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Applying Revised Subject Visit Templates to Sites

This topic describes how to apply a new version of the subject visit template to a site when a protocol has been revised mid-study. When the new version of the subject visit template has been activated at the site, the Schedule button is enabled in the Subjects view.

To apply a revised subject visit template to a site

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Protocol Site list, select the site for which you want to apply a new version of the subject visit template.
3. In the Versions field, click the select button and complete the following steps:
   1. Select the new version of the subject visit template.
   2. Enter a date in IRB Approval Date field for the new version.
   3. Select the Active field for the new version.
   4. Click OK.