Set up the visit schedule

The Matrix view shows visits as columns and forms as rows, grouped into site assessments, participant-reported forms and ongoing logs. Switch to List for a timeline, and between Days and Weeks. Hover over a visit to see its forms, day and window. The lightbulb shows optional Schedule suggestions; nothing there blocks your study.

1. 1

   Click Add First Visit, or the + at the end of the day row.

2. 2

   Fill Event Name and Study Day (negative before enrollment, Day 0 is enrollment), and optionally a Short Name and Visit number.

3. 3

   Choose the Epoch (screening, treatment, follow-up or unscheduled) and whether the visit is before or after randomization.

4. 4

   Choose the Event Type (for example clinic visit, home task or safety follow-up) and Visit Location.

5. 5

   Set the Completion Window: days before and after the target day (visit windows).

6. 6

   Under Anchor & window, choose what the visit counts from: nothing, the screening date, a milestone such as randomization, an earlier visit, a fixed study day, or a date in a form.

7. 7

   Click Add Event.

   You see "Visit added". An Unscheduled column is added automatically at the end.

• Click a visit's day cell to open Edit Event. Advanced Settings has visit groups, time of day, window enforcement, recurring visits and visit prerequisites.
• Right-click the visit name for Edit Event or Delete Event. Deleting cannot be undone.
• Click Lock at the top to protect the schedule from accidental changes, and Locked to unlock it.

On a live study, every schedule change asks for a reason and your signature, and existing participants get the new or changed tasks.