Participants can join your project in a few different ways, as described in enrolling using MyDataHelps. You can invite participants from inside RKStudio using the "Invitations" tab.
You can enter invitations manually in the text field, or upload a Comma-Separated Value (CSV) file, exported from Microsoft Excel or a similar application.
The first line will contain the field names for each column. Additional lines will contain data for each participant, one per line, with the fields separated by commas. For example:
Available fields are listed in the right panel. They include standard fields, described below, and any custom event dates you have defined for your project.
Other custom fields are not available in project invitations.
|The participant's email address. This field is required.|
A unique ID you assign to each participant.
Note: If you enable "Requires Identifier Validation" in your project settings, the participant will be required to input this identifier to complete enrollment. RKStudio will not send or display this identifier to the participant, so you will need to provide the identifier to the participant yourself, or enter it for them in a clinic setting.
||The pieces of a participant's name are entered as individual fields.|
The participant's date of birth. Supported formats include:
The participant's gender. Supported values include:
||This field can represent any other identifier you wish to associate with the patient, such as a Medical Record Number.|
An email address is always required for each row. A participant identifier may also be required if you have enabled "Requires Identifier Validation" in your project settings. The other fields are optional.
For instance, if you'd like to just invite a handful of people via email and do not want to enter an identifier, name, DOB, or anything else, you can enter something like the following: