eTM Help > Study Planning > Study/Country Level > Define Externalized Services > Create Recruitment Plan for an Externalized Service >

Freeze / Revise Recruitment Plan for an Externaized Service

You can only enter a revised recruitment plan for a service provider if the initial recruitment plan has been frozen. To freeze the plan, it needs to be valid.
If you haven't validated the plan yet, click on VALIDATE in the right horizontal toolbar of the Recruitment Plan (External Services) window.

Highlight the respective external services in External Services and click on edit in the right lower horizontal toolbar.


If 'Freeze the Initial Target Recruitment Plan' is already ticked, continue as described following under 'Enter revised recruitment plan'.
If not ticked, tick 'Freeze the Initial Target Recruitment Plan', a warning message will be displayed:


Click on YES. 'Revised No of Patients' in External Services and in Recruitment Plan (revised column equal target column month by month) will be populated automatically with the original target number of patient.


Enter revised recruitment plan:

If you want to revise the target number of patients, change ' Revised No of Patients' as appropriate and then click on SAVE. The data will be populated to the revised recruitment plan.
Click on RECRUITMENT PLAN in External Services.
Click on edit in the right horizontal toolbar (to edit a valid recruitment plan, you need to click on INVALIDATE first.
Enter the revised numbers (patients in column 'Rvs.', Centers in column 'Pl.') and SAVE revised recruitment plan.
Click on VALIDATE in the right horizontal toolbar. The total number of revised patients entered month by month must be equal to the total number of revised patients.