Viewing Subject Transfer Information for Clinical Subjects and Sites

The Transfer History and Subject Transfer History views show all the subject transfer information for subjects and sites respectively.

To view subject transfer information for clinical subjects and sites 

1. View the subject transfer information for a subject as follows:

   1. Navigate to the Site Management screen, then the Protocol Site List view.

   2. Drill down on the Site # field of the site that you want.

   3. Navigate to the Subjects view.

   4. Drill down on the Screening # field of the subject for which you want to view subject transfer information.

      The Visits view of the Subjects screen appears showing the Visit Plans.

   5. Navigate to the Transfer History view.

      The Transfer History view appears showing all subject transfers against the subject. The view includes the following information for each subject transfer: Source Site Name, Destination Site Name, Transfer Date, Transferred By, Status at Transfer, Description.

2. View the subject transfer information for a site as follows:

   1. Navigate to the Site Management screen, then the Protocol Site List view.

   2. Drill down on the Site # field of the site for which you want to view subject transfer information.

   3. Navigate to the Subject Transfer History view.

      The Subject Transfer History view appears showing all subject transfers against the site as follows:

      • The Subject In applet lists all subject visits transferred to the site.

      • The Subject Out applet lists all subject visits transferred from the site.