Objective
This SOP outlines the steps for managing researcher profiles in the Research Logix application, including creating, updating, and managing appointments for profiles.
Key Steps
1. Accessing Profile Management 0:13
- Navigate to the Research Logix application at app.rlogix.com.
- Click on the Researchers tab.
- Select Profiles Management from the options available.
2. Creating a New Profile 0:25
- In the Profiles Management section, choose the option to Create a New Profile.
- Fill in the required details for the new researcher profile.
3. Creating Multiple Profiles 0:35
- Select the option to Create Multiple Profiles.
- Prepare a CSV file using the provided template for bulk upload.
- Upload the CSV file to add multiple profiles at once.
4. Updating Existing Profiles 0:47
- Choose the Update Profiles option.
- Ensure your CSV file contains the email or unique ID that matches existing profiles.
- Upload the file to apply updates to the existing profiles.
5. Managing Appointments 1:04
- Select the Appointments option in the Profiles Management section.
- Prepare a CSV file with member appointment data.
- Upload the CSV file to associate appointments with the appropriate researcher profiles.
Cautionary Notes
- Ensure that the email or unique ID in the CSV file for updates matches exactly with existing profiles to avoid errors.
- Double-check the CSV file format before uploading to prevent data corruption.
Tips for Efficiency
- Use the provided CSV templates to ensure correct formatting for bulk uploads.
- Regularly back up your profiles before making bulk updates or changes.