Summary
This article describes designating forms as visits that are viewable in the visit manager and the calendar.
Table of Contents
Design | System
With standardized visits, forms can be designated as visits that are then viewable in the Visit Manager and the calendar. Standardized visits also support the entry of expected visit dates and visit windows to facilitate planning.
Visit Manager
Once a visit has been saved, it can be viewed in the Visit Manager
- Access the Visit Manager by either clicking the ‘Visits’ tab or by clicking a specific visit in the calendar.
- On the Visit Manager, you can view information related to the visits.
Note: The data displayed in the Visit Manager will depend on the trial configuration.
Calendar
After a form with a question configured for standardized visits has been saved, additional information related to the visit’s expected state will be added to the calendar.
Note: Expected dates will only be added if the trial is configured to include expected dates.
Available Columns and Filter Types
The Visit Manager’s columns can be dragged and dropped between the Manager and Filter Table. The following table defines each column, the actions made available through the column value and the filters and sorts available.
| Name | Value | Action | Sortable | Filters |
|---|---|---|---|---|
| Actual Date | Date on which the visit occurs | (none) | Yes | Date |
| Begin Window | First date on which the visit will occur if a visit window is configured | (none) | Yes | Date |
| Deleted Status | Indicates if the visit is Active or Deleted | (none) | Yes | Choice |
| End Window | Last date on which the visit will occur if a visit window is configured | (none) | Yes | Date |
| Expected Date | Date on which the visit is expected to occur | (none) | Yes | Date |
| Site | Name of the Site | (none) | Yes | Choice |
| Subject | Subject Identifier | Links to the subject’s casebook | Yes | Text |
| Visit Name | Name of the visit such as Day 1 Visit or Visit 2 | (none) | Yes | Choice |
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