Step 5a: Create a visit

  1. At the bottom of the Project Explorer, click the Visit Schedule (Visit Schedule icon.) button.
  2. At the top of the Project Explorer, right-click Study Design, and select New Event.
  3. Enter a title, RefName, and description, and click OK.
  4. Click the Properties tab, which appears on the right of the page by default.

    Tip:

    If you don't see the Properties tab, at the top left of the page, select View, and make sure Properties is selected.
  5. Optionally, specify any of the following properties for the visit:
    • Repeating—Set the visit as repeating or non-repeating.

      Tip:

      To ensure that data is captured and maintained properly, do not change this setting after you have deployed your study. Instead, deactivate this study object and create a new object with the updated setting.
    • Short Title—Used as the visit mnemonic, which is used to identify the form in the InForm user interface and reports. You can enter up to 63 characters.
  6. Next, Step 5b: Create forms in your visits.