Recruitment entered via regular spreadsheet method

Researchers can choose either one of the following input methods to report recruitment for their projects.

i) Recruitment entered through the Siteline participant interface, or

• Projects configured with the above recruitment input method will accept participants from the interface as well as spreadsheet import. However, only new participants can be added by using spreadsheet. Editing participant details or overriding participant status can only be done directly on the interface.

ii) Recruitment entered via regular spreadsheet method

• If the recruitment input method is set to spreadsheet method, then all participant activities including; adding new participants, editing/overriding status can only be performed by using the spreadsheet.
  

Important: The 'Add new participant' button or other graphical interface control buttons will not be available in this configuration.

Researchers use import spreadsheets in 'CPMS upload file format' or 'Siteline upload file format' to report recruitment for their studies.

Site administrators and site users can use spreadsheet method to add participants to their studies by following the steps below.

• Navigate to 'Import/export' tab
• Click 'Start import' button
• From here, either click on 'select a spreadsheet to import' or drag and drop the relevant spreadsheet into the space (screenshot below).
• Siteline will update the project with new information on the spreadsheet (extent of information update depends on the recruitment input method set for the project)