CTMS

Streamline study management and finance tracking

Make Schedule Current

Who can complete this task?
  • Administrators and Site Staff with the Study Schedule Design & Management Extended Permission

Overview

Once all tabs of the schedule are complete and approved, you can update the schedule version’s status. The current schedule is the schedule that is applied to new participants. In most cases, existing participants should be updated to the current schedule.

Schedule Status

Make Schedule Current

To update the schedule version status, complete the steps below:

  1. Navigate to Studies > Select Study.
  2. Select View Study Details.
  3. Select Study Schedule from the Actions menu.
  4. Select Edit associated with the schedule version to update.
  5. Select Current from the Status field dropdown. The current schedule is applied to new participants. In most cases, existing participants should be updated to the current schedule.

Schedule Requirements

For a schedule to be made current:

  • All visits must include at least one activity.
  • All visit groups must have a distinct name.
  • All visits within each group must have a distinct name.
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