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wiki:autolit:admin:settings:orgs:templates [2022/03/15 17:36] katcow |
wiki:autolit:admin:settings:orgs:templates [2023/11/02 13:34] jthurnham [Types of Templates:] |
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<WRAP center round important 80%>\\ | <WRAP center round important 80%>\\ | ||
- | Organizational Templates will ONLY be available in nests ' | + | Organizational Templates will ONLY be available in nests ' |
</ | </ | ||
==== How to add or edit Templates: ==== | ==== How to add or edit Templates: ==== | ||
- | To create any type of Organizational Template, go to the [[wiki: | + | To create any type of Organizational Template, go to the [[:wiki: |
- | To add a template, press the "+" button | + | {{ : |
+ | |||
+ | To add a template, press the "Add Template" button | ||
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. | 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: ==== | ||
- | === 1. Protocols | + | === 1. Exclusion Reason Sets === |
- | Protocol templates can be drafted in a free-text page, where you create the headings, text sections, and/or tables | + | Exclusion Reason Sets are groups of commonly-used Exclusion Reasons |
- | To use a Protocol Template, go to the [[: | + | {{ : |
- | === 2. Exclusion Reason | + | To use an Exclusion Reason |
- | Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization' | + | {{ : |
- | To use an Exclusion Reason Set, go to the Configure Exclusion Reasons page in your nest, and select " | + | === 2. Tag Hierarchy Templates === |
- | === 3. Tagging | + | To create a Tag Hierarchy |
- | To create a Tagging Hierarchy Template, build a new hierarchy in the Configuration panel that opens when you add a Template (or click an existing Template' | + | {{ : |
- | To use a Tagging Hierarchy Template in a nest owned by your Organization, go to the Configure Tagging Hierarchy page, and select " | + | {{ : |
+ | |||
+ | Here you can build a hierarchy to template from scratch by selecting " | ||
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+ | {{ : | ||
+ | |||
+ | In this case, navigate | ||
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+ | {{ : | ||
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+ | Once this is done, select the nest you'd like to template | ||
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+ | {{ : | ||
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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' | ||
- | === 4. Manuscript Templates === | + | {{ : |
- | Manuscript Templates can be drafted in a free-text page, where you create | + | To use a Protocol Template, go to the [[: |
- | To use a Manuscript Template in a nest owned by your Organization, | + | {{ : |