Define the visit schedule

When you define the visit schedule, you specify the amount of time that must occur between a visit and the previous visit.

Want to see how to perform this task? Watch the video below.

Before you begin scheduling the visits in your study, you must add scheduled visits to your study. See Create a visit or event.

As you schedule visits, the visits are reordered in the Scheduled Visits pane, so that they appear in the planned order. Unscheduled visits are always last and in a separate pane.

Note:

You cannot schedule withdrawal, completion or screen failure visits.

To schedule a visit:

  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. In the right-side pane, under Scheduled Visits, 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.
  4. Fill in the fields in the top section.

    Tip:

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

    Select a visit to schedule time from (anchor visit). Click the drop-down arrow to the right of the visit name to select a different visit, if needed.

    Dynamic visits are not available for selection.

    Note: If the anchor visit is skipped during the study conduct period, the ideal scheduled visit date is considered to calculate the visit window for the current visit.
    Days Specify the number of days between the visits.
  5. 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.
  6. In the Visit Window section, fill-in the following fields, and click Save.
    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.
    The Add Schedule label in Scheduled Visits pane is replaced with the number of days between the visits. Hover over this label to see the details.
  7. To remove the scheduling for a visit, click the scheduling information leading to the visit, and select Clear Schedule.

Related Topics

Parent topic: Visits and schedules