Applying Revised Subject Visit Templates to Sites

This topic describes how to apply a new version of the subject visit template to a site when you revise a protocol mid-study. When you activate the new version of the subject visit template at the site, the Schedule button is enabled in the Subjects screen.

To apply a revised subject visit template to a site

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

2. In the Protocol Site list, select the site to which you want to apply a new version of the subject visit template.

3. In the Versions field, click the select button and complete the following steps:

   1. Select the new version of the subject visit template.

   2. Enter a date in IRB Approval Date field for the new version.

   3. Select the Active field for the new version.

   4. Click OK.