Insert a visit

You have two new options to choose from when modifying the visit schedule during the study conduct period.

To create a new visit in the schedule during the study conduct period:

  1. Access the Draft version of a study as described in Open a study's design.
  2. Navigate to the Data Collection page and select the Forms tab.
  3. In the visits panel, click + and select Add Visit.
  4. Complete the following fields:
    Field Description
    Title The title of the visit.
    ID The identification code for the visit.
    Type The type of visit that is being scheduled.
    Required Whether or not the visit is required.
    Shown in Timeline How the visit will appear in the study.

    Future Only - All Scheduled Visit Types shows the visit only for subjects who did not progress past this date in the schedule. If this visit is part of a cycle then the visit is added only to future cycles.

    Future & Past - All Scheduled Visit Types shows the visit for all existing subjects in the study, including subjects who have progress past this date in the schedule. If this visit is part of a cycle then the visit is added to all cycles in the study.

  5. Click Save & Add Another or Save.
After creating the visit, you must schedule it and update the study version. For step-by-step instructions, see Extend the treatment period for subjects during the study conduct period.