Overview
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
Record your results
Consume inventory
Trigger approval/reviewal process
Creating a Protocol
Open Labspace and select the Labspace where you want to create the protocol.
Click on the 'Create New' button
Select Protocol.
Add a header for your protocol.
You can also select a template by clicking on the 'Add Template' option.
Click on 'Create Page' to create your protocol.
Execute your Protocol
1. Embedding Labsheets
Open the protocol where you want to record your work.
Type '\Labsheet' and then enter the name of the Labsheet you want to add.
Choose how you want to embed it:
Full Labsheet β adds the master view
Specific View β select a saved view to show only relevant data
To learn how to embed a specific view, refer to Embedding Specific Labsheet Views Within Labspace Pages.
Click Done.
To add new entries to your labsheet, click the small dropdown beside 0 entries on the relevant Labsheet
In the selected Labsheet, click Add Item from the bottom-left panel.
Select From Labsheet if you want to bring in rows from the chosen Labsheet.
Or select Empty Entries if you want to create a new row manually.
2. Protocol Steps Execution
Mark each step as completed as you move through the protocol.
To record metadata or a deviation at the step level, click the Add Metadata icon.
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 also open the Activity Log by clicking the three-dot menu in the top-right corner of the protocol page and selecting Activity.
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.
3. 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
4. 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
5. 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'.
Enter your MFA code; for setup steps, Using Multi-Factor Authentication for Protocol and Experiment Sign-Off
You can assign a reviewer by selecting the reviewers name (or) and click on 'Send for review'.
Once invited, he/she will receive the notification and will be able to sign off this page
You can also self-review the protocol by clicking on the 'Self Approve'.
Enter your name to complete the signing off process.
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, embedding Labsheets, 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.












