First things first, you'll need to setup a subject visit schedule. Navigate to a workspace you want to create a subject visit schedule for, then click the "Actions" button in the top right corner, and choose "New visit schedule" from the dropdown list of options.

You'll arrive a form where you can create a new subject visit schedule. This is a simple form, where you can give your schedule a name (e.g. "Subject Visits") and setup a number of visits. If you enter anything other than 0 in this field, Slope will create a series of visit templates for you automatically, beginning with a screening visit. If you'd like to start from scratch, leave the number of visits to 0. Click the button to create the schedule.

Once the page loads, you'll be forwarded to the subject visit templates view, which lets you build a series of visit templates. In the example below, we created a schedule with the number of visits set to 0, so there's not much to see yet. Go ahead and click the big blue "New Visit Template" button, or click the "Actions" button and add a visit template by choosing one of the options from the dropdown.

Creating a visit template

Slope uses the concept of a visit template to model a visit in a study protocol. Slope offers two types of visit templates: scheduled and unscheduled. Scheduled visits are like what they sound, meaning that these visits come at a specific point in time in a sequence. On the other hand, unscheduled visits don't have a specific point in time that they occur. Here's what the new scheduled visit template form looks like:

Let's describe these fields in more detail:

  • Visit Name - Provide the longer form name of the visit, e.g. "Visit 1"
  • Visit Type - Choose a visit type from the dropdown. Changing this field will update the shortname if nothing has been entered yet. 
  • Shortname - Provide a shortened version of the Visit Name provided above. You can only provide 8 characters, and we suggest using uppercase letters. The shorter the better, because these tiny labels will show up next to each visit in the calendar (more on that later).
  • Set as schedule start timepoint? - Check this box if the given visit is the starting point from which all the other visits should be calculated. Commonly the "Visit 1" or "Baseline" visit will have this turned on, so that later visits can be sequenced. Checking this box will hide the offset and window fields.
  • Offset - If the schedule start checkbox is not checked, enter the offset (in days) from the schedule start timepoint. 
  • Unit - Choose either "Days" or "Weeks" for the Offset.
  • Window - If the schedule start checkbox is not checked, enter the allowable range plus or minus a number of days in which the visit may occur (as outlined by your study protocol). 
  • Notes - Add some notes to this visit template for internal reference.

When you click the "Create Visit Template" button, that visit will appear in the "Visits" tab when looking at the visit schedule. Here's what it looks like after we added a three scheduled visits:

Associating inventory with a subject visit

Now that we've created a couple visits, let's begin to associate the inventories we already setup in this study with Visits 1, 2, and 3. Click the "Actions" button next to a visit template and choose "New inventory demand" from the dropdown:

This will take you to a form where you can set up how much of a given inventory is required for the selected visit. Here's what it looks like:

Here's more detail about these form fields:

  • Inventory - Select which inventory you want to associate with the visit using this dropdown. If you have already associated an inventory with the given visit, then it will be hidden from this list.
  • Quantity - Enter in how many items of the selected inventory is needed for the given visit.
  • Notes - Provide notes for internal reference here.

Click the "Create Inventory Demand" button to save the inventory association for the given visit. Once you have setup some inventory demands for a visit template, you will see numbers in the right-hand side of the visit templates list:

If you want to view or edit an inventory demand you've already created, first click on the name of the visit template. To continue our example, we'll click on "Visit 1" in the screenshot above, which will take us to the visit template view for that visit (shown below). You'll see a table that shows all the inventory quantities that are associated with that visit. You can use the inline "Actions" button to edit or delete an inventory demand for the visit.

So far, we've set up a subject visit schedule, created a few visit templates, and associated those visit templates with inventories. The last step is to activate the subject visit schedule, so it can be used to track subjects. Do that by clicking the blue  "Actions" in the top right corner, and click "Activate" from the dropdown list of options.

Once activated, Slope will show the status of the schedule as "Active" (shown in the circle below). From here, you can return to the study dashboard by clicking the Study name in the top breadcrumb (shown in the rectangle below):

If you need to return to edit a subject visit schedule, you can get to it by clicking the new "Setup" tab on your study dashboard (see below). This tab will only show up if you have already setup a subject visit schedule.

Awesome! Now that you've setup your subject visit schedule, you're ready to start tracking subject visits.

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