Adding Participants in the Enterprise Manager

Participants can be added to a Derived list directly from within a study.  This will automatically add them to the Master Participant list that the Derived list was originally created from.

Participants can be added to a Master Participant List or Derived List from within the Enterprise Manager.

Participants may be added manually, one at a time, or uploaded, in mass, with a tab delimited file.

Manually Add New Participant

To manually add a new participant to a Participant List:

1. Log in to the DatStat Gateway as a User with Participant Management ability
2. Navigate to the Enterprise Manager
3. Expand the appropriate Project
4. Select Participant List
5. Click on the View Participants Icon in the row of the appropriate Master or Derived Participant List
6. Select Add New Participant from the Take Action drop-down
7. Enter all of the appropriate Participant data in the Standard Participant Properties tab.
8. Add any additional information in the Custom Participant Info tab.
9. Select multiple Case Owners from the User Access tab
10. Click Save and OK.

NOTE: Make sure to select the appropriate Study Arm for the participant if this participant should be enrolled in a Study.

Importing Participants from a List

A list of participants can be imported in bulk into the system using the Import Participants option.

Start by creating a Tab Delimited Text file where the Participant Definition names are the column headers.

To Import a list of new participants into a Study Arm, take these steps:

1. Log in to the DatStat Gateway as a User with Participant Management ability
2. Navigate to the Enterprise Manager
3. Expand the appropriate Project
4. Select Participant List
5. Click on the View Participants Icon in the row of the appropriate Master or Derived Participant List
6. Select Import Participants from the Take Action drop-down

7. Use the Browse button to select the Tab Delimited Text file.
8. Select the desired Import Options
9. If using this list to add Custom Participant Definitions check the "Create participant list properties that do not exist" check box
10. Click the Save button
11. There will be an update either telling you of a possible error or how many participants were successfully imported.
12. At the Participants Updated screen click OK

NOTE: If the file does not contain information for all Required Properties an error message will be presented.  It will only upload the Participants that have data for all Required Properties.

Edit Participant

Users may edit Participant Definitions by clicking on the Edit Participant icon from any data grid.

Clicking on this icon will bring up the Edit Participant form.

Make the appropriate changes and click the Save Changes button.