Protocols can be saved in the protocol templates to keep track of each version. SciNote maintains the version history for each template and only the most recent published version of a protocol can be linked to a new Task.
To create a new version of a Protocol Template:
- Navigate to the Templates>Protocol on the left taskbar.
- Select the protocol you would like to edit by clicking on its name
- Click the Create new draft button.
- To save the new version, click Publish.
- To keep it as a draft, just navigate out of the protocol page.
Only those with 'Owner' or 'User' access for a Protocol Template can make edits or create new drafts, such as a changing the template name. Only 'Owner' users can publish Protocol Template drafts as a new version.
To learn how to view previous versions of a protocol template
(the version history), read this article.
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