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Add protocols to a workflow

A workflow becomes executable after reviewed protocol versions are added in the intended order.

Add a protocol

  1. Open the draft workflow version.
  2. Select Add protocol.
  3. Choose the required protocol version.
  4. Enter the scheduled offset from workflow start.
  5. Save the relationship.
  6. Repeat for each protocol in the process.

Order and offsets

Protocol order communicates the process sequence. The scheduled offset controls when a protocol is expected to begin relative to the batch or sample workflow start.

An offset of 0 starts immediately. Later offsets should account for incubation, growth, transport, review, or other planned delay.

Review the schedule

Use workflow preview or a test execution to confirm:

  • protocol order;
  • selected versions;
  • offsets and timezone behavior;
  • gaps and overlaps;
  • resource conflicts;
  • expected completion window;
  • alerts generated by the schedule.

Replace or remove a protocol

Changing protocol composition affects only the workflow version being edited. Create a new workflow version when changing a controlled or previously executed process.

Do not remove historical relationships from a version used by existing batches or samples.