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Authorizing and setting approvals for out-of-window requests

For each visit in the visit schedule, you must decide whether to authorize out-of-window requests and whether these requests require approval. If you set up approvals for these visits, you must identify the approvers.

  1. Click Configurations (Configurations tab (main menu)).
  2. On the left, click Manage Visit Schedule.

    For descriptions of the fields on this page, see Manage Visit Schedule page.

  3. Find the visit whose approval settings you want to change, and click Edit.
  4. Click the Visit Schedule tab.
  5. To authorize the out-of-window approvals for the site, in the Out of Window Hard Stop? drop-down list, select Yes.
  6. To set up the study to require approvals for out-of-window visits, in the Out of Window Approval? drop-down list, select Yes.
  7. Click Submit.
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