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Compare versions of protocol deviation template

In CTMS, you can create new versions of a protocol deviation template to introduce the necessary changes. If needed, you can export different versions of the template as the XLSX file to compare the introduced changes.

To compare versions of a protocol deviation template
  1. In the CTMS application header, select the LIBRARY tab.

  2. From the left pane, select the Protocol Deviation Template subtab.

    Selecting Protocol Deviation Template subtab
    Figure 1. Selecting Protocol Deviation Template subtab

  3. In the Protocol Deviation Template list that opens, locate the template for which you want to compare historical versions. Then next to the template, select More more_icon.png > Version Comparison version_comparison_icon.png.

    Accessing version comparison for PD template
    Figure 2. Accessing version comparison for PD template

  4. In the Version Comparison dialog that appears, select the version that you want to compare. Then select export_button_white_red.png.

    Selecting PD template version to compare
    Figure 3. Selecting PD template version to compare

  5. In the downloads widget that appears, view your download progress. Select the widget to open the My Downloads dialog.

    Downloads widget for protocol deviation template
    Figure 4. Downloads widget for protocol deviation template

  6. In the My Downloads dialog that opens, you can find the following tabs:

    • Preparing: lists all the files whose export is in progress, and they are not yet ready for download. Wait until the needed file moves to the Download is Ready tab.

    • Download is Ready: lists the files whose export is complete, and they can be downloaded to your computer by selecting download_icon.png.

    Downloading extracted version comparison for PD template
    Figure 5. Downloading extracted version comparison for PD template

Once exported, the XLSX file with version comparison details becomes available on your computer. The file contains several sheets, such as general information, summary of change, details of item change, and details of codelist change.

Example of exported PD template versions to compare
Figure 6. Example of exported PD template versions to compare

Tip

The extracted file version is saved in the system and can be accessed from Export History export_history_icon.png.

Accessing PD template export history
Figure 7. Accessing PD template export history