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Defining the Clinical Subject Visit Template Version


This topic describes how to version a clinical subject visit template.

This task is a step in Process of Defining a Clinical Subject Visit Template.

To define the clinical subject visit template version

  1. Navigate to the Administration - Clinical screen, then the Visit Templates view.
  2. In the Template Versions list, create a new template version record or select a version that you have created using the Versions view. Some fields are described in the following table.
    Field
    Description
    Mandatory

    Version

    The version of the subject visit template.

    Yes

    Start Date

    The start date for creating the subject visit template.

    No

    End Date

    The date by which the subject visit template needs to be completed.

    No

    Status

    The status of the subject visit template. The following status options are provided:

    • In Progress
    • Approved
    • Obsolete

    When a new version of the subject visit template is created, the Status defaults to In Progress.

    Yes

    Approval Date

    Date on which this version of the subject visit template was approved.

    No

    Change Summary

    A summary of changes made to this version of the subject visit template.

    No

    Comments

    Text field with a maximum character length of 250 characters. This field is not copied when the subject visit template is copied.

    No

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