You can save protocols that you create in a task to your protocol template repository.
To save your protocol:
- Navigate to the desired task card.
- Click Protocol actions on the right side of the protocol.
- Click 'Save as a new template' in the drop-down and a pop-out will appear.
- Keep the protocol name or give it a new name by clicking on the name a typing a new name.
- Choose whether you would like to grant access to this template to all your team members
- If you do not grant access, only you can view the template
- If you do grant access, you can select the level of access your team members have
- Once you are finished, click the blue save button
- If you would like to link this template to a task, you will need to navigate to the template repository and publish this protocol before it can be linked to a task
Your protocol is now saved in the protocol templates to be uploaded easily for future use. To upload a protocol from the templates to a task, follow this article.
If you have any additional questions, please, do not hesitate to contact us at support@scinote.net. For more information about the Premium plans, please request a quote.