Skip to main content

Export ICF tracking log template

In CTMS, you can create a library of ICF tracking log templates that can be reused throughout your studies.

The export feature is most useful when you need to extract the configured template from the system to further import it into another one or share the template with third parties who have no access to CTMS.

The most common scenario is when, for instance, a clinical research associate (CRA) creates a template in the UAT lifecycle to test, adjust, and validate it. Then the validated template can be exported from UAT and imported to PROD.

To export an ICF tracking log template
  1. In the CTMS application header, select the LIBRARY tab.

  2. On the page that opens, from the left pane, select ICF Tracking Log Template.

    Accessing ICF tracking log template subtab
    Figure 1. Accessing ICF tracking log template subtab

  3. In the ICF Tracking Log Template List table that appears, select the checkbox(es) next to the template(s) you want to export. Then from the workspace toolbar, select Export export_icon.png.

    Exporting ICF tracking log template file
    Figure 2. Exporting ICF tracking log template file

The ICF tracking log template now becomes available on your computer as .config files and can be managed offline as needed.