Define the visit schedule

When you define the visit schedule, you specify the amount of time that must occur between a visit and the previous visit.

Want to see how to perform this task? Watch the video below.

Before you begin scheduling the visits in your study, you must know two things:

• As you schedule visits, the visits are reordered in the Scheduled Visits pane, so that they appear in the planned order. Unscheduled visits are always last and in a separate pane.
• You cannot schedule withdrawal, completion or screen failure visits.

To schedule a visit:

1. Access the Draft version of a study as described in Open a study's design.
2. In Scheduled Visits, click the Add Schedule button above the visit you want to schedule.

   Tip:

   Hover over the scheduling information before a visit to see additional scheduling details in pop-up text.
3. Fill in the fields in the top section. To view tips for completing a field, click into the field or choose an option.

   Option	Description
   Scheduled From	Select a visit to schedule time from (anchor visit). Click the drop-down arrow to the right of the visit name to select a different visit, if needed. Note: Dynamic visits are not available for selection.
   Days	Specify the number of days between the visits.

   Note:

   If the anchor visit is skipped, the ideal scheduled visit date is considered to calculate the visit window for the current visit.
4. Select how you want to Alert if Outside the visit window:

   Option	Description
   Off	Default option. Does not display any kind of alert for visits happening outside of visit window.
   Warning	Displays an inline warning when entered visit date is out of window. This warning is visible only to the user entering the visit date while on the visit page at the time of data collection. Once data is saved, the warning will disappear. This warning can be useful to catch data entry errors, such as typing an incorrect year or entering data for an incorrect subject or visit.
   Query	Raises a query every time a visit date is entered and is out of the allowed visit window as per design.

5. Fill in the fields in the Visit Window section, and click Save.

   Option	Description
   Before Days	Specify how many days before the scheduled date the visit can occur.
   After Days	Specify how many days after the scheduled date the visit can occur.

   The Add Schedule button in Scheduled Visits is replaced with the number of days between the visits. hover over this label to see the details.
6. To remove the scheduling for a visit, click the scheduling information leading to the visit, and click Clear Schedule.