Signals Synergy: Select a Synergy Experiment Template for a Work Order Template from Synergy Configuration

Kathryn Hayes

For Administrators only.

Prior to this task:

✔ Synergy Experiment template must be created.

Supporting Knowledge

Leaving the Work Order template automatically saves changes.
Requiring a specific Synergy Experiment template ensures the CRO uses only the specified template.
Allowing a CRO user to choose the template means they can select any template to complete the work order, provided it has been shared with them.

1️⃣ Signals Synergy Configuration ➡ select [Work Orders]
2️⃣ Work Order Settings pane ➡ select Templates
3️⃣ Work Order Templates section ➡ select Work Order template to edit
4️⃣ Work Order Template ➡ select Require Synergy Experiment Draft OR Allow CRO to choose from shared Templates
5️⃣Work Order Template ➡ type Synergy Experiment Template to Select

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