Approving Subject Visit Templates

Setting the status of a subject visit template to approved sets the subject visit template as read-only. You can modify only the Approved Date field of an approved subject visit template.

To approve a clinical subject visit template  

1. Navigate to the Administration - Clinical screen, then the Visit Templates view.

2. In the Template Versions list, select the version of the template to approve.

3. Enter the date in the Approval Date field.

4. Select Approved in the Status field.