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Inviting Participants

Linda Naughton
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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.

invitations.png

 

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:

Email,LastName,Gender
test@example.com,Smith,Male
test2@example.com,Jones,Male
test3@example.com,Williams,Female

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.

Standard Fields

Field Description
Email The participant's email address. This field is required.
ParticipantIdentifier

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.

FirstName
MiddleName
LastName 

 The pieces of a participant's name are entered as individual fields.
DOB

The participant's date of birth. Supported formats include:

  • "YYYY-M-D" (e.g., 2017-01-15, 2017-10-1)
  • "YYYY/M/D" (e.g., 2017/01/15, 2017/10/1)
  • "YYYY M D" (e.g., 2017 01 15, 2017 10 1)
  • "YYYY.M.D" (e.g., 2017.01.15, 2017.10.1)
  • "M-D-YYYY" (e.g., 01-15-2017, 10-1-2017)
  • "M/D/YYYY" (e.g., 01/15/2017, 10/1/2017)
  • "M D YYYY" (e.g., 01 15 2017, 10 1 2017)
  • "M.D.YYYY" (e.g., 01.15.2017, 10.1.2017)
  • "MMM D YYYY" (e.g., Jan 15 2017, Oct 1 2017)
  • "D MMM YYYY" (e.g., 15 Jan 2017, 1 Oct 2017)
  • "MMMM D YYYY" (e.g., January 15 2017, October 1 2017)
  • "D MMMM YYYY" (e.g., 15 January 2017, 1 October 2017)
Gender

The participant's gender. Supported values include: 

  • Male
  • Female
  • Other
SecondaryIdentifier This field can represent any other identifier you wish to associate with the patient, such as a Medical Record Number.

 

Required Fields

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:

Email
test@example.com
test2@example.com
test3@example.com

 

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