Creating EAM accounts in batch awaiting approval using CSV Upload (for HD4DP2)

Last updated: 2024-04-02 11:11

Creating EAM accounts in batch awaiting approval using CSV Upload

Click on Manage to the top left of the screen, so that EAM appears. When hovering over this, the items EAM Users and EAM Accounts become visible. Click on EAM Accounts and Bulk upload successively.

The Accounts Batch Creation page appears.

Select a valid .csv file on your system to upload or use the following example file:

hd_eam_accounts_bulk_upload_example fileDownload

Use the schema file to validate the csv:

hd_eam_accounts_schema fileDownload

ATTENTION:

User roles and corresponding values

To complete the value for the “role” field for HD4DP2, 3 different variables are possible:

  • "1" = Local Study Lead
  • "2" = Local Study Associate
  • "3" = Local Study Support

Make sure to use "hd4dp2" as value for the "app" field, since roles "1", "2", and "3" are typical roles for the HD4DP2 data collection application.

To complete the value for the “role” field for Healthstat.be, 4 different variables are possible:

  • DATA_PROVIDER_HOSPITAL = Data Provider/Hospital
  • DATA_PROVIDER_INDIVIDUAL = Data Provider/Individual
  • SPONSOR_SPONSOR = Sponsor/Sponsor
  • SPONSOR_INDIVIDUAL = Sponsor/Individual

Make sure to use "healthstat" as value for the "app" field, since roles "Data Provider" and "Sponsor" combined with data levels "Hospital" and "Individual" are typical for the Healthstat.be data reporting and visualization application.

Additional csv bulk upload tips

  • When the "role" field has value "1" or "2", the "authorgroup" field should be left empty. Pay attention to this when changing "role" field from value "3" to "1" or "2".
  • When adding a user to role "3", the author group needs to be defined and needs to exist, or the line will be skipped. To guarantee a successful bulk upload of an extensive csv file, you want to place the accounts with role 3 at the end of the list to be uploaded. The accounts with role "1" and "2" are imported first, and thus prefilling the author group list with First_name and Last_name prior to importing the accounts with role "3".
  • First_name and Last_name need to be capitalized.
  • When adding more than one project code, use pipes to separate the codes.
  • If the user does not exist, the line will be skipped.
  • Avoid using Excel as this can lead to unwanted formatting of the csv file.
  • Make sure that you have placed the quotes correctly. If the values have no comma, you can also leave out quotes.

Abbreviations used in csv bulk upload files

  • ssin: Social Security Identification Number - Numéro d’identification de la sécurité sociale (NISS) - IdentificatieNummer Sociale Zekerheid (INSZ)
  • org_nihdi: National Institute for Health and Disability Insurance number of your organization (RIZIV/INAMI number)
  • nihdi: your personal National Institute for Health and Disability Insurance number (RIZIV/INAMI number)
  • app: application such as HD4DP, Healthstat
  • project_code: code of the healthdata.be Business Project, e.g. HDBP0001 for Belgian Cystic Fibrosis Registry (BCFR)

Then, make a selection in the Approval State menu shown below.

  • Create as awaiting approval: With this option the accounts will receive the status Approval and will be set ready for the Access Manager to be Approved. Go to next step for approval of the access grants.
  • Create as pre-approved: With this option the accounts will receive the status Approved and will be uploaded directly without further input from the Access Manager (e.g. confidence in content quality is very high)

Finally, run the batch creation by clicking on the corresponding button.