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This article will describe how to access any records on scheduled visits

After opening  Subject Recordsa subject’s records (i.e. casebook), you will have access to the various types of forms.

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titleOn the web
  1. Switch to Drop Down View (Link to change views). The view is shown here (Grid View) allows you to see all forms collected across all scheduled visits. For faster page loading times, use the drop-down view as shown in the second image below.

  2. The target date for the interval. If this date depends on a previous interval occurring first, it will say "TDB"

  3. The time window for the interval. If this date depends on a previous interval occurring first, it will indicate "Awaiting <Visit Name>"

  4. Select these icons to open the corresponding form. An icon key can be viewed at the right of the screen. The date displayed for each is the date entered on the form.

The drop-down view allows you to focus on one visit/interval at a time. It also allows for faster page loading times on a browser. See below

  1. Select this link to switch back to the grid view, as displayed in the image above.

  2. Select a visit to review.

  3. Select these icons to open the corresponding form.

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Also read about the Unscheduled Visit and Log Form, or how to complete Entering Records.

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