Administering Subject Visits in Batch Mode

The Visit Types view displays the subject visit plan by visit type. Each distinct visit type for the subject appears in the Visit Types applet, with a read-only field indicating whether or not each visit type is planned for the subject. Associated visits for each visit type appear for batch administration, and associated activities for each visit also appear. The Visit Types view provides for the following administration tasks:

• Viewing clinical visit types for each subject, the associated visits, and the associated activities.

• Planning and unplanning clinical visits in batch mode, by visit type.

• Deleting clinical visits in batch mode, by visit type.

To administer subject visits in batch mode  

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 administer visits.

3. Navigate to the Subjects view.

4. In the Subjects list, drill down on the screening number field of the subject for which you want to administer visits.

   The Visits view of the Subjects screen appears.

5. Navigate to the Visit Types view.

   The visit types, associated visit plans, and associated activities appear.

6. Complete one of the following steps:

   • To plan all visits associated with a visit type, select the visit type, and click Plan.

   • To unplan all visits associated with a visit type, select the visit type, and click Unplan.

   • To delete a visit type and all associated visit plans, select the visit type, and click Delete Visits.