eTM Help > Study Planning > Study Level for a Study in Planning > Create Visit Schedule > Visit Schedule >

Copy from Other Visit schedule

Instead of entering visits/procedures manually, to copy from other schedules, click on icon in the left horizontal toolbar.

If you want to copy a complete visit schedule from another study, your newly created visit schedule needs to be empty, i.e., the only information you may enter before accessing is the name of your schedule. As soon as you entered any visit, you can no longer copy a complete visit schedule.

Via this tab you can copy an entire visit schedule or single visits or procedures from another study. All schedules from all studies that you selected at study level are available in this screen. I.e., if you know that you have to create a schedule similar to one you had in a previous study, you should select this study in the selection window, to have the data available for use.

Via this option you can copy an entire visit schedule or single visits or procedures from another study to your current visit schedule.
All schedules from all studies that you selected at study level are available in this screen. I.e., if you know that you have to create a schedule similar to one you had in a previous study, you should select this study in the selection window, to have the data available for use.
Your current visit schedule (left part of the window) must be blank in order to copy an entire Visit Schedule from the right side of the window.
Additions and modifications may be made after you copied the Visit Schedule or single visits or procedures.

Click on the drop down arrow at the right side of the field Study Number' in the right part of the window => Visit Schedule Selection window pops up.
Select the Study Number from which you want to copy the visit schedule.
Select the visit schedule to be copied in the lower part of the window by highlighting it and clicking on in the right upper horizontal toolbar => the visit schedule is retrieved in the right part of the Visit Schedule window.
To copy the whole schedule, highlight the schedule name and then click on icon in the right upper horizontal toolbar.
To copy sub-schedules (including all linked visits & procedures), visits (including all linked procedures) or procedures only, highlight the required item and click on .
After having copied the required items, you may now make any modifications (except fields Visit/Procedure and Type) to adapt the items to your current study.