Scheduling Activity Plans

To schedule Activity plans, follow the steps below.

1. From the left-hand navigation links, click on Studies.
2. Select a study by clicking on the study’s name.

   

   Figure: Selecting a Study
3. On that Study’s screen, navigate to the left-hand navigation links and select Activity Plans.

   

   Figure: Select Activity Plans
4. On the Scheduled Activity Plan screen, select the Scheduled Plans tab > +Add

   

   Figure: Scheduled Plans tab
5. On the Schedule Activity Plans for Study screen, perform the following.
   1. Select Templates: Click on Schedule plan or the templates tile to select the template and click on the Next button.

      

      Figure: Schedule Activity Plan for Study-Select Template
   2. Plan Details: On the Plan Details screen, add a suitable plan description and click on the Next button.

      

      Figure: Schedule Activity Plan for Study-Plan Template
   3. Schedule Plan: On the Schedule Plan screen enter the Stie, Country, and Study Status from their dropdown options and select Schedule.

Figure: Schedule Activity Plan for Study-Schedule Plan