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If user you want to enroll a subject for Study, user select desired Study at " select your desired Study on the Select Study/Site " screen

If user you want to enroll a subject for Site, user select desired Site at "your desired Site on the Select Study/Site " screen

How to enroll a subject into the system?

...

In On the main menu, user click on "Enroll" tab
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Enter information for required fields: 

General Information

Study Subject ID: is generated by one of three ways

    • Auto-generated and Non-editable

Person Secondary ID:

    • User must enter for this field if administrator configure in building study
    • This field is hidden if administrator does not configure in building study

Secondary ID: sub ID for subjectsub-ID for the Subject if needed. This field is optional.

Enrollment Date: user you can type manually enter or select from the calendar

Sex of subjectSubject: choose from the available options

Date of birthBirth: user  you can type manually enter or select from the calendar

Subject group classGroup Classto categorize Subjects within a Study, such as for by treatment options

User You must select subject group class for subject in case this is required

User can select subject group class for subject in case this is optional

User cannot see subject group class  in case Study does not have subject group classa Subject Group Class for the Subject if this field is required.

You can select a Subject Group Class for the Subject if this field is optional

You cannot see the Subject Group Classes if the Study does not have those.

After entering data, user you have three options as below:

  • Save And Assign Study Visit: Save subject the Subject information and schedule visit a Visit for subjectthe Subject
  • Save And Add next Subject: Save subject the Subject information and add a new subjectSubject
  • Save and Finish: Save subject the Subject information and go to "the Enter data" Data screen
Info

Note: User You can add Note Notes and Discrepancy Discrepancies for some fields such as Person ID, Enrollment Date, Date of birthBirth, and Sex. (Reference Refer to 14.Query.Discrepancy Note)