4 Templates

ClearTrial allows you to create templates for plans that can be used by other users. Templates are created to reflect your standard practices for certain types of studies, which can be used as a starting point when creating new plans.

Working with Templates

To work with templates, select Templates from the Edit menu to display the Template List Screen. This screen displays the currently defined templates and provides the ability to create, edit, delete, restore, copy, and lock templates.

Roles

To work with templates, you must have either the Power User or Clinical Administrator Role. Users without these roles can only view the templates. These are additional roles that can be granted by your System Administrator.

Creating Templates

There are two options for creating templates. You can use an existing plan and save it as a template or you can create a template on the Template List Screen.

To create a template with the Template List Screen:

1. Navigate to the Template List Screen.

2. Click the New button.

3. Specify the Sponsor, Phase, Therapeutic Area, and Indication for the template.

4. Click OK to display the Edit Plan Screen. Enter all of the assumptions you want to be used in the template and save the plan. Once saved, the template will be listed on the Template List Screen.

   Upon completion, your template is visible to other users and they can use it as a starting point for creating new plans.

To copy a plan as a template:

1. Navigate to the Plan List Screen.

2. Select a plan to copy as a template. Click the Other Actions... button and select “Copy as Template” to display the Copy Plan dialog box.

3. Enter a name for the template and ensure the Copy as Template check-box is marked.

4. Click OK. Enter and adjust assumptions as needed and save the plan. Once saved, the plan will be added as a template on the Template List Screen.

Editing Templates

Templates can be edited from the Template List Screen. When a template is edited, plans that were created based on that template are not affected.

To edit a template:

1. Navigate to the Template List Screen.

2. Select the template you need to edit and click the Edit button to view the Edit Template Screen. Modify your input assumptions and click Save.

Deleting and Restoring Templates

Templates can be deleted and restored from the Template List Screen. When a template is deleted or restored, plans created based on that template are not affected.

To delete and restore a template:

1. Navigate to the Template List Screen.

2. Select the template you need to delete and click the Delete button.

3. To restore a template, select it and click the Restore button. If the template you need to restore is not on the list, adjust the filters to display all templates.

Copying Templates

Templates can be copied to create new ones from the Template List Screen. When a template is copied, plans created based on that template are not affected.

To copy a template:

1. Navigate to the Template List Screen.

2. Select the template you need to copy and click the Copy button to display the Copy Template dialog box. Enter a name for the copy and click OK to view the Edit Template Screen. Edit the copied template as needed and click Save.

Locking and Unlocking Templates

Templates can be locked and unlocked from the Template List Screen, to prevent other users from modifying them. When a template is locked or unlocked, plans created based on that template are not affected.

To lock and unlock a template:

1. Navigate to the Template List Screen.

2. Select the template you need to lock and click the Lock Templates button. A lock symbol will appear next to locked templates. If you need to unlock a template, select it and click the Unlock Templates button.