About Templates & Object Reuse


When designing a study in EDC Studio, you can use templates or existing Study definition objects.

Copying Items, Codelists & Units

You can easily create copies of definitions for Items, Codelists, and Units for use in the same Study. For example, you may want to collect the same data, with the same restrictions applied, for an Item on multiple Forms, but you would like to change the Label and Help Content for one of the Forms. You can create a copy of that Item from the Properties panel.

To create a copy of an Item, Codelist, or Unit:

  1. In Studio, navigate to the object record that you want to copy.
  2. Open its Properties panel.
  3. Click Copy.
  4. Enter a new Name for your object definition, or append additional text to the existing name. For Vault to copy the object definition, this value must be unique.
  5. Click OK. Vault creates the new object definition record.

Once you have copied the Item, Codelist, or Unit, you can edit and use it in your studies.

Copy from Another Study

You can create Event Groups, Events, and Forms in your study by copying them from another study.

Copying Event Groups

You can copy an event group (Event Group Definition) from one Study to another Study in your vault. When you copy an event group, Vault also copies that event group’s properties and, optionally, its rules.

For example, Tracey, a clinical programmer at Verteo Pharma, designed the Veeofen study last month. This month, she is designing the Wonderdrug study. The Treatment Visits event group from Veeofen is identical to what she needs for the Wonderdrug study. Tracey can copy that Treatment Visits event group from Veeofen into Wonderdrug, instead of manually creating it a second time.

To copy an event group:

  1. Navigate to Studio > Event Groups.
  2. Click Copy From Study.
  3. Select Create a copy or Use existing to handle duplicates. See details below.
  4. Optional: Select the Rules checkbox to also copy any Rule Definitions associated with the event.
  5. Select a Study.
  6. Search or scroll to locate the Event Definition you want to copy.
  7. Select the **Event **you want to copy.
  8. Optional: Select the Select all checkbox to select all Events for copying.
  9. Click Copy Events. Vault begins copying the Event Definition into your Study.
  10. Optional: In the Copy from Study dialog:
    • Click View Summary to see a list of the copied forms and the status of the copy.
    • Click View Log to see detailed status information for each object record copied.
  11. When finished, click Close.

Copying Events

You can copy an event (Event Definition) from one Study to another Study in your vault. When you copy a form, Vault also copies that event’s properties and, optionally, its rules.

For example, Tracey, a clinical programmer at Verteo Pharma, designed the Veeofen study last month. This month, she is designing the Wonderdrug study. The Ongoing Treatment Visit from Veeofen is identical to what she needs for the Wonderdrug study. Tracey can copy that Ongoing Treatment Visit event from Veeofen into Wonderdrug, instead of manually creating it a second time.

To copy an event:

  1. Navigate to Studio > Events.
  2. Click Copy From Study.
  3. Select Create a copy or Use existing to handle duplicates. See details below.
  4. Optional: Select the Rules checkbox to also copy any Rule Definitions associated with the event.
  5. Select a Study.
  6. Search or scroll to locate the Event Definition you want to copy.
  7. Select the Event you want to copy.
  8. Optional: Select the Select all checkbox to select all Events for copying.
  9. Click Copy Events. Vault begins copying the Event Definition into your Study.
  10. Optional: In the Copy from Study dialog:
    • Click View Summary to see a list of the copied forms and the status of the copy.
    • Click View Log to see detailed status information for each object record copied.
  11. When finished, click Close.

Copying Forms

You can copy a form (Form Definition) from one Study to another Study in your vault. When you copy a form, Vault also copies that form’s properties, its Item Groups, its Items, its Codelists and Units, and optionally its rules.

For example, Lateef, a clinical programmer at Bryce Pharma, designed the Deetoza study last month. This month, he is designing the Veeofen study. The Physical Exam form from Deetoza is identical to what he needs for the Veeofen study. He can copy that Physical Exam form, and all of its related records, from Deetoza into Veeofen, instead of manually creating those object records a second time.

To copy a form:

  1. Navigate to Studio > Forms in Browse view.
  2. Click Copy from Study.
  3. Select Create a copy or Use existing to handle duplicates. See details below.
  4. Optional: Select the Rules checkbox to also copy any Rule Definitions associated with the form.
  5. Select a Study.
  6. Search or scroll to locate the Form Definition you want to copy.
  7. Select the Form you want to copy.
  8. Click Copy Forms. Vault begins copying the Form Definition into your Study.
  9. Optional: In the Copy from Study dialog:
    • Click View Summary to see a list of the copied forms and the status of the copy.
    • Click View Log to see detailed status information for each object record copied.
  10. When finished, click Close.

Duplicate Handling

If you attempt to copy Form or Event from another Study that already exists in your Study, you can choose how Vault handles the conflict. Vault identifies duplicates by the CDM Key value. For both of these options, Vault creates a new object record if there are no duplicates.

Create a Copy

If you choose Create a copy, Vault copies the existing definition record into a new Form, Event, or Event Group and adds the new record to your study.

Use Existing & Update with Changes

If you choose Use existing, Vault uses the existing definition record and logs the reuse.

If you selected Update with Changes, Vault uses the existing definition record, but it also applies any changes from the matching record in the other study. These changes are included in the log.

Log

You can choose to download a CSV log for your copy job from within the Copy from Study dialog. Note that once you close that dialog, you can no longer access the log file.

The log file lists each object that was copied, whether or not the copy was successful, and details about any errors that occurred during the copy.

Versioning

When you copy a form, Vault sets the form, and its related object records, to the same version as the Study you’re copying it into.


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