Creating a Milestone Template at Study Level

To create a Study Milestone from a Template, follow the steps below.

1. From the left-hand navigation links click on the Studies.
2. On the Studies window, click on the name of the study to create a milestone.

   

3. On the selected studies window, navigate to the left-hand navigation links and click on the Study Details.

   

4. On the Study Details screen, click on the Settings button in the top-right of the screen.

   

5. Click on the Milestone Templates link in the Navigation menu at the left side of the screen.
6. Click on the +Add button on the on the top-left of the screen.
7. Click on Add From Sponsor option.

   

8. On the Add Milestone Template From Sponsor screen, select the milestone template.
9. Click on the Add button.

   

Additionally, to create a new template, follow the steps below.

1. Click on the Add button in the top-left of the screen and select the Create New option from the dropdown list.

   

2. Fill in the mandatory metadata to create a milestone template i.e., Level, Template Name as indicated by an asterisk (*) symbol next to the field title. Enter any additional information as necessary.
3. Click on Create once all the details are entered.

   

Note: If any of the required fields are missing, an error will appear when users click on the Create button. The error displays the fields that must be filled to create a milestone template successfully.