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Participants

sconte4 edited this page Dec 20, 2024 · 11 revisions
Screenshot 2024-10-22 at 4 16 06 PM

Participants

A participant is an individual to be used in the studies.

This page allows you to manage the participants.

Create Participants

In order to create a new participant, you can simply use "Create New Participant" button to create a new participant. Once the pop-up window is opened, you're expected the fill out all of information regarding a participant correctly.

  • The uniqueness constraint is for First Name, Date of Birth and Email of the participant
  • While creating a participant, you can also add them to an existing study. If the study doesn't exist, it needs to be created first

For participants who provided data sharing but no contact sharing, please keep the following naming strategy as the filler for all required fields (note that # refers to the next available integer):

  • First name: aa#
  • Last name: aa#
  • Date of birth: 9999-09-09
  • Email: aa#@dataonly.com

Feel free to add in the comment section that only the data sharing consent was provided, and link this subject to the appropriate study.

Participant Studies

In order to see the studies of a participant, please select a participant and use "Participant Studies"

Sample Bulk Upload

Please use "YYYY-MM-DD" date formatting for all of the date entries in your bulk upload files

  • Sample CSV provided in manual can be used as a template for bulk upload:
    sample_participants_upload.csv

  • When uploading participants to BingSubjects please ensure all participants meet the following required fields: First Name, Last Name, Date of Birth, and Email.

  • Before uploading your file, check for empty rows that will cause uploading errors. If you prepared your bulk upload file in Excel, use a text editor (e.g., Windows: Notepad, MacOs: TextEdit, or any kind of programming IDE that can edit any raw CSV) to ensure there is no empty row anyway in file, especially as the last line. In the example below, the same file is opened in Excel and Visual Studio Code. Row 3 is visible only when the file is open with a text editor.

Delete every empty row, save, and upload your list.

BSubject1

BSubject2

Below is the step-by-step to delete empty rows in Notepad in Windows. Similar procedures can be performed with other software applications. Checking for Empty Rows in Windows When you open up the sample CSV in Excel, a blank row is created underneath your entries. In order to delete this blank row, follow these steps.

  1. Open up your Excel file in Notepad. It should look as following:

BSubject3

  1. Place your cursor at the beginning of the last visible line. Press the down arrow on your keyboard to check if any extra lines. Usually, only one extra line is created.

BSubject4

  1. Delete the empty line and save your file. At this point, you should no longer have any extra blank lines. If for any reason more than 1 extra blank line was created, delete those as well.
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