Template Overview
Questionnaire Templates
Create reusable data collection forms.
Workflow Templates
Design task sequences for site operations.
Pathway Templates
Build participant journey schedules.
Governance
Manage template versioning and quality.
Template Types
Carelane supports three template types:Template Lifecycle
1
Create
Design the template in the template library.
2
Test
Validate the template before using it.
3
Import
Import into studies where needed.
4
Customize
Optionally customize for study-specific needs.
Template Library
The template library holds the templates created within your organization:- Private to your organization
- Visible to all organization members
- Full edit access for organization members with write permissions
Working with Templates
Creating Templates
1
Navigate to Templates
Go to Organization > Templates.
2
Create New
Click “Create Template” and select type.
3
Design
Build the template using the appropriate editor.
4
Save
Save the template to your library.
Using Templates in Studies
1
Open Study Design
Navigate to Study Design in your study.
2
Import Template
Click “Import from Template” and select the template.
3
Customize
Modify the imported template for study-specific needs.
4
Save
Save the customized version to your study.
Version Control
Templates support versioning:- Track changes over time
- Version notes for documentation
- Previous versions accessible
When you import a template into a study, you create a copy. Changes to the original template don’t automatically update studies.
Best Practices
Design for Reuse
Design for Reuse
Build templates with reusability in mind. Avoid study-specific details that limit reuse.
Use Clear Names
Use Clear Names
Name templates clearly so they’re easy to find and understand.
Document Purpose
Document Purpose
Include descriptions explaining what the template is for.
Version Thoughtfully
Version Thoughtfully
Create new versions for significant changes; document what changed.