What information can I define for templates and types?

The following table contains examples of the kinds of information that you can define for templates and type. All study objects created from a template or type inherit the characteristics of the template or type.

Note:

You can create a study object, such as a study or study event, copy study objects to it from a library, and then mark the study object as a template. If you use the template to create a study object, the study objects that were copied from the library do not retain history information from the study objects in the library.

Study object	Information you can define
Templates	-
Study project	The references required for creating studies in the project, such as protocols or goals. Any studies or study objects that are contained in the project.
Study	Study deployment requirements, including languages and form layouts. Study language requirements. A defined Library List containing the libraries from which study objects and templates will be taken to build the study. The references required for building a study, such as a protocol or study goals. The users (assigned to study teams) who will be working on the study. The instructions and Help information for the study. The functions and constants that will be used in the study. Workflow components, including commonly used forms, special forms, and any other commonly used study objects. Mappings, including items and mappings to items, forms, and study events. Mappings, including items and mappings to items, forms, and study events.
Study element	The study objects contained in the study element and their workflow. Instructions and Help for the study element.
Study event	The study objects contained in the study event and their workflow. Instructions and Help for the study event.
Form	A designed layout. The study objects contained in the form. Instructions and Help for the form.
Item	Design information, including a question, title, units, and length. A codelist including codes and labels. Data entry rules, such as a range check. A designed layout. Instructions and Help for the item.
Codelist	The codes and labels contained in the codelist.
Mapping	A name, RefName, and description of the mapping. The data sets, data series, and items contained by the mapping.
Types	-
Item	Design information, including a question, title, units, and length. A codelist including codes and labels. Data entry rules, such as a range check. A designed layout. Instructions and Help for the item.