Creating a Subject Visit From the Calendars for Sites

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

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 add subject visits.

3. Navigate to the Calendar view.

4. Create a new record and complete the necessary fields as shown 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.