Site Visit Types

With this, the user can apply the Domain Settings to study by - adding a site visit type and creating a new site visit type. Follow the steps below to apply domain settings to the study.

  1. Click on the Studies link in the Navigation menu at the left side of the screen.

    a. This opens the “Studies” window and the study list is displayed.

  2. Click on the name of the study to which you want to add partner information.

    a. The dashboard for the study is displayed.

  3. Click on the Study Details in the Navigation menu at the left side of the screen.

    a. The “Study Details” window is displayed.

  4. Click on the Settings button displayed in the top right corner.
  1. This opens the ‘Study Settings – General’ window.

  1. Click the Site Visit Types option in the navigation menu at the left side of the screen.
  1. This opens the ‘Study Settings – Site Visit Types’ window.
  1. Click the Add Site Visit Type(s) button.
  1. This opens the ‘Add Domain-level Site Visit Type(s) to Study window.

  1. Select a checkbox(s) before the value column and click Add button.

  2. A notification of Success is displayed in the top right corner of the screen.
  3. The dynamic added field is displayed in the center of the screen and ‘Study Specific Settings are Applied’ is displayed in the top right corner of the screen.

  4. Notice that the ‘Create New button’ is disappeared and is now displayed below the ‘+ Add’ dropdown menu.
  5. Click the Create New option from the +Add Dropdown menu.

    a. This opens the ‘Create Site Visit Type’ window.

  6. Enter a name in the Value field as indicated by an asterisk (*).
  7. Notice that the Label field displays the same name mentioned in the value field.
  8. (Optional) Select the toggle button of Unblinded Site Visit Type.
  9. (Optional) Select the Checklist Template from the dropdown menu. The user can select 1 or all templates from the dropdown menu.
  10. Click Create.

  11. The newly added site visit type is displayed in the grid.
  12. The user has the ability to Add, Edit, Activate and Delete the Site Visit Types.
  13. Click on the checkbox of the site to enable the – Edit, Deactivate (toggle button) and Delete the site visit type.

  14. Perform the required action.