Creating a Study Milestone from a Template

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.

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

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

    Figure: Select Settings on the Study Details 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.

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

Figure: Add Milestone Template From Sponsor

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.

    Figure: Create a New Template
  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.

Figure: Save the new template

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