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. 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	This library is used to create events, which are specific, billable or actionable items that are used to build/define calendars, and then are stored as templates. See Charge Masters for more information.
Calendars	This library is used to create calendars, which are a time-defined set of events that can be applied to various functions within Velos eResearch, and then are stored as templates.
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, and other levels depending on your configuration. 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:

1. 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.

2. 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.

3. In order to maintain consistency and control of library templates, it is highly recommended to define the processes for user responsibility regarding library management.

4. 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.