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Importing bulk subjects from a file

Note: To use the bulk import feature, you must use Microsoft Internet Explorer 10 or higher, or another browser supported by the InForm application.

Selecting a large number of subjects through the CRF Submit user interface may be time-consuming. This feature allows a user to point to a file containing the subject, associated site, and subject initials (if necessary) in a required format and import all the subjects at once.

This option is available for the following request types:

  1. On the PDF Request Settings page, in the Export Selection Criteria field, select By Subject.

    The Select Subjects dialog box appears.

  2. Click the Import Subjects tab.
  3. Select the file to import from your PD by clicking Browse and locating the file.

    This feature imports CSV files. CSV stands for comma-separated value and is an industry-standard format for importing and exporting data. The CSV file cannot be greater than 1MB.

    To create the CSV file:

    For example, an entry that includes Subject ID and Subject number string is, as follows:

    1. 100012,LLL

    Shown below are entries from a CSV file generated from an InForm study:

    1. 11510,2333
    2. 2333,012-001
    3. 22486,012-003
  4. Click Import.
  5. Click Save.

    The application adds the subjects to the list. To select the subjects, see CRF Submit workflow.

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