SUMMARY
Mapping a default template to a compliance event type is a great way to save time. But there are instances when the default template isn't the one that you want to use. For example, you may have a change that should really go through that full approval rather than the abbreviated one-step that you normally use. Now you can choose a different template to use for a specific compliance event even after a study is created.
How to change a workflow template after a study is created:
To change a workflow template, check out the study, select the Actions dropdown, and click Change Workflow Template:
Select the workflow template you would like to use and click Ok Check the study back in. Refresh the page by using the Refresh button to the right of the Check In button. Once the page refreshes, you will see the new workflow:
