| | 231 | == Participant Validation |
| | 232 | |
| | 233 | The validation of participant details will be different depending on whether the participant already exists within CiviCRM or not. |
| | 234 | |
| | 235 | === Identification that the participant already exists |
| | 236 | |
| | 237 | - [ ] Find participants with the same: |
| | 238 | - [ ] NHS Number |
| | 239 | - [ ] UHL System Number |
| | 240 | - [ ] BRICCS study ID. |
| | 241 | - [ ] If participants exist for more than one of these, check that they are the same participant. |
| | 242 | - [ ] For matching participants, check that the following match with the imported data: |
| | 243 | - [ ] NHS Number |
| | 244 | - [ ] UHL System Number |
| | 245 | - [ ] Date of Birth |
| | 246 | - [ ] Gender |
| | 247 | - [ ] If any mismatches in the above are identified: |
| | 248 | - [ ] '''Do not''' import the participant |
| | 249 | - [ ] Email the details of the participant to be processed manually |
| | 250 | |
| | 251 | ==== Additional Set Up |
| | 252 | |
| | 253 | - [ ] Add the import error email recipients to the LCBRU config screen. Value of Me, Nick and Sue. Default to me if it is not set. |
| | 254 | |
| | 255 | === Participants that do not exists |
| | 256 | |
| | 257 | - Validate that the following fields are valid: |
| | 258 | - [ ] NHS Number |
| | 259 | - [ ] BRICCS study ID |
| | 260 | - [ ] UHL System Number |
| | 261 | - [ ] Gender |
| | 262 | - [ ] Date of Birth |
| | 263 | - [ ] Is valid date |
| | 264 | - [ ] Not in future |
| | 265 | - [ ] Not over 130 years old |
| | 266 | - If any validation checks fail |
| | 267 | - [ ] '''Do''' import the participant |
| | 268 | - [ ] Email the participant details and validation error |
| | 269 | |
