11.2    Add a Trial Template

You can add trial templates, which can be used to create new trials and maintain trial standards.

You can add a trial template by:

·      Importing a trial definition XML file to the default trial database

·      Creating a copy of an existing trial database

Note: The default template is a global template that cannot be changed. This template is shipped with the product and is available to all organizations.

To add a trial template:

1.       Access the Trial Templates page. (See View Trial Templates for guidance.)

2.      Click the Add Trial Template button.

The Add Trial Template dialog displays.

3.       Do the following to complete the dialog:

·       Enter/select the applicable information.

·       For the source, select one of the following:

o      Trials – to create a copy of the existing trial database

o      XML Export File – to import a trial definition XML file to the default trial database

·       When template creation process displays as "Completed" in the dialog, click the Save button.

·       Click the Close button to exit the dialog. The new trial template displays in the Trial Templates page.