Siebel Clinical Trial Management System Guide > Administering Clinical Subjects and Clinical Visits >

Creating an Unscheduled Subject Visit


On occasion, it might be necessary to create an unscheduled subject visit. This can be done in the Subjects screen, or in the Site Calendar.

To create a subject visit from the Subjects screen

  1. Navigate to the Subjects screen, then the Subject List view.
  2. In the Subjects list, drill down on the screening number of the subject for whom you want to add an unscheduled visit.
  3. Click the Visits View tab.
  4. In the Visits list, create a new record, and complete the necessary fields. The type of the visit is automatically populated as an Unscheduled Visit.

To create a subject visit from the Site Calendar

  1. Navigate to the Site Management screen, then the Protocol Site List view.
  2. In the Sites list, drill down on the site for which you want to add subject visits.
  3. Click the Calendar view tab.
  4. Click New Subject Visit to create a new record, and complete the necessary fields.

    The Calendar details view is displayed.

    Some fields are described in the following table.

    Field
    Comments

    Assigned To

    Person to whom the subject visit is assigned.

    Completed

    Indicates whether or not the visit has taken place.

    Completed Date

    Indicates the date on which the visit took place.

    Due

    Date on which the subject visit is due.

    Lock Assignment

    Determine whether the Lock Assignment field should be selected. If the activity is locked, Assignment Manager will not access it. If it is unlocked, Assignment Manager can reassign it.

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