Tracking Subjects

1. Navigate to the site to track the subjects.
2. Click on Subjects in the Navigation menu at the left side of the screen. This opens the “Subjects” window.

   

3. Click on the Add button at the top-left of the screen and This opens the Create Subject window.
4. Here we need to enter the mandatory metadata to create a Subject i.e., Study Name, Site, Subject ID, Status, Status Date as indicated by an asterisk (*) symbol next to the field title. Enter any additional information, as necessary.
5. If any of the required fields are missing, an error will appear when we click on the Create button, displaying the fields which need to be filled to create a subject successfully.
6. Finally, before clicking Create, verify all the fields are entered correctly in the Create subject window.

• 1. Create Subject window closes, and the subject record is created and displayed in the list.

1. (Optional) Click Create or Create and Add Another depending on whether you intend to create another subject right away.

Note: Subjects will not be displayed for navigation when Subject Tracking is turned off within Study > Settings for the study.