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wiki:autolit:admin:settings:orgs:templates [2022/03/08 04:05] 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: ==== | ||
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+ | To create any type of Organizational Template, go to the [[: | ||
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+ | {{ : | ||
+ | |||
+ | To add a template, press the "Add Template" | ||
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+ | 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. | ||
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==== Types of Templates: ==== | ==== Types of Templates: ==== | ||
- | - Exclusion Reason Sets - Collections of often-used Exclusion Reasons. | + | === 1. Exclusion Reason Sets === |
- | - Tagging Hierarchies - Starter tagging hierarchies based on previously-created nests owned by the organization. | + | |
- | - Manuscripts - Pre-drafted headers, subsections, | + | |
- | === 1. Protocols === | + | Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in 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** | + | To use an Exclusion Reason Set, go to the Configure Screening |
- | === 2. Exclusion Reason Sets === | + | {{ : |
- | Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization' | + | === 2. Tag Hierarchy Templates === |
- | === 3. Tagging Hierarchy Templates | + | To create a Tag Hierarchy Template, select "Add Template" |
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+ | {{ : | ||
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+ | {{ : | ||
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+ | Here you can build a hierarchy to template from scratch by selecting " | ||
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+ | {{ : | ||
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+ | In this case, navigate to the nest containing the hierarchy you'd like to template, Settings, and assign organizational ownership: | ||
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+ | {{ : | ||
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+ | 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 can be used by any nests owned by your organization! | ||
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+ | {{ : | ||
+ | |||
+ | === 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' | ||
- | s | + | {{ : |
- | === 4. Manuscript | + | To use a Protocol Template, go to the [[: |
- | s | + | {{ : |