Structured data capture

Protocol-step forms capture consistent data during execution so observations can be reviewed, reported, and compared.

Structured capture associates user-entered data with the correct laboratory context.

Choose a form type

• No form when the step requires only completion and optional notes.
• System form for a supported standard data structure.
• Custom form for organization-specific fields and validation.

Design a custom form

For each field, define:

• clear label and help text;
• data type;
• required or optional status;
• unit when applicable;
• accepted values, range, or pattern;
• default value only when scientifically appropriate.

Avoid collecting the same value in several fields or using free text when a controlled value is required.

Validate before approval

Test valid, invalid, missing, boundary, and unexpected inputs. Confirm that required fields prevent completion and that units appear correctly.

Execution records

Submitted form values become part of the protocol-step execution record. Correct errors through supported amendment or repeat-execution procedures rather than overwriting historical values without explanation.

Reporting

Structured fields can support built-in reports, custom SQL, exports, and trend analysis. Preserve field names and meaning across versions when longitudinal comparisons are required.