To plan a list of Exchanges, click on
(only accessible if the window is saved). The window Plan
Exchanges is automatically displayed:
Select the Exchange Type
Select:
From the last exchange to (default
value): if you want to plan the exchange (s) from the last one
already existing to a desired date of the select exchange
type.
or
Next: if you want to plan only the
next exchange of the select exchange type.
or
From: if you want to plan the
exchange (s) from a desired date to a desired date of the
select exchange type.
Frequency between contacts is automatically displayed from the
Parameters option (Study Level) and can not be changed here.
The exchanges will be created and planned with this
frequency.
Select:
Generate Planned Exchanges for the
center: if you want to plan only for the selected
center
or
Generate Planned Exchanges for all the
Centers of the Country you are in charge of: if you want
to plan for the all centers in the Study/Country for which you
are defined as internal personnel.
Click on
Automatically the window is closed, back in Center Exchanges §
Report Tracking window with all the planned exchanges.
For each planned contact, the following data are automatically
displayed:
Type: Exchange Type selected in Plan Exchanges window
Status: Automatically displayed at
Planned
Planned: Automatically displayed in relation
with the criteria selected in Plan Exchanges window and
frequency between exchanges
Initials: The connected user initials and name
are displayed.
All data can be changed.