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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2015, Rev. A
E52416-01
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Rescheduling Clinical Subjects

You can reschedule clinical subject visits using a fixed date, or using the delay between the Planned Date and Completed Date for the last completed visit. Select the Last Completed Visit Date field to base the rescheduling of subject visits on the date of the last completed visit, and deselect this field to base the rescheduling of subject visits on a fixed date. You can define the rescheduling mechanism at the site level. The selected rescheduling option at the subject level overrides the selected option at the site level.

To reschedule 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 reschedule a subject.

  3. Navigate to the Subjects view.

  4. Drill down on the screening number field of the subject to reschedule.

    The Visits view of the Subjects screen appears.

  5. Complete one of the following steps:

    • Deselect the Last Completed Visit Date field to reschedule subject visits using a fixed date.

    • Select the Last Completed Visit Date field to reschedule subject visits using the date of the last completed visit.

  6. Click Reschedule.

  7. To reschedule subject visits using a fixed date, enter a date in the Reschedule applet.

    The subject visit dates are rescheduled as described in the following table.

    Reschedule Option Reschedule Mechanism
    Fixed Date The remaining subject visit dates are rescheduled using the date in the Reschedule applet.
    Last Completed Visit Date The remaining subject visit dates are rescheduled using the delay between Planed Date and Completed Date for the last completed visit. The rescheduled dates for the planned dates and due sates are calculated as follows:

    Planned or Due Date equals Planned Date or Due Date plus Delay