Create a workflow
A workflow is a reusable, versioned sequence of protocols that defines a larger laboratory process.
Create the draft
- Open Workflows and select New workflow.
- Enter a stable name and description.
- Select the domain.
- Select a species when the workflow is specific to one biological context.
- Save the draft.
Add protocols
Add reviewed protocol versions in order and configure their scheduled offsets. See Add protocols to a workflow.
Versioning and cloning
- New version preserves workflow identity while creating a controlled revision.
- New copy creates a separate workflow beginning from existing content.
Existing batch and sample executions should retain the workflow version they started with.
AI-assisted import
When enabled, AI can propose a draft workflow and related catalog or protocol records from a prompt or document. Generated content must remain reviewable until an authorized person verifies scientific accuracy, units, timing, materials, hazards, and compliance controls.
Approval checklist
- Every protocol version is correct and approved for use.
- Order and offsets match the intended process.
- Species and domain are compatible.
- Inventory and procurement requirements are understood.
- Expected duration and alerts are reasonable.
- Review and compliance requirements are configured.
- A representative test execution has been completed.