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Create new version of monitor template

When a monitor template is assigned to a monitoring visit in CTMS, then you cannot edit it, modify data of simple, log, or grid forms, or inactivate the template. Therefore, if for some reason you wish to change the data in the template that is assigned to a monitoring visit, then you can create a new version of the template instead and modify it as required. However, note that the changes you perform to the new version do not affect the previous versions of the template that are already assigned to a monitoring visit in the STUDY MANAGEMENT tab of CTMS.

After you create a new version, then you can go to the STUDY MANAGEMENT tab, and assign the latest version of the monitor template to the needed monitoring visit. All the versions of a monitoring visit remain active and you can assign any of the versions of the same template to the required monitoring visit.

To create a new version of a monitor template

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

  2. From the left pane of the page that opens, select Monitor Template.

    Accessing monitor template subtab
    Figure 1. Accessing monitor template subtab

  3. From the Monitor Template List table, locate the template for which you want to create a new version, and next to it, from the Actions column, select New Version copy_icon.png.

    Important

    This option is only available if the template is in use in the CTMS application.

    Selecting to create new version of monitor template
    Figure 2. Selecting to create new version of monitor template

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

    Creating new version of monitor template
    Figure 3. Creating new version of monitor template

    Tip

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

    Element

    Details

    Need Approve

    Turn the toggle on if you want designated personnel to review and approve the new version of the monitor template before you can start using it for a monitoring visit in the STUDY MANAGEMENT tab of CTMS.

    Approve By*

    If you have turned the Need Approve toggle on, then in this dropdown, select the person(s) to whom you want to assign the new version of the monitor template for review and approval.

    Description

    Represents a brief description of the purpose of creating the new version of the monitor template.

    SAVE

    Select save_button.png to save your changes.

    CANCEL

    Select cancel_button_white_blue.png to discard your changes and return to the Monitor Template page.

The latest version of the template is created and it appears in the Monitor Template List table. You can modify data of simple, log, or grid forms, as required, and submit it to start using it in the STUDY MANAGEMENT tab.

In this section:

A monitor template is created for recording the details of a monitoring visit, such as information about the subject's enrollment and retention, source data verification, protocol deviations discovered at the site, and so on. Since the monitoring visit data may vary, to accurately and efficiently capture and record the information, you can create the following types of forms in a monitor template: simple, log, and grid.

The simple and log forms are straightforward and incorporate questions and answers for the reviewer to provide details of their monitoring visit. Grid forms are two-dimensional forms comprising rows and columns that can be used to answer multiple questions for different fields of the same question.