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

Administering Clinical Subject Visits in Batch Mode


The Visit Types view displays the subject visit plan by visit type. Each distinct visit type for that subject is listed in the Visit Types applet, with a read-only field indicating whether or not each visit type is planned for the subject. Associated visits for each visit type are listed for batch administration, and associated activities for each visit are also listed. The Visit Types view provides the following administration options:

  • Viewing clinical visit types for each subject, the associated visits, and associated visit activities.
  • Planning and unplanning clinical visits in batch mode, by visit type.
  • Deleting clinical visits in batch mode, by visit type.

To administer clinical subject visits in batch mode

  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 schedule subjects.
  3. Click on the Subjects tab.
  4. In the Subjects list, select the subject for which you want to administer visits.
  5. Click on the Visit Types tab.

    The visit types, associated visits, and associated activities are displayed.

  6. Do one of the following:
    • To plan all visits associated with a visit type, select the visit type, and click Plan.
    • To unplan all visits associated with a visit type, select the visit type, and click Unplan.
    • To delete a visit type and all associated visits, select the visit type, and click Delete Visits.
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