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Import tracking log template

In CTMS, you can create a library of tracking log templates that can be reused throughout your studies. A tracking log template is a form used to collect and manage study-related data for regulatory documents such as Form 1572, financial disclosure form (FDF), and others. This section concentrates on how to create such a template by importing a preconfigured file from your computer.

To import 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. On the Tracking Log Template List page that opens, from the workspace toolbar, select Import import_icon.png.

    Importing tracking log template file
    Figure 2. Importing tracking log template file

  4. On your computer, locate and select the file in the .config format that you want to import to the system as a tracking log template.

Once the file is imported, you can find it in the Tracking Log Template List table with the import detail added to the template name.

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