Create a modifiable copy of a template

Templates available in the Clinical One Report Templates are read-only. To customize a template you must first export it as a .dva file and import it in another location to create a modifiable copy and work from there.

To create and to modify a copy of a template you must have authoring access in the Data Visualizer interface. Also, before you can access a template, you must have access to the respective dataset used so you can properly view data. Both types of access are given based on roles and permissions that you must be assigned in Oracle Clinical One Platform. For more information see About your access to Oracle Clinical One Analytics.

Export the template as .dva file:

1. Go to the Clinical One Report Templates folder as described in Access templates.
2. Locate the template you want to work with and expand the options menu. To do this you can:
   • Right-click on the template.
   • Click the actions menu icon () next to the template title.

   Note:

   You must export the file from the folder view. If you try to export from the open template the .dva file option is not availabe.
3. Select Export.
4. In the Export dialog, make sure the Include Permissions option is deactivated and customize name and password settings as needed.
5. Click Save.

Import the file in a new location:

6. Go to the desired location as described in Access workbooks in your catalog.
7. From the Page Menu (), in the top menu bar, select Import Workbook/Flow.
8. In the Import Workbook/Flow dialog, add the exported .dva file:
   • Drag and drop the file into the file area.
   • Use Select file to locate it from the File Explorer.

   WARNING:

   Make sure the Import Permissions (if applicable) checkbox is not selected.
9. Click Import and when you get the completion message click Ok.

If you work from your modifiable copy, you are able to update and save any changes made. See Customize templates for additional details on how you can update a template to meet your needs.