Scheduling Clinical Subjects

Scheduling a subject applies the activated subject visit template. You enter a single start date for all subject visit types in the Schedule Date field.

To schedule 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 schedule a subject.

3. Navigate to the Subjects view.

4. In the Subjects list, drill down on the screening number field of the subject to schedule.

   The Visits view of the Subjects screen appears.

   Some fields are described in the following table.

   Field	Comments
   Early Terminated Date	Displays the date that the subject's participation in the trial terminates.
   Randomized Date	Displays the date that you randomize the subject into an arm of the trial.
   Withdrawn Date	Displays the date that the subject withdraws from the clinical trial.
   Screen Failure Date	Displays the date that the subject fails screening.

   
   

5. Click Schedule.

   The Schedule applet is launched.

6. Select a date in the Schedule Date field, and click OK.

   The subject visits record updates as follows:

   • All the visits in the active subject visit template are copied to the Visit Plans list.

   • The Visit Type, Name, Start Date, Planned, Status Tracking Visit, and Status fields are copied from the subject visit template.

   • The planned dates and due dates are calculated using the lead time in the subject visit template and the start date in the Schedule Date field. The planned dates and due dates are calculated as follows:

     planned or due date equals schedule date plus lead time.

Note: You can also schedule subjects through workflows. Set the Enroll Screen Rescreen Through WorkFlow user property to true to execute the schedule subject tasks in workflows instead of executing these tasks through applets and business component methods. If the Enroll Screen Rescreen Through WorkFlow user property is set to true, then workflows in other user properties are executed according to context. You can change workflow names to execute custom workflows. You can also modify other workflows and business service methods according to your needs. For more information about the Enroll Screen Rescreen Through WorkFlow user property, see "User Properties for Business Components in Siebel Clinical".