- Navigate through the main menu to CRF -> Imports - > Recurring subchapters;
- Upload you import file;
- Select the site, the column that needs to be used as patient number, the subchapter to which it needs to be imported, and the column that needs to be used as reference number;
- Select, dependent on the settings of your study, optionally the columns that need to be imported to established fields date of birth, enrolment data, and email address;
- Link your columns to components in ResearchManager.
- Test the import;
- Start the import if no mistakes can be found.
When you perform the study it can happen that a part of the data is not entered in ResearchManager. You already have it in a Excel file. At ResearchManager we understand that is convenient to have all your data neatly together. That is why there is a built-in import function. With this you can effortlessly upload your excel files and add it to your data in ResearchManager. For recurring subchapter it works a bit different than for other data. In this manual you can read how it works.
Go to https://myresearchmanager.com/NameCustomer . Log in with your username and password.
Attention: Does your organization use multiple modules within ResearchManager? In that case it could be that you first enter the module portal. Click on “EDC (Data management)”. Dependent on your settings it could be that you enter one of our other modules first. If you do not see “EDC (Data management)” in the top left corner of your screen, click on the logo you do see to get to the module portal. Then, click on “EDC (Data management)” as well.
Step 1: Navigate towards ‘Imports > Recurring subchapters’
Now you see the starting page. Place your mouse at the top, in the menu bar, on ‘CRF’, then on ‘Imports’ and click on ‘Recurring subchapters’.
Step 2: Selecting import file type
Now you find yourself on the import page for recurring subchapters. By clicking on the button ‘Select file’, you select a pop-up in which you can choose your import file. When you have done this, the name of this file appears in the place you could first select it.
Left to the file name there is a dot: red means that it is not an appropriate file to import, green means you can proceed – the next page will automatically be loaded. Then you will see a line in which says that the file has been loaded successfully.
Is the dot red? Then check the file format of your import file. Only excel files that end in ‘.xls’ or ‘.xlsx’ can be imported. These files need to conform to one of the following structures:
~Type importfile: Nested
Patients are in the leftmost column, per patient there are just as many rows as references you want t add or remove for this patient. Per reference one row needs to be used. Components each have one column.
~Type importfile: Tabs
Patients are all in their own tab. In each tab there is one row per reference. Components each have one column.
Step 3: Assign import to site
When you have loaded your importfile, select the site to which you want to add the patients from the file. Research manager detects by itself whether the file uses nested or tab structure, you only have check it. If your file has a nested structure , select the column with patient numbers – according to this the patients will be created. Then, you need to select the reference column and the desired date format.
If you use PSS or randomization for which a date of birth is necessary, you also have the option here to link a column to the fields date of birth, email address, or enrolment date.
Step 4: Linking columns to components
Now you see a list with all columns from your import file. All columns form which you want to import data , need to be selected by means of the check on the left side. Now you only need to make sure that the right components are linked to the right columns.
ResearchManager will first try to link the columns to the components automatically:
- Initially, it will check whether a link of a column title with a component has been made manually for this study before. If this is the case, then the link will be reused;
- Then it will check if column names are present in the excel file, that exactly match the complete export tag of a component in the ResearchManager, that has not already been linked in the process before. If this is the case, the link is made automatically.
- Finally, the ResearchManager checks if column names in the excel file match the title of a component in research manager. If this is the case, a link will be also be made automatically here. This link is only made if the title in ResearchManager is unique, and only with components that do not already have a link.
For all components that cannot be linked automatically, a link needs to be made manually. You do this by clicking on the pencil in the edit column, selecting a component, and checking the box in front of the line.
Step 5: Testing import or starting import immediately
Finally, you see two buttons: ‘Test import’ and ‘Start import’. We advise you to test the import first. Should there be any mistakes – for example, if you try to import a column with text to a numerical component – then they will be found with testing. If no mistakes are found, you can click on ‘Start import’. Then the real import begins.
Step 6: Overview of all completed exports
When a (test)import is finished you will see it in the table at the bottom of the page. There it says if the information is imported partly or completely. Click on an import to see more details. For partly imported files you can find the details of the faults that were found here.