Cloning a procedure allows you to duplicate an existing procedure, saving time and ensuring consistency in protocol design. Follow these steps to clone a procedure:
1. Navigate to the Procedures List
- Open the "Procedures" tab from the project/trial dashboard.
- You will see a list of all the procedures associated with the selected project/trial.
2. Select the Procedure to Clone
- Locate the procedure you want to clone from the list.
- Click on the three dots menu (ellipsis) next to the procedure name.
3. Choose the Clone Option
- From the dropdown menu, select the "Clone" option.
- A new procedure form will appear, pre-filled with the data from the original procedure.
4. Edit the Cloned Procedure
- Update the Procedure Name field (required) to distinguish it from the original procedure.
- Make any necessary changes to other fields, such as:
- Performer
- Blinding (default)
- Validation
- Tags
- Required procedures
- Ensure all required fields (marked with an asterisk) are completed.
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