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

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

How to enroll a subject into the system?


On the main menu, click on Enroll


Enter information for required fields: 

General Information

Study Subject ID: generated by one of three ways

    • Auto-generated and Non-editable

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

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

Sex of Subject: choose from the available options

Date of Birth: you can manually enter or select from the calendar

Subject Group Classto categorize Subjects within a Study, such as by treatment options

You must select a 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, you have three options as below:

  • Save And Assign Study Visit: Save the Subject information and schedule a Visit for the Subject
  • Save And Add next Subject: Save the Subject information and add a new Subject
  • Save and Finish: Save the Subject information and go to the Enter Data screen

Note: You can add Notes and Discrepancies for some fields such as Enrollment Date, Date of Birth, and Sex. (Refer to 14.Discrepancy Note)


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