Edit Subjects Within a Study

To view and edit subjects at a study level, follow any one of the methods below.

Method 1

  1. Navigate to the Study Details screen of a particular study to edit.
  2. Click on the Subjects link from the left-hand navigation pane.
  3. Select a subject by clicking on the Subject ID.
  4. Click on the Edit button, from the top menu bar.
  5. Within the Quick View panel on the right-hand side of the screen, navigate to each tab i.e., Details, Visits, Activities, Informed Consents, etc., and make the necessary changes in the relevant sections.
  6. Click on the +Add Visit button to create a subject visit record.
  7. Once all the changes are made, click on the Save button.

Method 2

  1. On the Subjects screen within the Study, click on the Subject ID.

  2. On the Subject Details screen, click on the Edit button, from the top menu bar.
  3. Expand the following sections and make the required edits.
  4. Click on the Save button once all the changes are made.

  5. Click on the Studies link in the Navigation menu on the left side of the screen This opens the ‘Studies’ window and the study list is displayed.
  6. Click on the name of the study. The dashboard for the study is displayed.
  7. Click on the Subjects link in the Navigation menu on the left side of the screen. This displays all the subjects for the study.

Note: Subjects are only available if the study is tracking subjects within CTMS. This list will be populated with the current list of subjects for the study.