Protocol detail and editor
A protocol defines one versioned laboratory procedure and the steps required to perform it.
Metadata
The protocol identifies its name, description, domain, scientific action, optional species, intended batch size, version, status, review information, and related files.
Versioning
A protocol name and version identify a controlled revision. Create a new version for changes to an approved or executed procedure. Create a new copy for a separate procedure that only uses the existing protocol as a starting point.
Steps
Each step can contain:
- title and instructions;
- order and timing;
- ingredients and tools;
- species, plasmids, or other supported resources;
- structured forms;
- inventory defaults or overrides;
- files and evidence requirements;
- compliance metadata.
Related workflows
The protocol page shows workflows that use the version. Review these dependencies before archiving or replacing a protocol.
Review and approval
Verify scientific content, order, units, timing, forms, inventory effects, required evidence, and workflow compatibility. Approval applies to the exact version and may require an electronic signature.
Execution history
Batches and samples create execution records from selected protocol versions. Historical runs should remain connected to the original version even after a newer version is approved.
Archive and delete
Archive superseded versions when history must remain visible. Delete only unused drafts when dependencies and role permissions allow it.