or edit a record, click 
to
open the Template
module where templates can be copied and modified to create new templates,
restricted to specific countries, and "published" to prevent
changes once it is in use.In this module, the administrator can add or edit a form or template for each System Visit Type (Pre-study, Initiation, Interim, Closeout, Other).
To add a template, select the System
Visit Type and click
or edit a record, click to
open the Template
module where templates can be copied and modified to create new templates,
restricted to specific countries, and "published" to prevent
changes once it is in use.
To find a template, users must first select the System Visit Type.
Records can be filtered on Active,
Inactive, or All
records and searched with a word or string in the record. To remove all
search options, click the 
button..
Each project must map the template for each system visit type in the Site Visit Report Template Map module, which is under the Project tab > Project Tables menu item and then Site Visit Report Template Maps.
Columns can be sorted in ascending or descending order by clicking the column heading.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Sample Site Visit Report (annotated)
Field |
Description |
Template |
After a selection is made in the Site Visit Type field, this column will display the name of the form. |
Published |
A check in the box indicates that the template is available for use and no changes can be made to the template. To modify the template, copy the template, make changes, save, and publish. The new template must be mapped again in the Project Tables module for Site Visit Template Maps. |
Template Date |
The date and time of the template creation is displayed. |
Comment |
This column displays any comments concerning the template. |