Define the visit schedule for a branch

When you define the visit schedule for a branch, you specify the amount of time that must occur between the visits included in a branch. You should be aware of how the time between visits is calculated.

The first visit in a branch is scheduled based on the previously scheduled visit in the non-branched visit schedule or the final scheduled visit in the previous branch tier. For example, visit A in Branch 1 can be scheduled 15 days after the Baseline visit in the non-branched schedule. Or the Day 1 visit in Branch 3 can be scheduled 7 days after the final scheduled visit in Branch 2.

Before you begin, you must create a visit branch with scheduled visits included in it. For step-by-step instructions, see Create a visit branch and Add a scheduled visit to a branch.

Also, you cannnot schedule the first visit in a branch if no visits have been scheduled prior to the branch. This means you must have an initial (non-branched) visit schedule or another branch prior to the branch you want to schedule. If the Add Schedule button is not enabled, check that a scheduled visit has been added above the branch.

To define the visit schedule for a branch:

  1. Access the Draft version of a study as described in Open a study's design.
  2. Make sure you are on the Data Collection screen and on the Forms tab.
  3. On the right side panel,under Scheduled Visits, select the branch for which you want to define the visit schedule.
    If there are multiple branches in the carousel, use the right and left arrows next to each branch name to navigate to the branch you want.
  4. In the branch, select Add Schedule above the visit you want to schedule.
    • If a schedule has been added to the visit, the Add Schedule label above the visit is replaced with the number of days defined for the schedule. You can click on this label to edit the visit schedule for that visit.
  5. In the Schedule Visit dialog, fill-in the fields in the Time Between Visits section:

    Tip:

    To view tips for completing a field, click into the field or choose an option.
    Field Description

    Scheduled From

    By default, this field displays the previous visit that was scheduled either in the branch or in the section above the branch where your visit is located. Click the drop-down arrow to the right of the visit name to select a different visit, if needed.

    If the visit is part of a cycle, you can only select a previous visit in the cycle. The system defaults to the first visit within the cycle.

    Days

    Specify the number of days between the visits.

  6. For the Alert if Outside the visit window setting, select one of the following:
    Option Description
    Off 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 a user specifies a date within the visit's window, the warning message disappears.

    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.
  7. Fill in the fields in the Visit Window section:
    Field 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.

    In the branch, the Add Schedule button is replaced with the number of days between the visits. Hover over the text using your cursor to view visit window details.
  8. Select Save.
  9. If you want your visit branch to be cyclic, you need to schedule the restart of that cycle. Under the last visit in the branch, select Add and follow steps 4, 5, and 6 to complete the fields in the Schedule Visit dialog.
  10. You can skip branches when scheduling visits, but only if they are located in different tiers.
    For instance, if you want to skip Branch 4 and schedule visits in Branch 5 starting with the last visit in Branch 3 you need to:
    1. Select the right arrow next to the branch you want to skip until the Skip button appears.
    2. Go to the branch for which you want to define the visit schedule and schedule the visits following steps 4, 5, 6, and 7.