The Template module is where
the administrator builds the Site Visit
Report (SVR) form or template for each Site Visit Type (Closeout, Initiation, Interim, Other,
or Pre-study)
and sets the parameters for these reports. After
creating a new template and clicking ,
the following tabs appear:
Report Options - administrator adds title and instructions to report template
Templates can be copied
by clicking the
button and modified to create new templates, restricted to specific countries,
and "published" by clicking
the
button.
Clicking the
button will save the current template and create a new unpublished version
of this template. The name of the new template will be set to "Copy of" plus the name
of the current template. All of the sections, panels, and fields
will be copied from the current template to the new template. The current
template will be closed and the new template will now be displayed in
edit mode.
Clicking the
button prevents changes once it is in use. Once the template is published,
it can no longer be edited. If changes are needed,
the published version
and make changes, then
this new template. Each published template carries the current UTC date
and time as part of its name. The new template must be mapped again in
the Project tab, Project
Tables menu item, for Site Visit Report Template Maps.
Clicking the button will
open the template to provide a visual. The blank Site
Visit Report will be downloaded to the user’s browser as a PDF
document. If a project has not been selected, go to the Home
tab and select a project.
If the template has not been published, the current values of the sections, panels, and fields will be used to create the blank Site Visit Report.
If the template has been published, the values of the sections, panels, and fields at the time the template was published will be used to create the blank Site Visit Report.
For a description of the Integrated Site Visit Report process, go to the Site Visit Report Overview page.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Field |
Description |
Template |
This field is required and the user enters the name of the Site Visit Report Template in 50 characters or less. |
System Visit Type |
This field is required and the user selects from the following choices:
|
Template Date |
This field is read only and will be visible only when the template has been published. |
Comment |
The user can enter a comment with up to 200 characters. |
Country |
The user can select from the list of active Countries from the System Tables page. Entering a country(ies) will restrict the template to just that country(ies). |