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Import/Export monitor template

In CTMS, you can import a monitor template to the application or export a template from the application to your machine. You may need to import a template if you have a monitor template that either perfectly or to some extent matches the study protocol requirements or the business needs so you simply want to import your template to the CTMS application and then modify it as required.

Similarly, for another study, you may be required to use a monitor template that you have already created for your existing study in the CTMS application. In such a scenario, you can export an existing monitor template to your machine and then import it into the required study.

To import or export 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. On the page that opens, perform any of the following actions, as required.

    1. From the workspace toolbar of the Monitor Template List table, select Import import_icon.png, and from your machine, select the required monitor template in the CONFIG file format to import.

    2. Select the required monitor template, and from the workspace toolbar of the Monitor Template List table, select Export export_icon.png.

      Exporting monitor template
      Figure 2. Exporting monitor template

Based on your action, the result may vary:

  • The monitor template is imported to the CTMS application and appears in the Monitor Template List table with the Draft phase until you submit the monitor template, and an Inactive status until you submit it, and then change the status if required.

  • The monitor template is exported from the CTMS application to your machine.

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.