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wiki:autolit:admin:settings:orgs:templates [2022/03/08 03:42] kevinkallmes |
wiki:autolit:admin:settings:orgs:templates [2023/11/02 13:34] jthurnham [Types of Templates:] |
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Templates are created by Organizational Owners and/or Admins. They are managed and edited from your [[: | Templates are created by Organizational Owners and/or Admins. They are managed and edited from your [[: | ||
- | <WRAP center round important | + | <WRAP center round important |
- | Organizational Templates will ONLY be available in nests ' | + | Organizational Templates will ONLY be available in nests ' |
- | </ | + | </ |
+ | |||
+ | ==== How to add or edit Templates: ==== | ||
+ | |||
+ | To create any type of Organizational Template, go to the [[: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | To add a template, press the "Add Template" | ||
+ | |||
+ | To edit a template, click on the title of the template in the list. To edit the title of the template, select the pencil icon in the column to the right of the Template titles. | ||
+ | |||
==== Types of Templates: ==== | ==== Types of Templates: ==== | ||
- | - Exclusion Reason Sets - Collections | + | === 1. Exclusion Reason Sets === |
- | - Tagging Hierarchies | + | |
- | - Manuscripts | + | Exclusion Reason Sets are groups |
+ | |||
+ | {{ : | ||
+ | |||
+ | To use an Exclusion Reason Set, go to the Configure Screening page in your nest, and select " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | === 2. Tag Hierarchy Templates === | ||
+ | |||
+ | To create a Tag Hierarchy Template, select "Add Template" | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Here you can build a hierarchy to template from scratch by selecting " | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | In this case, navigate to the nest containing the hierarchy you'd like to template, Settings, and assign | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Once this is done, select the nest you'd like to template from and import either the entire hierarchy or a selected section. Now this template | ||
+ | |||
+ | {{ : | ||
- | === 1. Protocols === | + | === 3. Protocols === |
Protocol templates can be drafted in a free-text page, where you create the headings, text sections, and/or tables that can be imported into any of your Organization' | Protocol templates can be drafted in a free-text page, where you create the headings, text sections, and/or tables that can be imported into any of your Organization' | ||
- | To **draft** | + | {{ : |
- | === 2. Exclusion Reason Sets === | + | To use a Protocol Template, go to the [[: |
- | Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization' | + | {{ : |