Applying Clinical Trip Report Templates

The Template field of the Site Visits view displays all of the trip report templates that are applicable to protocol, region, and visit type details for that site visit. When you apply a trip report template to a trip report, all of the details in the template are copied to the trip report.

Checklist and follow-up activities in the Trip Report Template Details view of the trip report template are copied to the trip report, and overwrite any existing checklist and follow-up activities in the trip report.

SmartScript questionnaires in the SmartScript field of the trip report template are applied to the trip report, and appear in the Questions view. For performance reasons, the SmartScript questionnaire does not appear in the Questions view until after the user launches the SmartScript questionnaire. For more information about SmartScript questionnaires, see "Completing Questionnaires for Clinical Trip Reports".

To apply a clinical trip report template  

1. Navigate to the Site Visits screen, then the Clinical Site Visits List view.

2. In the Clinical Site Visits list, drill down on the Visit Start field of the site visit to which you want to apply a trip report template.

   The Trip Report form for the selected site visit appears.

3. Click the select button in the Template field.

   A list of templates that correspond to the protocol, region, and visit type details for the site appears.

4. Select the name of the trip report template that you want to apply, and click OK.

   When you save the Template field, the activities in the template appear in the Checklist Activities list and Follow-Up Items list.