Page History

...

1. Locate the Participants grid. This is the bottom frame in the Participants tab.
2. In the grid menu, click on Insert data (+ symbol), then Import Bulk Data.
   
   
   
   
3. Download the Participants file template (click on the Download Template button) to get the correct header information.
4. Enter the participant data according to the table above outlining required versus optional fields.
5. Upload the Participants file to the Upload file section. Alternatively, the data can be copy-pasted directly from a spreadsheet or text document, as long as they are separated by tabs (not spaces) or commas and the proper format (tab separated/comma separated) dropdown option is selected.
   1. Ensure that either method includes the proper header information.
   2. Note that importing Participants in bulk will bypass the initial check that ensures data is in the correct format. This is especially important for fields linked to lookup tables (Sex, Clinic, Relationship, and Complete Trio). In order to ensure proper lookup entities are kept, select the ‘Import Lookups by Alternate Key’ box when uploading data.
6. The submit button will insert the bulk data into the Participants dataset.
   1. Note that any errors will be displayed at the top of the page. These errors and may not be intuitive, as they may be generated by PostgreSQL rather than LabKey. For non-specific errors, please contact the LabKey administrator.

Editing Participants

In the Participants grid view, each Participant can be edited by selecting the pencil icon to the left of the Study Participant ID column. The user will then be taken to the Update Dataset Entry page with the corresponding Participant ID in the top row.

...

Note that the Participant ID and Study Participant ID are uneditable, as changing these values may affect linkages with Specimen and Instrument data. If the Participant is entered mistakenly, or if there are errors while entering the Participant ID, it is recommended to delete the participant record (assuming it is not already connected to any specimen records). If updating the Participant or SP-ID is necessary, please contact the LabKey Adminstrator.

Deleting Participants

In the Participants grid view, each participant can be deleted by selecting the checkbox in the left-most column, and navigating to the top of the grid to click on the DELETE button. An alert box will appear in the browser asking for confirmation to delete the selected rows (participants).

...