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Onboarding SOP #2 - Run and sign off on a protocol

Onboarding for running and signing off on a protocol

S
Written by Satya Singh
Updated over 3 months ago

This is an overview of how to run a protocol and record nested information during execution. By following this SOP, you will be able to:

  • Create your protocol from scratch or from a template

  • Record your samples (cells, reagents, proteins, plasmids etc.)

  • Create an aliquot of your samples and maintain that parent-child relation

  • Record your results

  • Consume inventory

  • Trigger approval/reviewal process

Creating a Protocol:

  • Go to Labspace

  • Click on the 'Create New' button

  • Select Protocol

  • Add a header and opt for creation

  • You can also select a template by clicking on the 'Add Template' option

Execute your Protocol:

  • Within your protocol, bring your Labsheets

  • Do '\Labsheet' and then your respective Labsheet name

  • Hit the 'Done' button

  • Record your inventory details.

  • Click on the small drop-down option beside 0 entries on each Labsheet (Cell Line Manager/ Materials Manager/ Plasmid Inventory/ Protein Inventory)

  • Click on 'Add Item' from the bottom left panel of the selected Labsheet (Cell Line Manager/ Materials Manager/ Plasmid Inventory/ Protein Inventory)

  • Select 'From Labsheet' to enter rows from the selected Labsheet (Cell Line Manager/ Materials Manager/ Plasmid Inventory/ Protein Inventory)

  • Or opt for empty entries to create your own row, which will also eventually enrich your respective master database

  • Mark your steps as completed as you move on, and record metadata/deviation at the step level.

  • Any updates, changes to your pages will be tracked on the activity log, which you can access by clicking on "Saved _ seconds ago"

  • You can design an assay plate using our AI Plate agent by just typing \Plato

  • Enter your requirements for your assay plate, and it will embed a visualization of your plate within your protocol page

  • You can add labels to your plate by clicking on 'Add Labels' and defining the positions for your controls.

  • To add samples, you can click on "Add Samples" and select your samples from the respective Labsheet

  • Or, you can opt for AI assistance to assign the samples you have started with

Record your Results:

  • Do '\image' and upload your result images

  • Do '\File', and upload your result files

  • Embed your Result Labsheet by doing '\Labsheet' and the respective Labsheet

    Note: Create your Result Labsheet beforehand

Opt for Inventory Automation:

  • Click on the three dots at the top right corner of your page

  • Opt for the 'Inventory Automation'

  • This allows you to consume the Inventory that you have used in this protocol

    Note: Make sure you have embedded your Inventory Labsheet and respective rows

  • Enter the quantity under the consumption tab and follow the instructions

  • This will deduct the quantity from Master database and will update the Quantity Left/Consumed columns respectively

Trigger Approval/Reviewal Process

  • Once you have completed execution within your protocol, click on the three dots at the top right corner of the page

  • Opt for 'Page Signing'

  • Invite your Reviewer

  • Once invited, he/she will receive the notification and will be able to sign off this page

    NOTE: Once signed, the page will be locked. No more editing will be allowed

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