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

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

How to enroll a subject into the system?


On the main menu, click on "Enroll" tab


Enter information for required fields: 

General Information

Study Subject ID: generated by one of three ways

    • Auto-generated and Non-editable

Person ID:

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

Secondary ID: sub-ID for 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 subject group class for the subject if this field is required

You can select subject group class for the subject if this field is optional

You cannot see subject group class if the Study does not have subject group classes

After entering data, user 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 "Enter data" screen

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


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