Linking protocol steps to results allows you to easily associate specific protocol steps with corresponding results - and vice versa. This creates a more connected and traceable workflow within your tasks.
To learn how to add a result to a task, please refer to this article.
Linking a Result from a Protocol Step
To link an existing result to a protocol step:
- Navigate to the protocol step you want to link a result to (Protocol tab of a Task)
- Click the Link Steps to Results Icon
- In the dropdown menu under Results, select the result(s) you want to link by checking the box(es)
- Click the blue Link Results button
Once linked, a number will appear on the Link Steps to Results icon indicating how many results are connected. Click the icon to view linked results. Clicking on a result's name will take you directly to that result in the Results tab.
Linking a Protocol Step from the Results Tab
To link a protocol step while viewing a result:
- Navigate to the result you want to link (Results tab of a Task)
- Click either the Link to Step button or the Linked Steps icon
- From the Protocol Steps dropdown, check the box(es) of the step(s) you wish to associate
- Click the blue Link Steps button
Managing Existing Links
To edit existing links:
- Click the Linked Results or Linked Steps icon
- Select Manage Links at the bottom
- Add or remove links by checking or unchecking the relevant step(s) or result(s)
- Click the blue Save button to apply the changes
If a result is archived, the link between results and steps remains visible and active. You will still be able to navigate to the archived result.
To remove a linked step(s) from an archived result, you must first restore the result to 'active'. Once restored, links can be managed as usual.
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