Schedule Status

Use schedule status to track participant enrollment state and filter by follow-up discontinuation.

Role required: Subject Management (view), Project Management (configure)

Schedule status values

Using schedule status

Quick filters

Filter subjects by status:

#ScheduleStatus = 5

Returns subjects who are paused (follow-up discontinued).

Variable group dependencies

Reference schedule status in a dependency to show or hide fields:

#pauseReason.show(#ScheduleStatus == 5);

Encounter Display Name Expression

Include status in the display name:

'Visit ' + #EncounterIndex + (#ScheduleStatus == 5 ? ' (Paused)' : '')

Interval variable settings

Schedule status can trigger interval visibility or validation rules.

Data sets

Export schedule status using these variable codes:

Pausing follow-up

To discontinue a subject's follow-up schedule:

1. Set a discontinuation date (see Set up a Discontinuation Date on public Confluence).
2. The schedule status changes to Paused (5).
3. Subsequent encounters no longer appear as due.

Related

• Quick filters — filter by schedule status
• Dependencies — conditional logic based on status
• Subjects — view and manage participants