Updating the appointment list

Onyx does not schedule appointments for participants. Instead it imports an appointment list from a file. The appointment list is updated automatically. If necessary, Onyx users of type participant manager can also update the appointment list manually as explained in this section. Your study customized how often the appointment list is updated. Contact your system administrator if you want to know how often the list is updated or have any other questions about the list.

Prerequisite

• You are an Onyx user of type participant manager.
• If you want to select an appointment list file, you must know the name and location of such files. Appointment files usually have an XML or XLSL extension.

Each study customizes its appointment list. Your study defined the file type, name, and location, as well as the information stored for each participant. Contact your system administrator to know more about appointment list files for your study.

Procedure

1. If the Participants page is not displayed, select the Participants tab to display it. The Update appointment list button is displayed in the upper right corner. See this figure.

   

   Participant managers see the Update appointment list button in the Participants page

2. Select the Update appointment list button. The Update Appointments dialog is displayed. See this figure.

   

   The Update Appointments dialog

3. If you want to use the appointment file from the default location, select the first option button (Update appointments with the latest appointment file available).

4. If you want to search for an appointment list file to use for the update, select the second option button (Update appointments with an alternative appointment file). If you need help locating a file, contact your system administrator.

5. If you decide not to update the list, select the Cancel button. The Update Appointments dialog is closed and the Participants page is visible again.

6. If you want to proceed with updating the list, select the Update Appointments button. During the update, a progress bar is displayed in the dialog. When the update is complete, the dialog displays a report about the update. See this figure.

   

   The Update Appointments dialog displays a report when the update is complete

7. Select the Details button if you want to read more about how the update went. A Log dialog is displayed. If any errors were reported in the log, contact your system administrator.

   When you have finished viewing the log, select the Close button of the dialog.
8. When you have finished viewing the report in the Update Appointments dialog, select its Close button.

   The dialog is closed and the Participants page is visible again. The list of participants is now up-to-date.