Stature – Functional Admin – Managing Templates

Version 4.6
Access to Template Management

 Administration of Templates is via Studio / Types / Template

Template Toolbar

 Template Toolbars

Toolbar without Template selected

Toolbar with Template selected

Checkbox
selection
Template Toolbar

 Template Toolbars

Import Template View Groups

Import Multiple Set Meanings

Hide / Unhide Mark Fields Searchable

Deactivate or Activate Number Fields Uniquely

Update Template Library Settings

Export Template Specify Default Lifecycle

Delete Template Associate Icons

View Hierarchy Remove Icons

Rename Template

Change Revision Seq.

Importing Templates

 Importing Templates
 Provides the capability to introduce new templates from STS.

Method
 Choose Import Template icon
 Fill-in Template import options
 Study Group to Use
 File to Upload
 Template Name
 Study Name
 Revision Seq
Hide / Unhide

 Hide / Unhide Templates

 Provides the capability to display templates within embedded workflow components only.
 Prevents the template’s studies from being edited outside of the workflow context.

Method
 Select Template from list
 Choose Hide / Unhide icon
 Confirm selection

 Note: Type changed to “Hidden”

De-activating Templates

 Provides the ability to De-activate a Template

 De-activation hides the template from future use.
 Existing studies remain active. Other functions are disabled (refer p55, SRM User Guide).
 De-activation may be necessary if Delete option not possible.

Method
 Select Template.
 Choose Deactivate icon.
 Select OK to confirm Selection.

 Note: Active changed to “No”

Activating Templates

 Provides the ability to Activate a Template

 Activation restores the template from de-activated state.

Method
 Select Template.
 Choose Activate icon.
 Select OK to confirm Selection.

 Note: Active restored to “Yes”

Updating Templates

 Updating Templates
 Provides the capability to update Template with new content.
 Limitations exist on the impact of template changes on existing studies
 Stature may not allow existing revision to be update

Method
 Select Template Name.
 Choose Update Template icon.
 Browse for STT file.
 Select Submit to confirm.
Export Template

 Exporting Templates
 Provides the capability to export Template to STT file.
 Exported template can be opened in Stature Template Studio (STS) application.

Method
 Select Template Name.
 Choose Export Template icon.
 Choose Save: Select Location to Download file.
Deleting Templates

 Deleting Templates
 Provides the capability to Delete Templates
 Limitations exist if studies already instantiated from Template

Method
 Select Template Name.
 Choose Delete Selected Template icon.
 Select OK to confirm.
Viewing Template Hierarchy

 Viewing Template Hierarchy

 Provides the capability to view the template hierarchy from
within Stature

Method
 Select Template Name.
 Choose View Template Hierarchy icon.
Renaming Templates

 Provides the ability to rename existing Templates

Method
 Select Template Name.
 Choose Renaming Selected Template icon.
 Select Submit to confirm.
Changing Revision Sequence

 Provides the ability to revise the revision format

 Options include:
 N/A
 Alphanumeric
 Numerical

Method
 Select Template Name.
 Choose Change Revision Naming Sequence icon.
 Select Submit to confirm.

 Note: “Study Revision Naming Sequence”

changes value.
View Groups

 Provides the capability to define a View Group to a specific Template.

 View Groups partition the study into sections by filtering the worksheets accessible
to specific users.
 View Groups are assigned to individual users as security settings.

Method
 Select Template Name
 Choose Specify/Change View Groups icon
 Choose View Group from drop-down list
 Select worksheets within Study
 Select Save icon.
Set Meanings

 Set Meanings aligns the Hierarchy items with the workflow

inputs.

Method
 Select Template Name.
 Choose Set Meanings icon.
 Choose Item from Hierarchy.
 Choose Meaning from List.
 Select Submit to confirm.
 Repeat until all Meanings assigned to Hierarchy items.
Mark Fields Searchable

 Provides the capability to search study content from Global Search tool.

Method
 Select Template Name.
 Choose Mark Fields Searchable icon.
 Select Hierarchy item from List.
 Select Save to confirm.
Number Fields Uniquely

 Provides the capability to create a unique number for List

items across common Templates.

Method
 Select Template Name.
 Choose Number Fields Uniquely icon.
 Select Hierarchy item from List.
 Select Save icon to confirm.
Specify Default Lifecycle

 Provides the capability to associate a Life Cycle to a specific Template.

Method
 Select Template Name.
 Choose Specify Default Life Cycle icon.
 Select Life Cycle from drop-down list.
 Select Submit icon to confirm.

 Note: Default Life Cycle column

changes value
Associate Icons

 Provides the capability to associate an icon to a specific Template

Method
 Select Template Name.
 Choose Associate Icons icon.
 Browse for Icon images.
 Select Submit to confirm.

 Note: Icon changes to new image

Remove Icons

 Provides the capability to remove an icon previously associated to a specific

Template

Method
 Select Template Name
 Choose Remove Icons icon.