Creating a SmartForm Submission Template in Human Ethics

As an Analyst, you can customize the Cayuse SmartForm templates that users will fill out for their submission.

SmartForms have progressive logic that will enable users to skip questions that don’t apply to their study, saving valuable processing time.

There are nine types of submission templates. Learn more about different submission types here. 

An Analyst or administrator must create a template for a submission type before a user can create a submission of that type. While there can only be one published version of each submission type, you can have as many unpublished templates as you want.

Creating a New Template

1. From the menu, click More, and then click Submissions beneath Templates.
   
   
2. Click  in the top right-hand corner of the screen.
3. Type a template title, choose a template type, and enter an optional description of the template. If you have exported a submission template from another Human Ethics environment, you can import the saved template using the  button.
4. Click . 
   
   

On the Manage Submission Templates page, scroll down to your highlighted template. To begin developing your template, click Edit.

Now, you can begin to build your template.