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The Subject Overview page organizes data about a subject. This page and the associated tabs are is used to view, enter or edit subject data.

Map

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 Tutorials

Click To Play Subject Overview User Interface Video

Click To Play Subject Overview Views Video

Toolbar And Action Buttons

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Button

Function

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New Subject

To add

SidebarToggles between showing and hiding the sidebar

New Subject

Add a new subject

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Edit Subject

To edit

Edit subject attributes and project

variables

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Delete Subject

To delete a subject (if the delete icon is red)
Subjects with data entered cannot be deleted (the delete icon will be gray)

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Enroll Subject

Enroll a subject in a project

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Screen Subject**

Screen a subject in a project

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Randomize Subject**

Randomize a subject

 

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Click to View

 
 

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The heading of the Subject Overview page contains:

  • Reference ID
  • Name**
  • Site
  • Project ID**
  • Enrollment Status
  • Data Completion Status
  • Allow Double Data Entry**

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Selector Panel Tabs

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Dashboard

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Attributes

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Medications**

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Account Information**

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Tasks

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Adverse Events**

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Encounters

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Reports**

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variable data

Subject Search

Search for a subject across projects or within the project selected

Dashboard View

Access a graphical display of encounters and medications

Timeline View

Access a tabular display of encounters

Details ViewAccess a detailed display of encounters, medications, queries, tasks, and emails
General SearchSearch within the Subject Overview page across encounters, medications, queries, tasks, and emails

 Heading

The heading only displays if the sidebar is hidden as the sidebar contains the same information in a different layout.

  • Reference ID
  • Project ID**
  • Subject Name**
  • Data Completion status
  • Screening status**
  • Project name
  • Subject's photo
    • Click the photo box to upload a photo
  • Link to the subject's Account Update page**

 
 ** Items marked with a double-asterisk only display if the feature or attribute is enabled in the project configuration 


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 Click to View

Tutorial

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