Enrolling a screened candidate

1. In the navigation toolbar, click Enroll.

   The Screening Log appears. For a description of the fields on this page, see Screening Log.

   Note: New candidates are always added to the end of the Screening Log. To advance quickly to the end of the Screening Log, use the page selector.

2. In the Enrolled column, click the Enroll link for a candidate.

   The Enrollment form appears. For a description of the fields on this page, see Enrollment form.

3. Complete the Enrollment form.
4. Click Submit.
5. If all data is present on the Enrollment form and the candidate meets all inclusion and exclusion criteria, a message page appears, indicating that the subject can be enrolled.

   Note: For information about what to do if the subject cannot be enrolled because of missing data or nonconformance with inclusion and exclusion criteria, see Missing enrollment data.

6. Click Enroll.

   The InForm application processes the enrollment by:

   • Updating the Screening Log—The InForm application adds the subject number to the Screening Number column and changes the entry in the Enrolled column to a checkmark ().
   • Changing the Enrollment form to a read-only form—After enrollment is complete, you can update enrollment data only if your study is set up to include the enrollment data on one or more enrollment forms in a regular subject visit.
   • Creating the case report book for the subject—After enrollment is complete, you can access subject visits and forms by clicking Subjects in the navigation toolbar.
   • Optionally, displaying the Visit calculator (subject schedule) page.

     If your study is configured to display the visit calculator, the visit calculator appears with the current date for the baseline visit and computes the remaining visit dates based on that initial visit date.

     • To recalculate proposed visit dates, change the Start Date by selecting a new date in the month, day, and year drop-down lists.
     • To print the visit calculator so that you can give it to the subject for reference, click the browser Print button.

     Note: The visit calculator is for informational purposes only and has no affect on the actual visit schedule. After enrollment is complete, you can access the visit calculator through your study-specific documentation. For more information, see Viewing the visit calculator (subject schedule).

7. Do one of the following:
   • Click Go to First Visit to go directly to the first form.
   • Click Return to return to the Screening Log.