To reduce the manual effort with creating test data, Study Designers and Data Managers can load test data directly into DEV and TEST environments.

Importing Test Data

Export the Template File

To simplify the creation of your test data, Vault provides a template file based on your Study. You can also include a sample subject when downloading this file, which prefills columns for the Event, Form, Item Group, and Items and Sequences for all Forms in the Casebook.

1. Navigate to your Study in Study Testing.

2. Click Export Template.

3. Select a Source Environment to use as a template.

4. Optional: Select the Include Sample Subject checkbox to include an example row for a subject in the template file.

5. Click Export.
6. Vault begins a job to generate the template file. When finished, Vault sends you an email with a link to download the file. You can also click in the File column of the job log row to download it.

Create a Test Data File from the Template

Your CSV file has columns to uniquely identify the Subject and the data you’re entering with the row.

For each Subject, you will need a row to create the Subject, a row to create each Event, and a row for each Item that you want to enter data into. Then, you will need another row to submit the Form.

Test Data File Columns

The import file contains the following columns:

• Subject Unique ID
• Subject
• Site
• Event Group Name
• Event Group Seq
• Event Name
• Event Seq
• Form Name
• Form Seq
• Item Group Name
• Item Group Seq
• Item Name
• Value
• Form Link
• Change Reason
• ILB DNO Reason
• Action

Columns by Action

The following columns are required to perform different actions:

• Create Casebook
  • Subject Unique ID
  • Subject
  • Site
  • Action (Set to “Upsert”)
• Create Event
  • Subject Unique ID
  • Subject
  • Site
  • Event Group Name
  • Event Group Seq
  • Event Name
  • Event Seq

  • Value (Set to “Event Date

    Visit Method”)

  • Action (Set to “Upsert”)
• Submit Form
  • Subject Unique ID
  • Subject
  • Site
  • Event Group Name
  • Event Group Seq
  • Event Name
  • Event Seq
  • Form Name
  • Form Seq
  • Value (Set to “Submit”)
  • Action (Set to “Upsert”)

File Limits

The following limits apply to the import file:

• Must be a CSV file (“.csv”) or a ZIP file containing CSV files
• 500mb per CSV file

Import a Test Data File

To import the test data file:

1. Navigate to your Study in Study Testing.

2. Click + Import Test Data.

3. To load your file, either drag and drop it into the Drag and drop file here area, or click Select File and browse for it.

4. Select a Destination Environment for your test data.
5. Click Import.
6. Vault begins a job to load your test data into the destination environment. When finished, Vault will send you an email notification.

File Processing

Vault processes each CSV row by row.

If you uploaded multiple CSV files via a ZIP file, Vault unzips the ZIP file, then processes the CSVs in alphabetical order by filename.

Viewing Test Data

Vault stores a log of all test data related jobs for a Study in Study Testing > Test Data. This is very similar to the Job History found in EDC Tools and the Review tab.

Refreshing the Job History

You can refresh the Job History, without refreshing the page, to see the most up-to-date job status and any available logs or output files.

Click Refresh () to refresh the Job History.

Job Statuses

Vault displays the status of your job in the job history, along with other details about the job. You can click the Information () icon for additional details about a job.

Download the Output File & Log

Vault provides a job log file and the output file for each entry in the job history. To access these files, click the icon () in either the Log or File column. Job logs are available for 60 days after the job has finished running.