Using templates is a great way to save time and ensure consistency within your sampling program. They are easy to create and can store as little or as much information as you like.
When to use Templates:
Any time information is being reused across submissions, templates can save you time by reducing data entry. Having access to a generic template that includes your profile details and a few of your favorite tests can make everyday submissions faster. The process is flexible, so templates don’t have to be perfect. Any information that’s stored in the template can be updated at the time of submission.
Templates are ideal for monitoring programs or re-occurring submissions when you need to ensure consistent execution throughout the program. Capturing all of the information in the template transforms it from a time saving tool into the work instructions for your team. This creates sampling/testing consistency, eliminates transcription errors, keeps data clean and greatly reduces data entry time.
For more information, see the following articles on eCOC Templates:
- "How To Create An eCOC Template" - step by step instructions on how to begin.
- "How To Cerate An eCOC Template from an Order" - describes the option of creating a template from a supply order.
- "Pinning eCOC Templates" - instructions on how to pin your templates and describes how the templates are organized.
- "Locked and Unlocked eCOC Templates" - provides instructions on locking or unlocking your templates.
- "eCOC Templates - the Inline Menu" - provides the definitions of the inline menu options.