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

Onboarding for running and signing off on a protocol

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Written by Satya Singh

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

  1. Open Labspace and select the Labspace where you want to create the protocol.

  2. Click on the 'Create New' button

  3. Select Protocol.

  4. Add a header for your protocol.

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

  6. Click on 'Create Page' to create your protocol.

Execute your Protocol

1. Embedding Labsheets

  1. Open the protocol where you want to record your work.

  2. Type '\Labsheet' and then enter the name of the Labsheet you want to add.

  3. 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.

  4. Click Done.

  5. To add new entries to your labsheet, click the small dropdown beside 0 entries on the relevant Labsheet

  6. In the selected Labsheet, click Add Item from the bottom-left panel.

  7. Select From Labsheet if you want to bring in rows from the chosen Labsheet.

  8. Or select Empty Entries if you want to create a new row manually.

2. Protocol Steps Execution

  1. Mark each step as completed as you move through the protocol.

  2. To record metadata or a deviation at the step level, click the Add Metadata icon.

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

  4. 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.

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

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

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

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

  9. Or, you can opt for AI assistance to assign the samples you have.

3. Record your Results

  1. Do '\image' and upload your result images

  2. Do '\File', and upload your result files

  3. Embed your Result Labsheet by doing '\Labsheet' and the respective Labsheet

    Note: Create your Result Labsheet beforehand

4. Opt for Inventory Automation

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

  2. Opt for the 'Inventory Automation'

  3. 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

  4. Enter the quantity under the consumption tab and follow the instructions

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

5. Embedding files from AI Lab Drive

  1. Within your protocol, you can bring files from the AI Lab Drive.

  2. Do '\AI Lab Drive' and then select your respective file.

Trigger Approval/Reviewal Process

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

  2. Opt for 'Page Signing'.

  3. You can assign a reviewer by selecting the reviewers name (or) and click on 'Send for review'.

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

  5. You can also self-review the protocol by clicking on the 'Self Approve'.

  6. Enter your name to complete the signing off process.

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

Conclusion

  1. Following this SOP ensures a seamless and organized workflow for running protocols, recording data, and managing inventory.

  2. By creating protocols from scratch or templates, embedding Labsheets, recording results, and triggering approval/review processes, you'll streamline your lab processes.

  3. The integration of AI tools for assay plate design and sample assignment, along with inventory automation, enhances efficiency.

  4. Ensuring that all steps are tracked and approved at each stage guarantees compliance and accurate record-keeping throughout the execution of your protocols.

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