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Create new version of tracking log template

A new version of the tracking log template can be created to introduce the necessary changes to the template details and structure. This is required to maintain the template change history tied to a certain version, and to ensure that the respective tracking log settings can be upgraded to the needed version once ready.

The system logic is that once you add a tracking log setting using a tracking log template, this template can no longer be edited or its configurations changed. To introduce any amendments, you need to create a new version, implement the changes to this version, and then upgrade the respective tracking log settings to follow the latest version.

To create a new version of a tracking log template

  1. In the CTMS application header, select the LIBRARY tab.

  2. On the page that opens, from the left pane, select Tracking Log Template.

    Accessing tracking log template list
    Figure 1. Accessing tracking log template list

  3. From the Tracking Log Template List table, locate the template for which you need to create a new version. Then next to it, in the Action(s) column, select New Version copy_icon.png.

    Selecting to create new version
    Figure 2. Selecting to create new version

    Important

    This option is only available if the template is already used by at least one study in the CTMS application.

  4. In the New Version dialog that appears, add the details as explained in the following table.

    Creating new tracking log template version
    Figure 3. Creating new tracking log template version

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Details

    Need Approve

    Configure as follows:

    • Turn the toggle on if you want designated personnel to review and approve the new version of the tracking log template before you can start using it for a study.

    • Turn the toggle off if the new version of the tracking log template does not require approval and can be used in studies right upon creation.

    Approve By*

    If you have turned the Need Approve toggle on, then in this dropdown list, select the user role to whom you want to assign the new version of the protocol deviation template for review and approval.

    Description

    Enter a brief description of the purpose of creating the new version of the tracking log template.

    SAVE

    Select save_button.png to save your changes.

    CANCEL

    Select cancel_button_white_blue.png to discard your changes.

Upon saving, the latest version of the template is created and it appears in the Tracking Log Template List table. You can modify the template configurations as required, and submit the template to start using it in the tracking log settings.

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