Visits
The Visits page lists every visit (event instance) across every subject in the study in a single flat table — one row per visit, rather than one row per subject. It is a complementary view to Subjects: Subjects shows each subject's progress across all of their events side by side, while Visits shows each visit across all subjects, making it a fast way to scan study-wide progress, overdue visits, or open queries by event type without opening individual subjects.
Path: Study Name → Visits
Summary
The top of the page shows a row of study-wide visit counters:
| Statistic | Shown |
|---|---|
| All Visits | Always |
| Overdue | Always |
| In Progress | Always |
| Open Queries | Always |
| Ready for SDV | Only when the study has Source Data Verification installed |
| Ready for Signature | Only when the study has Electronic Signature installed |
Filters
| Filter | Description |
|---|---|
| Site | Restrict the table to one or more sites |
| Visit Status | Filter by visit status (Not Started, Data Entry Started, Completed, SDV, Signed, Scheduled) |
| SDV | Filter by SDV status — shown only when the study has Source Data Verification installed |
| Signature | Filter by signature status — shown only when the study has Electronic Signature installed |
Table Columns
| Column | Description |
|---|---|
| Visit | The event name |
| Subject | The subject the visit belongs to, linked to Subject Detail |
| Site | The site the subject is enrolled at |
| Type | The event type |
| Status | The visit's current status |
| Scheduled Date | The date the visit was scheduled for |
| Last Updated | Timestamp of the visit's most recent change |
| CRFs | A progress bar showing completed vs. total CRFs assigned to the visit |
| Queries | The number of open queries on the visit |
| SDV | The visit's SDV status — shown only when the study has Source Data Verification installed |
| Signature | The visit's signature status — shown only when the study has Electronic Signature installed |
Row Actions
| Action | Description |
|---|---|
| View | Opens Visit Detail for that visit |
Viewing the Visits list has no dedicated permission requirement beyond general access to the study — any role with access to the study can open it.
Related Documentation
- Subjects — the subject-centric view of the same underlying data
- Visit Detail — the full record for a single visit