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Comment: I see that guest users have Download Collection now.
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 Drafted instructions for DSRMWS-1230.

  1. Log in as described in Logging In - 2021-06-04. The home page appears, with objects you have specified as favorites in the Favorites panel (if any). 

    The Manage Data option on the Manage menu.Image Removed

  2. Select Manage > Manage Data. The Manage Data page appears. 

    The Download Collection option on the Manage Data page.Image Removed

  3. Select Download Collection. The Download Collection page appears. (For instructions on adding this page to your favorites, refer to Managing Your Favorites - 2021-06-04.)

    The Create RAVE ALS Collection option on the Download Collection Commands menu.Image RemovedThe Create Collection option on the Download Collection Commands menu.Image Added

  4. Select Download Collection Commands > Create RAVE ALS Collection. The Create New RAVE ALS Command > Create Collection. The Select Collection Type dialog box appears. 

    The Select Collection Type dialog box.Image Added

  5. Select a download format. Optionally, you can also enter audit comments. Click Next. The Create Collection dialog box appears. The fields on this dialog box vary depending on the selected download format. 

    The Create New RAVE ALS Collection dialog box.Image Removed

    Panel
    borderColorsilver
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    Tabs Container
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    Tabs Page
    titleALS CDE

    The Create Collection dialog box for ALS CDE.Image Added

    Tabs Page
    titleALS Form

    The Create Collection dialog box for ALS Form.Image Added

    Tabs Page
    titleall other download formats

    The Create Collection dialog box for all other download formats.Image Added

  6. In the Download Collection section, enter Enter information as described in the following tables:table. Fill in each required field, as indicated by

    an asterisk

    an asterisk (*): 

    FieldInstructions
    *Collection
    Name
    Name 
    The system uses
    this name
    the Collection Name you specify (along with the Collection ID and a system timestamp) to create your ALS file name
    with the Collection ID and system timestamp.
    , as follows:
    ALS_{PV|PVM}_{CollectionName}-{Collection ID}_{Timestamp}
    Keep in mind the following points:
    • Keep this name brief, 118 characters or less. (The maximum length for a Microsoft Excel file name is 218 characters. Accounting for a folder/path name of no more than 50 characters, the caDSR system appends up to 50 characters to the name for the collection  ID and timestamp, leaving 118 characters for the Collection Name.)
    • Avoid special symbols: 
           [     ]     \     /     ;     :     %     #     @     $     {     }     |
    • Collection Names cannot begin with the characters 0 through 9.
    • To avoid redundancy, do not include the string “ALS”, “PV”, or “PVM” in the Collection Name (because the system prepends
    it
    • this information to the file name).
  7. The system appends your choice of PV or PVM to the file name.
    • You can create more than one collection, so consider using the project name or protocol
    .Component TypeChoose CDE or FormRAVE Project NameSpecify the project name that you intend to import into RAVE
    • .
     Select User Data String SourceChoose PV or PVM.

    Fill in any other fields, as needed: 

    Field
    Instructions
    Recipient Email(s)
    Enter
    Optionally enter one or more email addresses separated by spaces for receipt of the ALS file.
    Collection Description
    Enter
    Optionally enter a description.
    Audit Comments
    Enter comments. 
    Optionally enter comments. 
  8. If you see an ALS Specific section, enter information as described in the following table. Fill in each required field, as indicated by an asterisk (*): 

    FieldInstructions
    *RAVE Project Name Specify the project name that you intend to import into RAVE. This appears in the ALS on the CRFDraft tab, in the "ProjectName" column, and also as a field that can be used as a filter in the ALS Specific child filter.
    Draft Form Name if Downloading CDEs (for ALS CDE format only)If you are downloading CDEs, optionally specify
    the draft form name. (If you leave this field blank, the system uses your user name and time stamp as the draft form name.) 
    a Draft Form Name. This text appears on the Forms tab in the "DraftFormName" column and is the name of the Primary Form when loaded into RAVE.
    *Select User Data String Source Choose PV or PVM. Based on this selection, the system inserts either the CDE's PV or the PVM as the "UserDataString" on the Fields tab, regardless of what is selected on the Form for this Question.
    Audit CommentsOptionally enter comments. 
  9. Click Create.

    Click Create near the top of the dialog box.

    The Create button near the top of the dialog box.Image Removed

    The system creates your collection and displays a message with the Collection ID at top of the Download Collection page. 

    A message with the Collection ID at top of the Download Collection page.

To add forms to your collection, refer to the following pages:

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