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Create attribute template

In the CTMS library, you can define custom attributes that can be used across studies in CTMS to capture and manage various entities. These attributes—such as status, owner, priority, or custom dates—help support better tracking, organization, and reporting for various study components, including activities, milestones, and other operational elements.

To create an attribute template

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

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

    Accessing attribute template subtab
    Figure 1. Accessing attribute template subtab

  3. On the Attribute Template List page that opens, from the workspace toolbar, select New Item add_new_icon.png.

    Selecting to create new attribute template
    Figure 2. Selecting to create new attribute template

  4. On the page that opens, select Add_icon_round_plus_gray.png to start adding new template or templates as explained in the following table.

    Creating attribute templates
    Figure 3. Creating attribute templates

    Tip

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

    Element

    Details

    Name*

    Enter the name of the attribute.

    Help Text

    Select to open the editor where you can enter additional information, instructions, or clarification about the attribute template. Then select SAVE.

    You can also select Rich Text rich_text_icon.png to open the text editor where you can format the text with a variety of styling options. The rich text editor provides a wide range of formatting capabilities such as adding bulleted or numbered lists, making a text bold or italicized, and more.

    Data Type*

    Define the format of the data input. This can be Text, Numeric, Date, and DropdownList. If you select DropdownList, then an additional field appears where you can enter the list of values, separated by commas, that will populate the dropdown.

    Remove

    Select minus_circled_icon.png to remove an added attribute template entry.

    You can select Add_icon_round_plus_gray.png to add as many entries as you want to efficiently create multiple attribute templates at once.

    Activate/Inactivate

    Select activate_icon.png or inactivate_icon.png next to an added attribute template to activate or inactivate it.

    Inactivation may be required when you currently do not need some attribute templates but want to be prepared for future requirements while keeping the active list focused and manageable.

    SAVE

    Select save_button.png to add the attribute template or templates.

    Back to List

    Select back_arrow_icon.png to go back to the attribute templates after saving your changes. If you select it without saving, then no changes are saved.

Once saved, the attribute templates are created.

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