Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2016 E52416-01 |
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On occasion, you might have to create an unscheduled subject visit.
Complete the procedure in this topic to create a subject visit from the Subjects screen.
To create a subject visit from the Subjects screen
Navigate to the Subjects screen, then the Subject List view.
In the Subject list, drill down on the screening number field of the subject for whom you want to add an unscheduled visit.
Navigate to the Visits view.
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.
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
Navigate to the Site Management screen, then the Protocol Site List view.
In the Protocol Site list, drill down on the site number field of the site for which you want to add subject visits.
Navigate to the Calendar view.
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. |