Step 4a: Create a screening visit

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Step 4a: Create a screening visit

  1. At the bottom of the Project Explorer, click the Visit Schedule (Visit Schedule) button.
  2. At the top of the Project Explorer, right-click Study Design, and select New Event.
  3. Enter a title, RefName, and description, and click OK.
  4. In the Project Explorer, select the new visit, and click the Properties tab, which appears on the right of the page by default.

    Tip Tip: If you don't see the Properties tab, at the top left of the page, select View, and make sure Properties is selected.

  5. At the top of the Properties tab, in the InForm section, click in the Special Forms field, and select Screening.
  6. Next, create a screening form in the screening visit.
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