Hi @ACWadmin1
Apologies for the delayed response. I dug into the code and here’s what I found:
Bulk imports scope the allowed individual IDs that can be added to (rather than forcing a new individual to be created) to the username value set in Encounter.submitterID in each row. If Encounter.submitterID is not set, then the currently logged in user (who is doing the bulk import) is considered.
For that user, we will load all individuals for which they have an owned Encounter (Encounter.submitterID matches their username) or for which they are listed as an Encounter submitter (e.g., Encounter.submitter0.emailAddress). That list of Marked Individuals from the existing database becomes the list that they can add new Encounters to (otherwise the new individual is created).
We do NOT consider Marked Individuals that they have not reported an Encounter for but may have access to via a Collaboration. That would be an interesting feature request…one that would not be technically hard to implement but which does have an impact on collaborating users and their data. We would be happy to consider this if you want to request it.
Thanks,
Jason