Curriculum 'User Guide Viedoc 4'

Migrate from V3 to V4 - quick workout Download PDF

1 Prepare for design and data export from Viedoc 3

  • Log into Viedoc Project Controller
  • Select project
  • Go to Project Configuration > Settings > Options
  • Tick checkbox "Allow CDISC ODM export ☑" and Update

2 Export design and data from Viedoc 3

  • Log into Viedoc
  • Launch project with data manager role
  • Go to study export
  • Select
    • All patients
    • All forms
    • All visits
    • Output to CDISC ODM
    • Viedoc extensions
    • Unicode UTF-8
    ...and start export!
  • Download and unzip resulting XML file

3 Create study in Viedoc 4

  • Log into Viedoc 4
  • Open Admin app
  • If you have access to multiple organizations, click Show studies on the organization applicable
  • Click Add study in the upper right corner
  • Fill out Study name and Study manager (your email address) fields
  • Click Add study
  • Click blue toolbox icon in Study Crew box
  • Click Add admin tab, add email address of designer (your email address), select Designer in roles and click Send Invite.

4 Import design in Viedoc 4

  • Go back to Viedoc 4 start page and open Designer app
  • If you have access to multiple organizations, click Show projects on the organization applicable
  • On the newly created project, click Import a version (if you already have designs imported in the project, first click Show All in the Design versions box)
  • Click Upload a file and select the Viedoc 3 export XML. Wait until file is uploaded and text is green.
  • Click Upload and continue.
  • Scroll down to bottom and click Import

5 Perform touch up on the design in Viedoc 4 and publish

  • Make the necessary changes to the form layout - but do not change any ID:s. Pay extra attention to check box lists and item groups with multiple items - texts might be redundant.
  • Publish design

6 Import data in Viedoc 4

  • Go back to Viedoc 4 start page and open Admin app
  • If you have access to multiple organizations, click Show studies on the organization applicable
  • On the newly created study, click Edit Study Settings
  • Click Import ODM File tab
  • Upload the same Viedoc 3 export XML. Wait until file is uploaded and text is green.
  • Click Upload and continue
  • Enter an email address to be used to when import need to create audit-records (rare cases). E.g. "system@customer.com"
  • Click Continue, Continue, Continue
  • Enter your password and click Import
  • Click Close and refresh page.
  • To verify, click Show sites and add yourself to any site using the blue toolbox icon, so that you can log on and look at the data.

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