Page Comparison

Overview

This page describes two methods of how to check the subjects due for an encounter 

Required Role(s)

• Method 1: Subject Management ( or ) Subject Management Read-only (minimum) only  
• Method 2: Reports

Steps

Method 1.  From Home Page Image RemovedPage 

1. Select the project from which the subjects due status is to be obtained, by using the project selector from the toolbar (1- See image).
2. Make sure Subject Search is clicked (2- See image). 
3. From the Filter section in the right pane, select "due encounters" from the Subjects with selector (3 - See Image)
4. The full list of subjects due will be shown in the middle pane.  toolbar 
5. Select Subject Search in the left panel 
6. Click Advanced to show the Sites and Status selectors
7. In the Status selector, select due encounters 
8. Optional:  To display the encounter that is due check the box for Show Details
9. Click Go
10. The subjects with a due encounter will be displayed
11. Click on the Reference ID to open the Subject Overview page for that subject
12. If Show Details was checked, click on the encounter name to open the Encounter Update page  

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Method 2. From Reports Page Image RemovedPage 

1. Click "Reports" from the main menu items at the top of the page (1- See image).page 
2. Click "Subjects Due" Report (2 - See image)
3. The full report of Subject Due will appear.

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1. Select "Submit" on the far right of the screen.    in the report list 
2. Select Submit on the right side of the screen, below the toolbar
3. The Subjects Due report will display

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