Creating Unscheduled Subject Visits

On occasion, you might have 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 Visit Plans list, create a new record and complete the necessary fields.

   The type of the visit is automatically populated with 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. Create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Done	Select the date that the visit occurred.
   Done Flag	Select this field to indicate that the visit occurred.
   Calendar Planned	Select the date and time that the subject visit is due. This field value is automatically populated in the Due field.
   Lock Assignment	Select this field as necessary. If the activity is locked, then Assignment Manager cannot access it. If it is unlocked, then Assignment Manager can reassign it.
   Assigned To	Select the user ID of the person assigned to the subject visit.