Permissions: Users must have the Template Configure privilege to create and manage templates.

When conducting and overseeing studies, similarities often exist in how study attributes are defined. To streamline setup, elluminate supports templates that establish a common set of details for studies and imports. While individual template details may vary, the process for creating and using templates remains consistent.

The typical workflow involves creating a new study or import definition and saving it as a template. Templates can then be reused for future configurations. Not all object details are required when creating a template. The primary purpose of a template is to provide standardized baseline information, allowing remaining details to be customized when creating a new study or import definition from the template.

Templates do not display in the list of studies or imports.

Create a New Study Template

The Create Study window is used to create study template.

1. Click the 9-dot icon to open the Platform Menu.
2. Click the Studies tab to open the Studies home page.
3. Click the + Add Study button. The Add New Study window opens.
   
4. Enter all required fields and any optional details to include in the template across the Configuration, Standards, Dictionaries, Settings, and ETL tabs.
5. Click Save as Template. The Save Template window opens.
6. Enter the Template Name.
   
7. Click Save.

Create a Study from a Template

1. Click the 9-dot icon to open the Platform Menu.
2. Click the Studies tab to open the Studies home page.
3. Click the Templates icon and select Add From Template. The Select Template window opens.
   
4. Select the template to use.
   
5. Click Select. The Add Study window opens with template details populated.

6. Enter required fields and update additional fields in the Configuration, Standards, Dictionaries, Settings, and ETL tabs as needed.

7. Click Save.

Edit a Study Template and Apply Updates to Configured Studies

After a template is created, updates can be applied to study configurations that use the template.

1. Click the 9-dot icon to open the Platform Menu.
2. Click the Studies tab to open the Studies home page.
3. Click the Templates icon and select Templates. The Templates window opens.
4. Click the Edit icon next to the template.
   
5. Make changes in the study template window.
6. Click Save. The Overwrite Template confirmation window opens. Click OK to confirm, or Cancel to cancel.
7.  If studies use the template, the Template Dependencies window opens.

   • To save template changes without updating existing studies, click Save without selecting any studies.

   • To apply template changes to existing studies, select the checkbox next to each study and click Save. Applying updates is optional and can be done later.
     

8. To apply updates later, return to the Templates list, click the Apply to Configurations (checkmark) icon next to the template, select the studies to update, and click Save.
9. Click Close to exit the Templates window.

Delete a Study Template

Deleting a template does not affect studies created from that template.

1. Click the 9-dot icon to open the Platform Menu.
2. Click the Studies tab to open the Studies home page.
3. Click the Templates icon and select Templates. The Templates window opens.
4. Click the Delete icon next to the template. 
5. In the Delete Template confirmation window, click OK to confirm, or Cancel to cancel.
6. Click Close to exit the Templates window.