User Upload Error report

This report contains errors encountered when importing the User Upload Template.

For information about the User Upload Template, see About creating user accounts using the upload template.

Modes

Available in 3 modes: Testing, Training, and Production.

Permission required to run the report

Users assigned to a role that includes the Upload Users in Bulk permission can run this report.

Types

A system report is generated automatically after each import. The report can also be generated manually at any time.

• System-generated
  • Automatically generated after each import if errors are identified in the import file.
  • This is not a cumulative report; it contains errors encountered for each batch processed.
  • Errors can be addressed directly in the report, which can then be imported.
• Manually-generated
  • It can be generated manually at any time.
  • Includes errors encountered over the last seven (7) days.
  • A study-level notification appears when the report is ready.
  • An email notification is also sent with the subject; User Upload Error Report is ready in Clinical One.

How to use the report

1. After importing the User Upload Template or the User Upload Error report, look for the Bulk User Upload email notification.
   • The User Uploaded row indicates the number of users successfully created.
   • The User with error row, if one (1) or greater, means you have import errors to address.
2. Go to the Download Reports side panel for the User Upload Error report and download the system-generated report.
3. Make corrections directly in the report, then import it. For import steps, see step 6. in Create user accounts using the upload template.
4. The report can be manually generated at any time to view errors encountered over the last seven (7) days. Errors can also be corrected in the file, which can then be imported.

   Tip:

   The recommended best practice is to use the system-generated report to correct import issues for each batch and generate it manually to view a history of import issues.

Report filters for manually-generated reports.

Filter	Description
Date Range	The report output includes import errors encountered during the range specified. Errors are retained for seven (7) days unless addressed. Tip: If you need import information for an import processed on the 15th, use the range from the 14th to the 16th.
File Type	XLSM

Report output fields for system and manually generated reports

Header fields	Description
Customer Name	The customer name used to purchase the cloud subscription.
Study Name	The study ID entered by the study manager when the study was created.
Mode	The mode the report was run in, either Testing, Training, or Production.
Report Generated By	System-generated displays System. Manually-generated displays the user name of the person who generated the report.
Created Date	The date and time, in UTC, when the report was created.
Date Range Note: Only included in user-generated reports.	The date range entered when the report was run.

Column name	Description
First Name	First name of the user.
Last Name	Last name of the user.
Email	Email address of the user.
User Name	User name assigned to the user.
Start Date	The first day the user can access the study.
End Date	The last day the user can access the study.
Role	The name of the study role assigned to the user. Tip: To populate the drop-down click Enable Content then go to the Study Roles tab and click Validate Roles.
Site IDs	The site or sites the user was assigned to.
Depot IDs	The depot or depots the user was assigned to.
Comment	Comments entered by the user, in the user interface, while processing the import file.
Uploaded by	The user name of the person who imported the user upload template.
Uploaded at	The date and time, in UTC, when the user upload template was imported.
Error Message	Details about the error.