6.12.3     Copy Objects from a Trial

Copying from another similar trial saves time from manually creating objects for the trial.

You can initiate the copy process from the following pages:

·        Protocol (Sites, Patients, Visits, Forms, Groups, and Items)

·        CodeList

·        Script Functions

·        Stop Words

·        Unique Numbering

·        Unit Families

·        Template Edits

·        Templates (File Export, Export, and Import)

·        SQL User Defined Functions

To copy objects from a trial:

1.       From the applicable page, click the Copy From Trial button.

Note: It is not necessary to select any check boxes in the object page. If any check boxes are selected, they are ignored.

2.      Select the Protocol Plane from the drop-down list of the Select Protocol Plane dialog.

3.       Select the applicable trial in the Copy From Trial dialog.

4.      In the Copy Trial Objects dialog, do the following:

·         Select the Source Object Type and click the Select button.

·         In Available Source Objects table (top):

o         Select the check boxes of the applicable source objects. (Click the check box in the top row of the table to select all objects.)

o         Refer to the following to select/de-select objects. The selected objects are populated in the Selected Source Objects table (bottom) table.

·         In the Selected Source Objects table (bottom), select the check boxes of the applicable source objects. (The example above shows that all objects are selected.)

·         Click the Copy Objects button. The Status icon indicates that copy function is currently processing. (The copy process may take a while.)

5.       When the Copy Trial Suggestion dialog displays, do the following:

·         If applicable, click the Copy Suggestions icon to edit an object's mapping. Make your changes in the Edit Mapping dialog and click the Save button.

·         Click the Copy button. The Status icon indicates that copy function is currently processing. When the copy is complete, the Copy Trial Object dialog displays.

·         Click the X Close button in each dialog to return to the main page.