Tracking Subjects Visits

  1. Navigate to the site in question.
  2. Click on the Subjects in the Navigation menu at the left side of the screen.
  1. This opens the “Subjects” window.
  1. Navigate to the subject name you want to access and click on it.
  2. Click on the Subjects Visits in the Navigation menu at the left side of the screen.
  1. This opens the “Subject Visits” window.
  1. Click on the Add Visit button in the top-left of the screen.
  1. This opens the Create Subject Visit window.
  1. Here we need to enter the mandatory metadata to create a subject visit i.e., Visit Status, Visit Type, Visit Date as indicated by an asterisk (*) symbol next to the field title. Enter any additional information, as necessary.
  2. If any of the required fields are missing, an error will appear when we click on the Create button, displaying the fields that need to be filled to create a subject successfully.
  3. Finally, before clicking Create, verify all the fields are entered correctly in the Create subject visit window.
  1. Create Subject Visit window closes, subject visit 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 visit right away.