Working with Folder Templates

Overview: Working with Folder Templates

You can enforce a uniform folder structure across submissions and studies by creating a folder template. You can select a folder template when you create a study or submission.
You can create any number of folder templates. You can create any number of folders within a folder template, and you can create any depth of hierarchy.
A folder template appears in the Clinical Administration tree when you expand Defaultsthen selectFolder Templates.
Note: You must have appropriate permissions to view the Clinical Administration tree. For more information, see Adding Users to the Clinical Administrators Group.

See Also

Create a Study or Submission
Create a Folder Template
View and Modify the Properties of a Folder Template or a Folder within a Folder Template
Duplicate a Folder Template
Create a Folder within a Folder Template

Access Permissions for Folder Templates

To more easily manage study structure at the department level, you can control which users can access a folder template. This eliminates the need to create a global list of templates, which might result in the selection of an inappropriate template during the creation of a study.
Note: The access permissions that you specify for a folder template are not propagated to the objects that are created from the folder template.
For more information about access permissions on the Authorization tab, see the SAS Data Integration Studio: User's Guide or the SAS Data Integration Studio online Help.

Folder Name Requirements

A folder name must meet the following requirements:
  • The maximum length is 60 characters.
  • The name must not be the same as any existing folder name in the same parent folder. The comparison check is not case sensitive.
  • The name cannot include whitespace characters.

Folder Descriptions Requirements

The maximum length of a description for a folder is 200 characters.

Create a Folder Template

To create a folder template, perform the following steps:
  1. In the Clinical Administration tree, expand Defaults.
  2. Right-click Folder Templates and select New Folder Template.
    The New Folder Template dialog box appears.
    New Folder Template dialog box
  3. Enter a name and an optional description.
    The name and the description must meet the requirements; see Folder Name Requirements and Folder Descriptions Requirements.
  4. Click OK.
  5. (Optional) Create folders within the folder template hierarchy.
    For more information, see Create a Folder within a Folder Template.

See Also

Working with Folder Templates

Create a Folder within a Folder Template

To create a folder within a folder template, perform the following steps:
  1. In the Clinical Administration tree, expand Defaultsthen selectFolder Templates.
  2. Select a folder template or a folder within a folder template, right-click, and then select New Folder.
    A new node appears under the selected item. The name is selected, ready to edit.
  3. Enter the name, and press ENTER.
    The name must meet certain requirements. (See Folder Name Requirements.)

See Also

Working with Folder Templates
View and Modify the Properties of a Folder Template or a Folder within a Folder Template

Duplicate a Folder Template

To duplicate a folder template, perform the following steps:
  1. In the Clinical Administration tree, expand Defaultsthen selectFolder Templates.
  2. Right-click a folder template, and select Duplicate.
    The Duplicate Folder Template dialog box appears.
    Duplicate Folder Template dialog box
  3. Enter a name and an optional description.
  4. Click OK.

View and Modify the Properties of a Folder Template or a Folder within a Folder Template

To view and modify the properties of a folder template or a folder within a folder template, perform the following steps:
  1. In the Clinical Administration tree, expand Defaultsthen selectFolder Templates.
  2. Right-click a folder template or a folder within a folder template and select Properties.
    The Folder Template Properties dialog box appears.
  3. Enter a name and an optional description.
    The name and the description must meet the requirements; see Folder Name Requirements and Folder Descriptions Requirements.
  4. Click OK.

See Also

Working with Folder Templates
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