Skip to main content

Edit visit details

A visit refers to a scheduled appointment or meeting between a participant and the study team, usually at the trial site or a designated healthcare facility.

When maintaining a visit structure for your study, you may need to update the details of some existing visits due to changes in the protocol, sponsor introducing new study requirements, or other reasons.

To edit the visit 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 needed visit. In the context menu that opens, select Edit pencil_icon.png.

    Selection option to edit visit
    Figure 2. Selection option to edit visit

  4. In the Edit Visit panel that expands, update the fields as needed. These fields are identical to the ones explained in the table of the Add new visit section.

    Editing visit details
    Figure 3. Editing visit details

  5. Select save_button_red_white.png to update the visit details.

Once saved, the visit is updated.

In this section:

In a clinical trial, a location where the subject treatment and drug dispensation occur. It can be a hospital, a private laboratory, or other institutions.

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.