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wiki:autolit:admin:settings:orgs:templates [2022/05/23 17:23] kevinkallmes |
wiki:autolit:admin:settings:orgs:templates [2023/11/02 13:34] jthurnham [Types of Templates:] |
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To create any type of Organizational Template, go to the [[: | To create any type of Organizational Template, go to the [[: | ||
- | {{: | + | {{ : |
To add a template, press the "Add Template" | 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. | 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: ==== | ||
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Exclusion Reason Sets are groups of commonly-used Exclusion Reasons that can be bulk-configured in your Organization' | 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. Tagging Hierarchy Templates === | + | To use an Exclusion Reason Set, go to the Configure Screening page in your nest, and select " |
- | 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 | + | === 2. Tag Hierarchy Templates === |
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+ | To create | ||
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+ | {{ : | ||
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+ | {{ : | ||
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+ | Here you can build a hierarchy to template from scratch | ||
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+ | {{ : | ||
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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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+ | {{ : | ||
=== 3. Protocols === | === 3. Protocols === | ||
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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 use a Protocol Template, go to the [[: | + | {{ : |
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+ | To use a Protocol Template, go to the [[: | ||
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+ | {{ : | ||
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