EDP QuickStart

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EDP QuickStart

Once data are collected and analyzed, the EQuIS Data Processor (EDP) is the EQuIS workflow component used to check and process the data. EDP sets the standard for simplicity in data quality management while supporting a host of features and capabilities that allow users the utmost in data checking flexibility. Data are checked and submitted into the EQuIS database via EDP using an Electronic Data Deliverable (EDD)—an electronic tabular format for sharing, manipulating and using data.


There are three desktop modes for using the EQuIS Data Processor:

1.EDP Standalone – Used primarily by data providers such as laboratories or field staff to check data quality prior to data submittal. EDP Standalone is not directly connected to an EQuIS database but uses reference values from the target database.

2.Professional EDP – Part of EQuIS Professional and linked directly to the EQuIS Database. Typically used by power users to check data quality, and then load the data into the database.

3.EDP Express – Can be used in Professional or Standalone mode to allow for data checking and loading of large data files.


To begin using EDP Professional, click the EDP EDP_Icon icon in the upper left-hand corner of EQuIS Professional.


The EDP main screen will open. An EDD is created by following the steps listed below.

1.Load an EQuIS Format – The EQuIS format file is the essence of data checking in EDP and EQuIS. Structured in XML, the EQuIS format file set contains the definitions and restrictions for each individual field in available data tables. The format files control data checks, such as range checking, reference values, formatting and enumerations. Data providers may submit data to EQuIS using one of the standard format files (e.g., EFWEDD, EQEDD, EZEDD, etc.) or a custom format file.

2.Load an EDD – EDDs contain data to map to fields in the loaded EQuIS format file and are typically Microsoft Excel spreadsheets or tab-delimited text files.

3.Resolve errors –  Problematic EDDs are rejected and flagged for specific errors. EDD tables with errors are denoted in red, and individual fields within the EDD tables that have errors are highlighted with different colors, which signify the error type and facilitates correcting errors. All errors must be resolved prior to uploading the data to EQuIS. When errors in data files must be resolved by someone other than the person checking the data, the error log is a useful tool to communicate the errors occurring in the file.

4.Create the Package – The package is the EDD data that have been converted into the EQuIS data structure (tables and fields) before they are committed to EQuIS.

5.Correct any errors found during package creation – During the Create process, data are compared to the rules of the EQuIS database and each record in the newly created package is assigned an EBatch number. Resolve any additional errors, if needed.

6.Commit – The process in which created data are compared to data already in EQuIS via the primary keys. Depending on which commit type is selected, the commit process will determine how the data is imported into EQuIS.

7.Fix any errors during the commit and recommit, if needed.