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  1. Create or import an investigation, as described in one of the following pages:
  2. If the investigation does not already have at least one study, add one, as described in Adding a Study. 

  3. In the Node panel, select the node of the study or assay in which you intend to add a process step.

    The Node panel, with a study node selected.

    The Node panel, with an assay node selected.

  4. If the Visualization panel displays the table view, click Process to display the process view. 
    The Visualization panel's process view displaying a two-step process.
  5. Examine the icons. An arrow-plus icon appears at the start and end of each process, as well as between each process step. In the location where you want to add a process step, click the arrow-plus icon. The Add process step dialog box appears. 
    The Add process step dialog box.
  6. From the Process step list, select a type of process step. Keep in mind the following points:

    • Each study process must begin with a Source.

    • Each study process must end with a Sample.

    • Each assay process must begin with a Sample.

  7. Click Add. The new icon appears in the selected location. 
    The Visualization panel's process view with a new process step icon.
  8. Specify a name for the new process step. You can do so in one of the following ways:
    • In the process view, select the new icon. A new panel appears with a text box for the selected icon. Keep the default name, or replace it with a new one. 
      The Visualization panel's process view with text box for new process step.
    • In the table view, locate the column that corresponds to the new process step. Keep the default name, or replace it with a new one. 
      The Visualization panel's table view with column for new process step.
  9. Consider saving your work, as described in one of the following pages:


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