Schedule Activity Plans

To schedule Activity plans, follow the steps below:

1. From the left-hand navigation links, click on Studies.
2. Select a study by clicking on the study’s name.

   

3. On that Study’s screen, navigate to the left-hand navigation links and select Activity Plans.
4. On the Scheduled Activity Plan screen, select the Scheduled Plans tab > +Add button.

   

5. On the Schedule Activity Plans for Study screen, perform the following.
   1. Select Templates: Click on Schedule plan or the templates tile to select the template and click on the Next button.

      

   2. Plan Details: On the Plan Details screen, add a suitable plan description and click on the Next button.

      

   3. Schedule Plan: On the Schedule Plan screen enter the Stie, Country, and Study Status from their dropdown options and select Schedule.

      

   Note:

   • When a study-level template is selected, the Schedule Plan section displays only the Study Status dropdown.
   • When a country-level template is selected, the Schedule Plan section displays the Study Status and Country Status dropdowns.
   • When a site-level template is selected, the Schedule Plan section displays the Study Status, Country Status, and Site Status dropdowns.