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
Embedding files from AI Lab Drive
Within your protocol, you can bring files from the AI Lab Drive.
Do '\AI Lab Drive' and then select your respective file.
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'
You can assign a reviewer by selecting the reviewers name (or) and click on 'Send for review'.
You can also self-review the protocol by clicking on the 'Self Approve'.
Enter your name to complete the signing off process.
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
Conclusion
Following this SOP ensures a seamless and organized workflow for running protocols, recording data, and managing inventory.
By creating protocols from scratch or templates, maintaining parent-child relationships for samples, recording results, and triggering approval/review processes, you'll streamline your lab processes.
The integration of AI tools for assay plate design and sample assignment, along with inventory automation, enhances efficiency.
Ensuring that all steps are tracked and approved at each stage guarantees compliance and accurate record-keeping throughout the execution of your protocols.








