Recruitment to several projects can be uploaded simultaneously to Siteline using this option. A master spreadsheet (Siteline import file format) with collated information from individual projects is used for this purpose. It is important to note that the research workflow (e.g., Basic recruitment workflow) needs to be the same for all the projects.
Navigate to 'Import Recruitment' tab on the main menu ribbon and click 'Start import'. Here you can input recruitment data from an Excel spreadsheet. This spreadsheet should either be in CPMS upload file format or in Siteline import file format. The spreadsheet can contain participant recruitment records for multiple projects.
If the spreadsheet contains information for a participant already in the Siteline system, the existing data WILL be overwritten if the recruitment input method for the project is set to: Recruitment entered via regular spreadsheet import.
If the recruitment method for the project is set to: Recruitment entered through the Siteline participant interface then existing data will NOT be overwritten, only new participants added.
