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1. Click the Protocols menu.

   Manage Protocols displays.

2. Click Create a New Protocol.

3. From Create Protocol, fill in the following information as needed.

   Name	Description
   Anchor Protocol Page Protocol Page 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 OR Enter File URL	Click 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

4. Click Save.

   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.

5. Once you save the protocol, Update the Edit Protocol page opens. With the appropriate security permissions you can

   1. Update Edit the protocol information.

   2. Share a sampleprotocol.

   3. Make it public.

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Anchor
EditProtocol EditProtocol

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Editing a Protocol

Update The Edit Protocol page enables you to update edit protocol information and update edit access to the protocol.

1. From Update the Edit Protocol page, fill in the following information as needed.

   Include Page
   Other options Other options

   Update SampleEdit Protocol	Description
   Anchor Protocol Update Page Protocol Update Page Protocol Type*	Include Page Protocol type Protocol type
   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 URL	Click 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

2. Click Update when Submit when you are done editing the Protocol.

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Once you submit a search for a protocol, search results show pertinent protocol information defined when creating a protocol. Include PageBack button includeBack button include

The following table lists and describes each column of the search results.

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