Import a Project

Overview

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

Required Role(s)

• 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 Import Project in the left panel
3. Click the Browse button, 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 imported
5. Enter the license key you were given by your ScienceTRAX representative in the License Key field
6. Users with a System Setup role will see a checkbox Create sites that do not exist

   1. The account must have sites that match sites in the project being imported

   2. Users with a System Setup role can check the box for Create sites that do not exist to add new sites
7. Check the box for Import user role assignments to include the same user roles as in the project being imported  

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

8. Click the Submit button