Creating quick add templates

Create quick add templates by defining the information for the visit.

1. From the LDMS menu bar, click Specimen Management > Quick Add Templates.
2. Complete the Template Information section.
   The Name is the name of your template as it will appear when selecting it when using the quick add feature. The Comments is a brief description of the template that will appear when the template is selected, and can be used to provide the person entering data if additional information or instructions, such as a reminder to remove an optional specimen if it was not collected.
3. In the Participant Information section, select a Project.
4. Optional: In the Enrollment Information section, select an ID2 to be applied.
5. Optional: In the Visit Information section, select an ID3 to be applied.
   Important: Either an ID2 or ID3 must be applied in order for the template to be created. Alternatively, both an ID2 and ID3 can be applied. These cannot be edited once the template has been triggered.
6. Optional: Add a primary specimen.
   1. In the Primary Information section, click Add New.
   2. In the row that appeared, enter the information for the primary specimen to be created.
   3. Optional: To view and modify all of the information for the primary, click Edit in the right column.
7. Optional: Add an aliquot specimen.
   1. Highlight the primary specimen for the aliquot.
   2. In the Aliquot Information section, click Add New.
   3. In the row that appeared, enter the information for the aliquot specimen to be created.
8. At the bottom of the page, click Save Template.