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

Creating Unscheduled Subject Visits

On occasion, it might be necessary to create an unscheduled subject visit.

Creating a Subject Visit From the Subjects Screen

Complete the procedure in this topic to create a subject visit from the Subjects screen.

To create a subject visit from the Subjects screen

1. Navigate to the Subjects screen, then the Subject List view.
2. In the Subject list, drill down on the screening number field of the subject for whom you want to add an unscheduled visit.
3. Navigate to the Visits view.
4. In the Visits list, create a new record and complete the necessary fields.

   The type of the visit is automatically populated as an Unscheduled Visit.

Creating a Subject Visit From the Calendars for Sites

Complete the procedure in this topic to create a subject visit from the calendar for a site.

To create a subject visit from the calendar for a site

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 add subject visits.
3. Navigate to the Calendar view.
4. Click the plus icon (+) to create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Assigned To	Person to whom the subject visit is assigned.
   Calendar Planned	Date on which the subject visit is due. This field value is automatically populated in the Due field.
   Done	Indicates whether or not the visit has taken place.
   Done Date	Indicates the date on which the visit took place.
   Lock Assignment	Determine whether to select the Lock Assignment field. If the activity is locked, then Assignment Manager cannot access it. If it is unlocked, then Assignment Manager can reassign it.