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Welcome to FlaskTrack

FlaskTrack has already prepared your organization with example data, starter workflows, compliance templates, and common laboratory resources so you can begin exploring the platform immediately.

This guide covers the recommended setup process for new organizations.

Step 1: Review Draft Content

Your organization has been bootstrapped with example:

These records are intended as starting points and should be reviewed before being used in production.

Anything that is not relevant to your organization can be deleted.

Review Drafts

Navigate to Review Drafts to review all entities awaiting approval.

New protocols, workflows, materials, and AI-assisted data entry will appear here until they are:

All review actions are tracked through the audit system for historical accountability.

Step 2: Configure AI (Optional)

FlaskTrack can integrate with cloud or local AI providers, including:

AI integrations enable:

You may also upload internal documents and notes to a private knowledge base to provide additional organizational context to AI features.

AI Workflow Imports

Workflow Imports can generate:

from uploaded research papers and documentation.

All imported content is:

AI-generated content should always be reviewed for accuracy before use.

Step 3: Review Compliance Documentation

FlaskTrack includes starter compliance policies and documentation templates.

These templates should be updated with:

Example metadata:

Document Owner: Your Organization
Policy ID: AGRO-001
Version: 1.0
Effective Date: YYYY-MM-DD
Last Review Date: YYYY-MM-DD
Approved By: Name / Role

Files and Documentation

The Organization Files area provides centralized document management.

Files are grouped by associated entity type or stored as organizational documents.

You can:

Step 4: Create Notes

Notes provide a lightweight way to store operational knowledge.

Features include:

Notes can be referenced throughout operational and compliance workflows.

Step 5: Create Your First Batch

Batches are the primary operational unit in FlaskTrack.

Domain

Select the operational domain that best represents your work.

Domains help organize workflows, reporting, and species catalogs.

Target Species

Select the species associated with the batch.

Species selection filters available workflows and protocols.

Workflow

Choose the workflows that will drive execution of the batch.

Workflows selection determines:

Planned Quantity

The planned sample count for the batch.

This value is used to derive:

Smaller, focused batches generally provide cleaner reporting and easier operational tracking.

Batch Name

A suggested batch name will be generated automatically.

You may edit the name at any time.

Notes

Add operational notes that should remain associated with the batch throughout its lifecycle.

Scheduled For

The planned start date of the batch.

Scheduling drives:

Executing a Batch

Once a batch has been created, FlaskTrack generates:

Initially, samples exist as placeholders until they are promoted.

Promote Samples

Promoting samples creates active sample records.

Each sample receives:

Batch-level completion is recommended whenever individual sample data collection is not required.

Protocol Progress

The Protocol Progress section provides:

Complete Protocol Steps

Completing a protocol step records:

Protocols may be configured to:

Custom forms automatically create reportable data structures for analytics and reporting.

Execution History

Completed steps collapse automatically for easier navigation.

They can be expanded at any time to review:

Events and Compliance Tracking

Events provide structured documentation for operational and compliance activities.

Supported event types include:

Events can be attached to:

All event data is searchable, reportable, and exportable.

Batch Summary Report

Every batch includes a read-only summary reportcontaining:

Additional system-wide reports are available from the ReportCatalog.

Quality and Compliance

The Compliance section provides centralized access to:

All records support filtering, exporting, and historical analysis.

Next Steps

Once familiar with the platform, consider:

Invite Team Members

Team plans support multiple users with role-based permissions.

Invite users from the Organization section and assign appropriate roles for their responsibilities.

Compliance Configuration

FlaskTrack includes a configurable regulatory policy engine.

Policies can be used to:

Organizations should review these policies before production use.

Compliance Frameworks and Checklists

Starter frameworks and checklists are included for convenience.

Review and customize them to reflect your organization's actual compliance requirements.

Frameworks can be linked to entities through regulatory tags and mappings.

Custom Reporting

The ReportBuilder provides:

Reports may be private or shared across the organization.

Audit Log

The Audit Log provides a complete, immutable history of system activity.

You can quickly identify:

This serves as both an operational history and an audit-support tool.

API Access

API Keys can be managed from the Organization page.

The API supports automation, integrations, and external reporting systems.

Documentation is available