Use a study template

A study template is a study that you can copy to another study so that its clinical data models, transformations, and validation check batches become part of the new study. InForm input models are not included in the template.

Note:

You can apply only one study template to a study.

In the new study you can:

• Delete or modify template models, tables, transformations, or validation checks.

• In transformations, mark tables and columns in target models as Not Used.

• Copy or create additional models, tables, transformations, and validation checks. If two components of the same type have the same name, the system appends "_1" to the name of the second component added.

1. Click the Home page icon at the top of any page.

2. In the Home page, select the study you want to copy the template into.

3. Click the Study Configuration icon from the navigation bar. Then, select the Study Template tab. The system displays a list of study templates with their descriptions.

4. Find the template you want to use.

   • You can filter by entering a value in the blank field above any column. If blank fields are not displayed, click the Query By Example icon.

   • To see a template's details, query for it in the Home page, then navigate to its clinical data models, transformations, and validation checks.

5. Select the template and click the Apply Template to Study icon.

   Note:

   While the system applies the template you cannot use the Study Configuration pages, including Clinical Data Models, Transformations, or Validation Checks. Click the Refresh icon to see the updated Job Status.

Back to Table 1-1.