You can create templates and organize them using template collections to help standardize entries across sets of experiments. Establish user permissions for templates and collections to regulate their maintenance.
Create a template collection
To create a template collection:
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Click the avatar in the bottom-left corner.
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In Feature Settings, click Template Collections.
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Click + New Collection.
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In the pop-up window, enter the collection name and description, select the collection owner, and add collaborators and permissions in the Manage collaborators section.
- Click Create template collection.
Create an entry template
You can create new entry templates or copy previous versions of templates to save time and stay consistent.
Create a new entry template
To create a new entry template from within a template collection:
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Click + New Template.
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In the pop-up window, enter the template name and select the template collection it will belong to.
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[Optional] Check Fill-in only to limit the components that users can modify in their entries.
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Click Create.
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After your template is created, you can modify the metadata or the template itself.
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Click Notes in the top-left corner to add components to your template.
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Click Metadata in the top-left corner to edit the template's metadata.
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You can edit existing templates by navigating to the template collection and clicking on the entry.
Create an entry template from an existing template
To copy an existing template:
- Open the template and click the clock icon in the right-side toolbar to open to the History panel.
- Select the template version you're copying from the list.
- Click Clone from version at the bottom of the panel.
- Select the template collection to save the new template to and click Create.
Tip: Keep in mind users can modify any part of an entry created from a template. To create templates that prevent users from modifying defined procedures in an entry, consider making your template fill-in only.