Architect Loader Draft Spreadsheet
[Rate this topic]

Objects specific to a CRF draft are defined entirely within the Excel draft spreadsheet.  The spreadsheet has two types of Objects:

• Draft Objects - objects specific to the CRF draft and defined within the spreadsheet

• External Objects - objects referenced in the spreadsheet but defined outside the CRF Draft.

Representation of CRF Draft Objects on the Spreadsheet

1. Draft objects are specific to the CRF draft and are defined within the spreadsheet. The following objects each have a worksheet in the spreadsheet:

1. • CRF Draft

   • Forms

   • Fields

   • Folders

   • Data Dictionaries

   • Data Dictionary Entries

   • Unit Dictionaries

   • Unit Dictionary Entries

   • Matrices

   • Checks

   • Check Steps

   • Check Actions

   • Derivations

   • Derivation Steps

   • Lab Variable Mappings

   • Custom Functions

   • Coder Configuration

   • Coder Supplemental Terms

   • Coder Component Terms

    

2. Note: As CRF drafts can be copied from existing draft versions, hidden source object data columns have been included in the Architect Loader draft spreadsheet. These source object data columns store source data information, such as source object and URL IDs, and help track reused library objects. The information contained in these columns is for Medidata use only. To avoid creating invalid reuse metrics and database entries, you should not edit these columns under any circumstance.

2. Each available property for an object type is displayed in a column on the worksheet.

Note: On Individual matrix tabs, rows will represent forms and columns will represent folders.

3. In parent-child relationships, as seen in data dictionaries, unit dictionaries, and matrices, the child object references the parent object OID on the child worksheet. The following objects will reference another object's unique identifier on their worksheet:

For example, the Data Dictionary Yes/No will be an entry on the Data Dictionary worksheet (parent), and on the Data Dictionary Entries worksheet (child), the data dictionary entries will be recorded, all referencing the Yes/No Dictionary OID.

4. The child records for each parent OID are grouped and alternately shaded on the worksheet for child objects.

5. Each column heading on a worksheet has a filter that enables a user to filter the list by selecting the desired value in the drop down list.

6. Object properties that require users to choose from a list of predefined values (as available in Rave Architect) are available as drop down lists on the worksheet cell.  For example, the cells for Edit Check Functions in Check Steps have a list of drop down values to select from.

7. Using Excel function, additional worksheets can be created to specify the folder/form combinations for an existing matrix in the draft spreadsheet. Be sure to name the Matrix, Matrixn#OID, where, n is the matrix number, and OID is the OID of the matrix as defined in the main matrix worksheet.

8. Certain Edit Check Actions have additional options that a user must enter in order to execute the edit check successfully.  To learn more about these options and the keywords that the user must enter into the spreadsheet for a successful upload, see Related Topics.

Representation of External Objects on the Spreadsheet

The following external objects are mentioned in the spreadsheet but defined outside the CRF draft spreadsheet:

• Strings

• Project

• Roles

• Review Groups

• Marking Groups

• Coding Dictionaries

• Control Types

Note: Strings and projects are created as needed based on their identifying information.  In most cases, they are sufficiently defined in the spreadsheet.

Copyright © 2014 Medidata Solutions, Inc. All rights reserved.