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When you click the Protocols menu, the Manage Protocol page appears with the following options.
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To create a new protocol
Click the Protocols menu.
The Manage Protocols page displays.
Click Create a New Protocol.
From the Create Protocol page, fill in the following information as needed.
Name Description Protocol Type*
Include Page Protocol type Protocol type Include Page Other options Other options Protocol Name*
Enter or select from the drop-down list the protocol name (required).
Protocol Abbreviation
Enter a shortened phrase used in place of the protocol name.
Protocol Version
Enter or select from the drop-down list the protocol version number.
Upload
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Enter File URLClick Browse to navigate to the protocol to be associated with the protocol, or enter the URL where the protocol is located.
File Title
Enter the title of the protocol file.
Description
Enter any additional description information that the form does not include.
Access to the Protocol For more information about sharing, see Sharing a Protocol with a User or Group or Making the Protocol Public.
Include Page Adding access include Adding access include Click Save.
Info title My Workspace After saving, the protocol is listed on the My Workspace page where you can manage all of your submitted saved protocols, and view any protocols that a user has shared with you.
Once you save the protocol, the Update Protocol page opens. With the appropriate security permissions you can
Update the protocol information.
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The Update Protocol page enables you to update protocol information and update access to the protocol.
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Once data is made Public, you can update the data, but it will be retracted from Public, and you will need to resubmit it to the curator again for review. |
From the Update Protocol page, fill in the following information as needed.
Update Sample Description Protocol Type*
Include Page Protocol type Protocol type Include Page Other options Other options Protocol Name*
Enter or select from the drop-down list the protocol name (required).
Protocol Abbreviation
Enter a shortened phrase used in place of the protocol name.
Protocol Version
Enter or select from the drop-down list the protocol version number.
Upload
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Enter File URLClick Browse to navigate to the protocol to be associated with the protocol, or enter the URL where the protocol is located.
File Title The title of the protocol file. Description Enter any additional description information that the form does not include.
Access to the Protocol For more information, see Sharing a Protocol with a User or Group or Making the Protocol Public.
Include Page Adding access include Adding access include Click Update when you are done editing the Protocol.
- If you want to submit it to a curator to make it public, see Making a Protocol Public.
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To launch a search for a specific protocol
Click the Protocols menu.
The Manage Protocols page displays.Click Search Existing Protocols.
Include Page Search Criteria Blank include Search Criteria Blank include From the Protocol Search page, fill in the following search criteria as needed.
Name Description Protocol Type
Include Page Protocol type Protocol type Include Page Other options Other options Protocol Name
Enter a partial or complete name of the protocol. Select Contains (for partial text) or Equals (for an exact search) from the dropdown list.
Protocol Abbreviation
Enter a partial or complete name of an abbreviation assigned to the protocol.
Protocol File Title
Enter the name of the protocol file title.
Click Search.
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| Sample Search Results Columns | Description | ||||||||||||
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| Action | Click View in the first column to display the protocol in a PDF file.
Click + Add to Favorites to add a bookmark for the protocol on your My Favorites tab. Added to Favorites appears in the column when the protocol is successfully added. | ||||||||||||
Protocol Type |
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Protocol Name | Enter or select from the drop-down list the protocol name. | ||||||||||||
Protocol Version | Enter or select from the drop-down list the protocol version number. | ||||||||||||
Protocol Abbreviation | Enter a shortened phrase used in place of the protocol name. | ||||||||||||
Protocol File | The Title and Description of the protocol are listed. Click View to download the protocol file. The column is empty when there is no protocol file associated with the Protocol. | ||||||||||||
| Created Date | Indicates the date on which the protocol was added. |
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- Perform a search.
- On the search results page, click Edit in the Actions column.
- From the Update Protocol page, click Delete in the lower-left corner of the window.
- Confirm the deletion.
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- Perform a search.
- On the search results page, click + Add to Favorites in the Actions column.
The Added to Favorites message appears in the results row. - Click the My Favorites menu, and the bookmarked protocol is listed under My Protocols.
