Create a batch

A batch starts a controlled execution of a workflow for grouped laboratory work.

Create a batch from the approved workflow and verify scheduling and sample context before execution.

Prerequisites

Before creating a production batch, confirm that the selected workflow and protocol versions are reviewed, required catalog items exist, inventory configuration is complete, and the intended schedule is realistic.

Create the batch

1. Open Batches and select New batch.
2. Choose the operational domain.
3. Select the target species or other required biological context.
4. Select the workflow version.
5. Enter the planned quantity or sample count.
6. Review the suggested name and replace it with a meaningful identifier when needed.
7. Add notes that belong to the whole run.
8. Select the planned start date and time.
9. Save the batch.

What FlaskTrack creates

The batch receives a schedule and execution records derived from the selected workflow. Protocol offsets determine expected protocol start times. Associated samples can be added or generated according to the workflow and batch process.

Review before execution

Open the new batch and verify:

• workflow and protocol versions;
• species and domain;
• planned quantity;
• schedule and timezone;
• required materials and tools;
• procurement readiness;
• applicable compliance controls;
• assigned users and notes.

Correct mistakes

Correct editable planning metadata before execution begins. If the wrong controlled workflow version was selected and execution records have already been created, follow organizational cancellation or replacement procedure rather than attempting to disguise the change.

Continue with batch execution or the batch detail guide.