Details for sponsors

How do I allow site users to enter and edit a visit start date?

  • In Study Settings, open the Subject Settings tab, and specify the following settings in the new Visit Settings section:
    • The visit types for which site users can specify and edit visit dates.
    • For randomization (and dispensation) visits, choose whether the Visit Start Date must be the same or later than the date when the site user clicks the Randomize (or Dispense) button for the subject.

How can I see whether a visit date was updated?

  • Open a visit, click into the date field for the Visit Start Date, and expand Answer & Visit History on the right.

Already working in a live study?

After the system upgrade, site users can:

  • Enter visit dates for screening, randomization, non-dispensation, optional, and withdrawal visits (but not dispensation visits).
  • Edit dates for all visits.
  • Skip both dispensation and non-dispensation visits.
  • Edit the randomization visit date so that it is earlier than the system date for randomization.
  • Edit a dispensation visit date so that it is earlier than the system date for dispensation.

You can change these requirements at any time without creating a new study version. Your changes go into effect immediately for site users.

If forms already contain questions for collecting visit dates: Consider removing those questions.