Create Domain Activity Plan Template

To create a Domain Library Activity Template, follow the steps below.

1. On the Activity Plan Templates screen, click on +Create Template.

   

2. On the General Information screen, fill in the following details
   1. Activity Plan Name*: Enter a name for the Activity Plan
   2. Level*: Select whether the template is to be created at the Study, Country, or Site level.
   3. Classification: Select the classification criterion from the available dropdown options.
   4. Description: Enter a suitable description for the Activity plan
   5. Status: By default, the template will be in Draft status.
   6. Select Parent Plan: Switch the toggle and select a Parent Plan* from the available dropdown options.
      Note: Fields highlighted with a red asterisk (*) mark require a mandatory update.
3. Click on Create, and Next Add Activities button once all the details are added.

   

4. On the Associated Activities screen, perform the following to complete the Domain Library Activity Template creation.

   

   1. Search Library/Quick Select: Click on the search box and select the library to add it to the template. Once the library name is selected it gets added to the Associated Activities list.

      

   2. Browse Activities Library: Click on the Browse Activities Library button to get a list of all library types. Click on the required library’s checkbox to select and click on the Add (number of activities) Activities button.

      

   3. Create Activity: Click on +Create to create a new activity and enter the mandatory details into their respective fields.

      

   4. Remove Activity: Click on the checkbox of activity to remove it and click the Remove Activity button to discard it from the template.

      

5. Once all the details are entered click on the Save Activities button.