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--- wiki:autolit:admin:settings:orgs:templates [2022/05/23 17:21]
kevinkallmes
+++ wiki:autolit:admin:settings:orgs:templates [2023/11/02 13:34]
jthurnham [Types of Templates:]
@@ Line 13: / Line 13: @@
 ==== How to add or edit Templates: ====
-To create any type of Organizational Template, go to the [[:wiki:autolit:admin:settings:orgs#navigate_to_manage_account|Organization Management page]], and select the appropriate header under your Organization's name (either Exclusion, Hierarchy, or Protocol):
+To create any type of Organizational Template, go to the [[:wiki:autolit:admin:settings:orgs#navigate_to_manage_account|Organization Management page]], and select the appropriate header under your Organization's name (either Exclusion, Tagging, or Protocol):
-{{:wiki:autolit:admin:settings:orgs:screenshot_2022-05-23_121946.png|}}
+{{  :wiki:autolit:admin:settings:orgs:img18.png?nolink&  }}
-To add a template, press the "Add" button and type in a new Template Name, and then confirm by clicking "Add".
+To add a template, press the "Add Template" button and type in a new Template Name, and then confirm by clicking "Add".
 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: ====
-=== 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 that can be imported into any of your Organization's nests. For instance, a biomedical network meta-analysis protocol template could present headings and sample text describing search strategy, inclusion criteria, populations, interventions/comparators, and outcomes (PICO) of interest, and statistical methods.
+Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization's nests. This means that you can replicate, in part or in whole, the same lists of Exclusion Reasons across nests. Any list you pre-populate as an Exclusion Reason Set will be available for adding to any nest owned by your Organization.
-To use a Protocol Template, go to the [[:wiki:autolit:admin:protocol|Nest Protocol]] page and select "Import Template." Choose a protocol template from the list.
+{{ :wiki:autolit:admin:settings:orgs:exc.png?nolink |}}
-=== 2. Exclusion Reason Sets ===
+To use an Exclusion Reason Set, go to the Configure Screening page in your nest, and select "Import Set." Choose a set, and click "Import Selected." This will populate all exclusion reasons in the set to your nest. If an exactly matching exclusion reason has been populated previously, no duplicate will be created, but be careful of near-matching exclusion reasons so you do not inadvertently create duplicates!
-Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization's nests. This means that you can replicate, in part or in whole, the same lists of Exclusion Reasons across nests. Any list you pre-populate as an Exclusion Reason Set will be available for adding to any nest owned by your Organization.
+{{  :wiki:autolit:admin:settings:orgs:img19.png?nolink&  }}
+=== 2. Tag Hierarchy Templates ===
+To create a Tag Hierarchy Template, select "Add Template" and input a name and description (optional):
+{{ :undefined:screenshot_2023-11-02_at_13.25.54.png?nolink |}}
+{{ :undefined:screenshot_2023-11-02_at_13.27.09.png?nolink |}}
+Here you can build a hierarchy to template from scratch by selecting "Create New Tag" or import a hierarchy from an existing nest. If your organization has not been assigned ownership of any nests, you will see the following:
+{{ :undefined:screenshot_2023-11-02_at_13.30.04.png?nolink |}}
+In this case, navigate to the nest containing the hierarchy you'd like to template, Settings, and assign organizational ownership:
+{{ :undefined:screenshot_2023-11-02_at_13.06.28.png?nolink |}}
+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!
+{{ :undefined:screenshot_2023-11-02_at_13.33.33.png?nolink |}}
+=== 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 nests. For instance, a biomedical network meta-analysis protocol template could present headings and sample text describing search strategy, inclusion criteria, populations, interventions/comparators, and outcomes (PICO) of interest, and statistical methods.
+{{ :wiki:autolit:admin:settings:orgs:pro.png?nolink |}}
-To use an Exclusion Reason Set, go to the Configure Exclusion Reasons page in your nest, and select "Import Set." Choose a set, and click "Import Selected." This will populate all exclusion reasons in the set to your nest. If an exactly matching exclusion reason has been populated previously, no duplicate will be created, but be careful of near-matching exclusion reasons so you do not inadvertently create duplicates! {{:wiki:autolit:admin:settings:orgs:add_exclusion_sets.png?600}}
+To use a Protocol Template, go to the [[:wiki:autolit:admin:protocol|]] page and select "Templates" from the options under the three vertical dots in the upper right hand corner. Choose a protocol template from the list.
-=== 3. Tagging Hierarchy Templates ===
+{{  :wiki:autolit:admin:settings:orgs:img20.png?nolink&  }}
-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's title). You can also view a list of the hierarchies used in your Organization's nests, and pre-populate the whole hierarchy, or any node and its descendants, into your Template.
-To use a Tagging Hierarchy Template in a nest owned by your Organization, go to the Configure Tagging Hierarchy page, and select "Import Template." Choose a template and pick to import either the whole Template or any node and its descendants.

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