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Overview of autocreating Clintrial study books
When the CIS software performs a synchronization for the first time, it creates, optionally:
- A Clintrial protocol, panels, and panel items if they do not already exist.
- The study books, page templates, and page sections, either during the initial synchronization or afterwards.
When study book autocreation is enabled, during synchronization, the CIS software:
- Creates new enrollment, non-patient data, and patient data study books in the target protocol if they do not already exist.
- Regenerates study books if they do exist in the target protocol, overwriting the existing study books.
Note: If a non-CIS user, such as a user of the Clintrial Design module, has updated a pre-existing element, the CIS software ignores the element and does not regenerate it during regular synchronization processing. However, if you request immediate study book generation by using the Actions tab of the CIS Synchronizations page, you can specify that the CIS software regenerates elements updated by a non-CIS user and overwrites those elements.
The CIS software can detect most changes that a user makes to a protocol with the Clintrial Design module. However, some changes are not detectable by the CIS software. If a user of the Design module makes any of the following changes, the CIS software does not detect them and overwrites those changes:
- Deleting the last page template from a block.
- Deleting the last block from a study book.
- Changing the order of page sections in a page template.
You can enable study book autocreation by:
