Manage Attribute Templates

Manage Attribute Templates

Overview

You can save tests, test sections, questions, and attributes into the Templates library, and use them to make your test creation process more efficient than if you were to create them from blank tests. In this workflow we will focus on saving attributes as templates and using them to update future tests. Question types that contain attributes are:
  1. Category
  2. Line scale
  3. LMS
  4. Temporal category
  5. Temporal line scale
  6. Time intensity
  7. Numeric
  8. 2-AFC

Visit related workflows for saving entire tests and other test components as templates.

The ability to save attributes as templates is available to analysts based on their individual analyst permissions level and analyst group membership. All users that do not have "Read only" access can save templates, but only users with administrator access can save templates for others to use.



Save an Attribute as a Template

To ensure quality of the template attributes it is not possible to save multiple attributes as templates; they have to be saved one attribute at a time.
This workflow is applicable to the administrator users.
Default "Read/write/delete" analyst permissions allow you to save templates for yourself only. If you try to follow the steps outlined in this workflow and you do not see some of the options, that means that you likely do not have high enough level of permissions.
Please contact Compusense Support to grant you necessary permissions. We will need approval from the subscription holder for your organization to grant you higher permissions.

To save an attribute as a template:
  1. Open the test that contains the attribute you wish to save as template. Click the Build tab.

  2. Locate the attribute you wish to save as template.
    1. If the page or question containing the attribute is collapsed, click the three yellow vertical dots and click Save as template.


    2. If the page or question containing the attribute is expanded, click anywhere in the white space of the attribute and click Save as template.


  3. In the Save as template screen, you have the following options:

    1. Save for me only. The default is No. This means that the template will be saved for all analysts in the group or groups you specify. If you wish to save the attribute as a template only for yourself, toggle this option to Yes.

    2. Template name. By default the attribute name that you are trying to save as a template will populate in this box. Update as needed to make the template easily searchable.

    3. Overwrite existing template with the same name. By default this checkbox is unchecked, which means that any existing templates with the exact same name that you are specifying will not be replaced. In other words, should a template or templates already exist with the exact same name, you will have two or more templates with the same name if you keep the checkbox unchecked.

      If you would like to replace all existing templates that have the same name as your new template, place a checkmark in the checkbox. Use this only when you are very certain that other templates can be safely replaced.

    4. Share this template with the following analyst groups. If you have access to one group, you can specify how this attribute should be available to the other analysts in your group.

      If you have access to more than one group, you can specify at individual group level how you want to make the attribute template available to them.
      1. Unavailable. If you have access to one group only and you select this option, the template will save for you only. Other analysts will not be able to see or use it.

        If you have access to multiple groups and you do not wish to make this attribute available to the group you are currently deciding about, select this option.

      2. Available. Select this option if you wish to make the attribute available to other analysts in the group you are currently deciding about. They will be able to use it as per the steps outlined below.

      3. Pin to "Create a new Attribute". Please ignore this option as it is doing exactly the same thing as the Available option does.

    5. Click Save template to save it according to the selections you made, or click Cancel to return to the Build tab without saving the template.


Add to a Test an Attribute from a Template

  1. In your test, in the Build tab, locate the question where you wish to add an attribute template to.
    1. If the question is collapsed, click the three blue vertical dots and click Add attribute template.


    2. If the question is expanded, click anywhere in the white space of the question an click Add attribute template.


  2. Use the search capability, and/or filters, and/or Column picker to find your attribute template. You will be able to see only the attributes that are compatible with the question type you are trying to add an attribute to. For example, if you are trying to add an attribute to a Line scale question, only Line scale attribute templates will be listed, if any.

    Select the attribute template and click Add selected template to add it to the question.

  3. On the Build tab, specify the attribute name (panelists will not see this name, but it will be useful to you for reporting purposes). Go to the Attribute options to update any aspects of the attribute found in there that require updating.

  4. Update instructions if necessary and move the attribute to a different position if necessary.

  5. Update the rest of the test as necessary to meet your testing needs.

  6. Preview, run the test, and run analysis.