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 access and versioning.
Template Types
Carelane supports three template types:| Type | FHIR Resource | Purpose |
|---|---|---|
| Questionnaire | Questionnaire | Data collection forms (CRFs) |
| Workflow | PlanDefinition | Site operational tasks |
| Pathway | PlanDefinition | Participant activity schedules |
Template Lifecycle
Template Library
The template library is organized by:Organization Templates
Templates created within your organization:- Private to your organization
- Full edit access for organization members
- Can be made public to share
Public Templates
Templates shared for public use:- Available to all Carelane users
- Read-only (import to customize)
- Governed by template publishers
Template Visibility
| Visibility | Who Can See | Who Can Edit |
|---|---|---|
| Private | Organization members | Authors |
| Public | All users | Original authors only |
Working with Templates
Creating Templates
Using Templates in Studies
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.