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Edit visit folder details

In Study Designer, you can add visit folders—dedicated directories to store related visits, for instance, unscheduled visits that need to be repeated according to the study protocol. If required, you can update the name of these folders due to changes in the protocol or a sponsor introducing new study requirements.

To edit the visit folder details

  1. In the Study Designer application header, select the CRF DESIGN tab.

  2. In the toolbar, select the latest draft CRF version marked with the respective unlock symbol unlocked_icon_purple.png, otherwise, you cannot perform any actions.

    Selecting latest draft CRF version
    Figure 1. Selecting latest draft CRF version

  3. In the left pane that appears, right-click the folder whose name you want to update.

  4. In the context menu that opens, select Edit pencil_icon.png.

  5. In the Edit dialog that appears, update the folder name.

    Editing folder name
    Figure 2. Editing folder name

  6. Select save_button_red_white.png to update the folder name.

Once saved, the folder name is updated.

In this section:

A visit that occurs outside of the predefined schedule as the subject or the study staff initiates them in response to emerging symptoms, adverse events, or other issues that require immediate attention. Unscheduled visits are conducted to address participant concerns, assess unexpected reactions, or collect additional data not initially planned in the visit structure.

Any person, company, institution, group, or organization that is a client of EDETEK and a user of the eClinical system.

In the eClinical system, the Sponsor role is assigned to the user who oversees or pays for a clinical trial and collects and analyzes the data. Before the study goes live, the Sponsor users work closely with the data managers, configuring CRFs and other aspects to make sure everything meets their requirements before giving the green light for the study to go live. In the course of a trial, the Sponsor users make requests for amendments in the system according to a new protocol version, changes in business requirements, or other needs.