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Page History
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Click the Protocols menu.
Manage Protocols displays.
Click Create a New Protocol.
From Create Protocol, fill in the following information as needed.
Name Description
Protocol Type*Anchor Protocol Page Protocol Page 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
OR
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 Submit.
Info title My Workspace After saving, the protocol is listed on My Workspace where you can manage all of your saved protocols, and view any protocols that a user has shared with you.
Once you save submit the protocol, the Edit Protocol page opens. With the appropriate security permissions you can
Edit the protocol information.
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| Protocol Search Results Columns | Description | ||||||
|---|---|---|---|---|---|---|---|
| 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 |
| ||||||
Protocol Name | Enter or select from the drop-down list the protocol name. | ||||||
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. | 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. |
Additional Protocol Tasks
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