Scheduled visits are a core component of most studies, where specific forms need to be collected at specific date/time ranges for each subject. The examples below show a couple different scenarios.

Each cell contains an icon to indicate the status of the record and existing queries. The icon legend is always available for user reference. 

The red asterisk *  in each cell indicates the form is not being collected in that particular visit.


Each visit window is defined with a specific target date/time (that's the yellow date), and a low/high range that is acceptable for the data to be collected (The "Time Range"). The date enforced by this date window will be the visit transaction date on each form within the visit, unless the form is set up to ignore visit window checking.


If a TBD or "Awaiting" is displayed, its because that visit depends on some other visit's form to be completed first. This is shown in the first example below.





Visit schedules may also vary. For example, some subjects may have forms or entire visits that other subjects don't have. In other words, its not the same exact schedule for all subjects in the study. This is handled through cohorts.


Continue reading on how to setup/define the visit schedule