Create Templates

A template is a reusable plan that serves as a starting point. Using a template to create a plan saves time by storing frequently used assumption values and choices.

Templates also enforce standard operating procedures. Unlike a copy of a plan, which remains linked to its original study, you can create a plan based on a template for any study. By default, plans are created from the ClearTrial Default System Template.

• Create a User-defined Template
  You can create multiple templates for your organization.
• Lock or Unlock a Template
  ClearTrial recommends locking plans and templates once you are satisfied with them.

Create a User-defined Template

You can create multiple templates for your organization.

1. From the Maintain menu, select Templates.
2. On the Templates screen, click New.
3. On the Select Template Defaults screen, select the sponsor from the drop-down list.
4. Select the Phase, Therapeutic Area, and Indication from the drop-down lists to allow ClearTrial to calculate suggested values for your template.
   • You can override these values as you create the template.
   • You can override these values as you create the template or again in plans created from the template.
   • You can also create plans for studies in other indications from any template. Default values derived from the phase, therapeutic area, and indication reflect those of the study being planned. Values you have overridden in the template, however, are used instead of any of these defaults.
5. Click Ok.
6. On the Create Template screen, which is identical to the Create Plan screen, enter values as you would for any plan.

   Note:

   The user-defined template will be created using the cost model for the current release.

   • Choose values that correspond to most of the plans for which this template will act as a source. You can then make plan-specific changes in each plan, as necessary.
   • You can select this template to plan studies even if the study to be planned is for a different phase, therapeutic area, or indication.
   • For more information about a field, click the field label to display online help.
7. Work through the tabs until you have completely defined the template.

Lock or Unlock a Template

ClearTrial recommends locking plans and templates once you are satisfied with them.

However, locked templates cannot be edited unless they are unlocked.

Lock a Template

1. From the Maintain menu, select Templates.
2. On the Templates screen, select the template to lock.
3. Click the Other Actions button, and then click Lock Templates.

   A lock icon appears on the left, next to the check box, indicating that the template is now locked.

Unlock a Template

1. From the Maintain menu, select Templates.
2. On the Templates screen, select the template to unlock.
3. Click the Other Actions button, and then click Unlock Templates.

   The lock icon disappears.

Why can't I unlock a template?

• You cannot unlock templates or plans that use a cost model of 4.1 or prior.
• Locked templates and plans have a red lock icon which indicates that they are permanently locked and cannot be unlocked.

  Locked templates and plans have a red lock icon which indicates that they are permanently locked and cannot be unlocked.