Applying Activity Templates to Sites in a Protocol

Complete the procedure in this topic to simultaneously apply one or multiple activity templates to multiple sites in a protocol.

To simultaneously apply one or multiple activity templates to multiple sites in a protocol

1. Navigate to the Protocols screen, then the Protocol List view.

2. In the Protocol list, drill down on the protocol number field of the protocol to which you want to apply an activity template.

3. Navigate to the Sites view.

4. In the Sites list, select the sites to which you want to apply an activity template.

5. Click Apply Template.

6. From the Templates dialog, select one or multiple activity templates that you want to apply to the selected site, and click OK.