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

Scheduling Clinical Subjects

Scheduling a subject applies the activated subject visit template. A single start date is entered for all subject visit types in the Schedule Date field.

To schedule a clinical subject

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Protocol Site list, drill down on the site number field of the site for which you want to schedule subjects.
3. Navigate to the Subjects view.
4. In the Subjects list, select the subject to schedule.
5. Click Schedule.

   The Schedule applet is launched.

6. Select a date in the Schedule Date field, and click OK.

   The subject visits record updates as follows:

   • All the visits defined in the active subject visit template are copied to the Visits list.
   • The Visit Type, Name, Start Date, Planned, Status Tracking Visit, and Status fields are copied from the subject visit template.
   • The planned dates and due dates are calculated using the lead time defined in the subject visit template and the start date defined in the Schedule Date field. The planned dates and due dates are calculated as follows:

     planned or due date equals schedule date plus lead time.

NOTE:  You can also schedule subjects through workflows. Set the business component property Enroll Screen Rescreen Through WorkFlow to true to execute the schedule subject tasks in workflows instead of executing these tasks through applets and business component methods.

If the Enroll Screen Rescreen Through WorkFlow user property is set to true, then workflows in other user properties get executed based upon context. Workflow names can be changed to execute custom workflows. You can also modify other workflows and business service methods according to your needs. For more information about the Enroll Screen Rescreen Through WorkFlow user property, see Table 21.