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Edit attribute template

In the CTMS library, you can modify an existing attribute template to ensure compliance with updated study requirements. An attribute template incorporates custom attributes—such as status, owner, priority, or custom dates—that can be used across studies in CTMS to capture and manage various study components, including activities, milestones, and other operational elements.

To edit the 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 Activity Template List page that opens, locate the needed attribute template, and next to it, from the Action(s) column, select Edit Edit_icon_gray.png.

    Selecting to edit attribute template
    Figure 2. Selecting to edit attribute template

  4. In the dialog that opens, update the attribute template details as explained in the following table.

    Editing attribute template
    Figure 3. Editing attribute template

    Element

    Details

    Name*

    Displays 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*

    Displays the format of the data input. This can be Text, Numeric, Date, and DropdownList.

    If the data type is DropdownList, then an additional field appears where you can update the list of values, separated by commas, that will populate the dropdown list.

    SAVE

    Select save_button.png to implement your changes.

    CANCEL

    Select cancel_button_white_blue.png to dismiss your changes without saving.

Once saved, the attribute template is updated.