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Applying a Revised Subject Visit Template to a Site


This topic describes how to apply a new version of the subject visit template to a site when a protocol has been revised mid-study. When the new version of the subject visit template has been activated at the site, the Schedule button is enabled in the Subjects view.

To apply a revised subject visit template to a site

  1. Navigate to the Site Management screen, then the Protocol Site List view.
  2. In the Sites list, select the site for which you want to apply a new version of the visit template.
  3. Enter the new version of the subject visit template in the Version field.
  4. Enter the IRB Approval Date for the new version.
  5. Select the Active flag.
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