a spreadsheet to import subject data

Overview

This page describes how to create an Excel workbook with subject data so it can be imported into a project.

Required Role(s)

• Project Management (required to import data)

Steps

1. The first row of the worksheet(s) must contain the variable codes 

   See the list of System Variables that can be imported

   
   

   Columns prefaced with a # are ignored in the import process

2. Subject data is listed on rows 2 and greater
3. When importing categorical variables (radio buttons or pick list type variables) use the pick list values, not the pick list name
4. Import Universal or Project data 
   1. The worksheet name must be Subject
   2. Minimum required column headings (variable codes)  
      1. ReferenceID
      2. SiteCode
      3. ProjectSpecificID (if enabled in the project configuration)
5.  Import Encounter data
   1. The worksheet name must match the interval being imported into
   2. Each interval is on its own worksheet

      If importing into a non-fixed interval and there is more than one encounter with the same encounter date for a subject utilize the Encounter Sequence.

   3. Minimum required column headings (variable codes)
      1. ReferenceID
      2. EncounterDate
         1. Required if new encounter or for a non-fixed encounter without an encounter sequence
         2. If importing into an existing encounter without an encounter date, the "Allow Subjects To Exist" box must be checked
6. Import Subject Medications
   1. The worksheet name must be SubjectMedication
   2. Minimum required column headings (variable codes)
      1. ReferenceID
      2. Trade Name
      3. Begin Date
      4. Medication Dose

         The dose should be in the Unit of Measure defined for the medication

      5. Times Per Day