Maintaining Templates: Best Practices

As of 5.4, the following best practices are recommended upon release of the new cost model:

• Copy your custom templates.

• Upgrade them to the current cost model version.

• Review the impact of ClearTrial's new cost model version.

• Edit your templates, if necessary.

• Instruct your users to create new plans based on the new templates.

You can leave templates based on older cost models available for users or you can archive them.

Note:

If you want the billing rates to remain the same from release to release, ClearTrial still recommends that you freeze rates prior to a new Oracle ClearTrial release because billing rates are not preserved as part of a cost model.