Visit Administration

The Visit Administration add-on feature provides advanced tools for managing visits and their associated data. These functions bypass standard workflow restrictions and should only be used when necessary, for example, to correct errors or accommodate special study requirements.

1. Visit Administration functionality is available in the dropdown menu on the Visit Dashboard.

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Change Visit

Use this tool to reassign a visit if data was uploaded under the wrong visit.

1. Select the target visit to move the data to.
2. Enter a reason for the change (stored in the audit trail).
3. Click “Save” to confirm.

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Move Images

Use this tool to move images from one visit into another existing visit.

1. Select the target visit where the images should be moved.
2. Enter a reason for the move (stored in the audit trail).
3. Click “Save” to confirm.

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Change Status

Use this tool to manually adjust the workflow status of a visit.

1. Select the new workflow status.
2. Enter a reason for the status change (stored in the audit trail).
3. Click “Save” to confirm.

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Unlock Reader Forms

Use this tool to unlock a reader’s assessment form if it needs to be edited after completion.

1. Select the reader whose assessment form should be unlocked.
2. Enter a reason for unlocking (stored in the audit trail).
3. Click “Save” to confirm.

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Delete Visit

Use this tool to delete an entire visit, including all associated data.

Warning: This action is permanent and cannot be undone.

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Delete Documents

Use this tool to delete stored documents.

Warning: This action is permanent and cannot be undone.