Logging an out-of-window visit request

An out-of-window visit is rescheduled to be either earlier or later than the scheduled date in the visit schedule. When you perform the steps below, you are requesting advance approval for the out-of-window visit. For more information, see Rescheduled visits.

Out-of-window visits might require approval. The subject's record is locked () until the approver makes a decision, and you cannot give the drug units to the subject until approval is received.

Click Subjects ().
On the left, click Subject Transactions.
Find the subject in the list.
A subject whose next visit date is out of window is marked with an icon () in the subject list.
Click to the left of the subject number, or select the row with the subject you want to view.
Select the Scheduled Date for the visit.
In the Comments for Approver text area, type the reason for the out-of-window visit.
Select the date by which you need the approval.
To the right of the Approval Request, select the checkbox to verify that you are requesting an Out of Window approval.
Click Submit.