Managing Templates and Codes

Managing Templates and Codes

Editing

1. Navigate to Templates
2. Find your template or code set
3. Click Edit
4. Make changes
5. Save

Note: Changes to templates don’t affect already-completed analyses.

Duplicating

To create a variation of an existing template:

1. Open the template
2. Click Duplicate
3. Rename the copy
4. Modify as needed
5. Save

Deleting

1. Navigate to Templates
2. Find the item to delete
3. Click Delete
4. Confirm

Warning: Deleting templates or codes doesn’t affect completed analyses, but removes the option for future use.

Team Sharing

Templates and codes are shared within your team:

• All team members can view and use templates
• Templates are not shared across teams