Create a protocol

A protocol is a reusable, versioned laboratory procedure.

Start a controlled procedure by creating a protocol draft and supplying its core metadata.

Create the draft

1. Open Protocols and select New protocol.
2. Choose the domain and scientific action.
3. Select a species when the procedure is species-specific.
4. Enter a stable name and clear description.
5. Add intended batch-size information when it improves planning.
6. Save the draft.

Add steps and requirements

Add ordered protocol steps, timing, tools, ingredients, forms, files, and applicable compliance metadata.

Versioning

Use new version when changing an existing controlled procedure while preserving its identity and history. Use new copy when creating a separate procedure that begins from existing content.

Historical batches and samples should remain connected to the version they executed.

Review and approval

Before approval, verify:

• scientific purpose and scope;
• step order and instructions;
• units, quantities, concentrations, and inventory effects;
• timing and scheduling behavior;
• form validation;
• required evidence and files;
• workflow compatibility;
• compliance policy and signature requirements.

Approval applies to the exact version. Later edits should create or return the record to an appropriate review state.

Archive or delete

Archive superseded procedures when history must remain available. Delete only unused drafts when permitted by role, dependencies, and organization policy.