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7 Library Management

The Library within Velos eResearch is a central repository for saved templates of Calendars, Events, Forms and Fields. The Library is therefore a powerful tool that provides permissioned users the ability to reuse standard items that are deployed across studies. It is important to note that when a library element, such as a calendar, event, form or field is used, the system creates a separate copy of that item, leaving the original template intact, regardless of any changes made to the applied copy. This section of the Velos eResearch user guide addresses the creation and management of the four types of Libraries available within Velos eResearch:
 
Library
Description
Events
Events are specific, billable or actionable items that are used to build/define Calendars. See Charge Masters for more information.
Calendars
This library is used to create calendar templates and store them. A template is added to a study and modified per the study’s schedule of events and budget template.
Fields
This library is used to house fields commonly used in forms. By creating and storing fields in the field library, it allows users to select fields to build a form.
Forms
This library is used to create form templates and store them. Form templates can be associated to an account, study, study patient, or patient level. After a template has been associated, it can be modified, if needed.
 
       See Calendar Management to learn how to work with events and calendars
       See Forms Management to learn how to work with fields and forms
 
 
 Note:   It is highly recommended that one or more users are assigned to manage the eResearch library to ensure consistency and accuracy of the library elements.
 Note:   Charge Masters may be provided to WCG Velos for populating the library with existing library items. A default / blank charge master will be available if one is not provided.