Add a Subject in Mentor EDC

• To review a video that shows this feature, click this link Add a Subject in Mentor EDC.
• Each subject is added individually (usually at study start) unless subject data is imported from another system.
• The Subject Folder is automatically created when you complete the Add Subject process.
• The Subject Identifier must be unique and may not be duplicated within the same Site.
• Only users with the appropriate permissions may add new Subjects.
• An error message displays if the information is entered in an incorrect format.
• When your Mentor EDC environment is configured to use the Automatic Subject Numbering feature (Setup Subject Labels feature in Mentor Study Builder), the Subject ID displays in the field, in the correct format after you click the Add New Subject button.
• Click the OK button to complete the process.

Follow the steps below to add a Subject to a site.

1. Under the Site folder, double click the Add New Subject button on the Navigation Tree.
   – OR – Click the Add New Subject button in the Set Folder Action tile of the Main screen.
2. The dialog box displays options based on the configuration for your environment.
3. When your environment is configured to “Setup Subject Labels,” no additional detail is needed, proceed to step 4.
   – OR – Enter in the Subject ID (Identifier) in the field that displays.
4. Click the OK button to complete this process.
   This action adds the Subject and creates a Subject Folder in the Study tree.