Subject tags are used as an alternative way to label your participants. If your study tracks participants by an identifier other than the URSI number, you can use this feature to document the link between the URSI and the other identifier. Participants can be looked up by either URSI or Subject Tag in most places. You are not required to have a Subject Tag to enroll or look up a participant. If your study is an NDA study, when you use the GUID import tool, the GUID will be stored as a Subject Tag.
There are two ways to add tags for an existing participant. Tags can be added individually, or in bulk by CSV import. To import tags in bulk, click Import Subject Tags from CSV from the Subjects menu.
Click Generate Subject Tag Import Template to download the import CSV. The template will have sample data for guidance.
In column A, enter the URSI to tag and in B the tag value. Once the template is complete, from the same page the template was generated, select the tag type and context. New tag types can be created upon request.
The following tags types are considered PHI tags:
- U.S. SSN
- UNM-MR
- UIHC Patient Id
- NM Drivers License
- Facility ID
Tag Context determines who can see a given tag:
- Global: anyone with access to the subject will be able to see this tag, across sites.
- Site-specific: anyone with access to the subject that also has the same site ID as the user who creates the tag can see and search by this tag.
- Study-specific: anyone with access to the subject and permissions to the study will be able to see this tag.
PHI subject tags are only shown on the Subject Tag page. They cannot be viewed on other pages or exported from any tables that contain them like the Review Submission table or Event Calendar.
Select Choose and Upload File to import the tags.
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