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Add visit to dispensing plan

A subject dispensing plan outlines the procedures for administering a particular drug or treatment to human subjects in a clinical trial. A dispensing plan consists of various planned visits during which a drug dispensation occurs. You can add visits with custom configurations to a dispensing plan using the existing dispensing packages. The visits you add to the dispensing plan for a subject are created separately from the general list of visits that are predefined in the IWRS system.

Important

The visits you add to a dispensing plan are not reflected on the Visit Dispensing page.

To add a visit to a subject dispensing plan
  1. In the IWRS application header, select the SUBJECT tab.

  2. From Subject List that opens, select the needed site and subject.

    Selecting site and subject
    Figure 1. Selecting site and subject

  3. In the left pane of the page that opens, select the Subject Scheduled Dispensing Plan tab.

    Accessing subject scheduled dispensing plan
    Figure 2. Accessing subject scheduled dispensing plan

  4. On the Subject Scheduled Dispensing Plan page that opens, from the workspace toolbar, select New Item plus_new_orange.jpg.

    Adding new visit to subject dispensing plan
    Figure 3. Adding new visit to subject dispensing plan

  5. In the form that appears, complete the Select Factor step of the dispensing plan creation process as explained in the following table.

    Selecting dispensing package factor
    Figure 4. Selecting dispensing package factor

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Visit*

    Select the visit or visits that require a dispensing plan. You can only select visits that have no treatment plans.

    Factor

    Select the factor or factors for determining the dispensing plan.

    NEXT STEP

    Select next_step_button_red_white.png to go to the Set Dispensing Package step.

    CANCEL

    Select CancelBlack_button.png to dismiss the changes without saving.

  6. At the Set Dispensing Package step, define the visit dispensing packages as explained in the following table.

    Defining visit dispensing
    Figure 5. Defining visit dispensing

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Visit Name

    Represents the visit(s) selected at the Select Factor step.

    [Factor name]

    The title of this column is the factor that has been selected in the previous step.

    For example, if you have selected Gender in the Select Factor step, then in the Set Dispensing Package step, the title of this column is Gender and the values of the column are according to the defined factor specifications.

    Dispensing Package*

    From a dropdown list, select the dispensing package for the corresponding visit and factors.

    Alternative Packages

    From a dropdown list, select dispensing packages that can be used as an alternative to the main dispensing package for the corresponding visit and factors.

    apply_to_all_icon.png

    Select this icon to add the selected dispensing package value(s) to all factors displayed in the table.

    NA_button.png

    Select this icon to apply the N/A value to factors displayed in the table.

    SAVE

    Select save_button_red.png to save the configured dispensing plan.

    PREV STEP

    Select prev_step_button_red_white.png to go back to the previous step.

Once saved, a visit is added to the dispensing plan. You can also set up a dispensing package.