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wiki:autolit:admin:settings:orgs:templates [2022/11/19 15:01] nicole_hardy_alumni.brown.edu [Types of Templates:] |
wiki:autolit:admin:settings:orgs:templates [2023/11/02 13:34] jthurnham [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' | ||
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To use an Exclusion Reason Set, go to the Configure Screening page in your nest, and select " | To use an Exclusion Reason Set, go to the Configure Screening page in your nest, and select " | ||
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- | === 2. Tagging | + | === 2. Tag Hierarchy Templates === |
- | To create a Tagging | + | To create a Tag Hierarchy Template, |
- | To use a Tagging Hierarchy Template in a nest owned by your Organization, go to the Configure Tagging Hierarchy page, and select " | + | {{ : |
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+ | Here you can build a hierarchy to template from scratch by selecting " | ||
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+ | In this case, navigate | ||
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+ | Once this is done, select the nest you'd like to template | ||
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=== 3. 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' | ||
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To use a Protocol Template, go to the [[: | To use a Protocol Template, go to the [[: |