How to Add Inventory Items to a Protocol Template in SciNote

How to Add Items to a Protocol Template

Go to the Protocol Templates section in SciNote
Open or create a new Protocol Template
Click the new Items tab
Use the Assign Items button to select inventory items
Save the template

What Happens When You Use the Template in a Task?

When a user loads the Protocol Template into a Task:

The protocol steps and results are added as usual
The assigned inventory items are automatically populated into the Assigned Items section of the Task
Users can still add or modify assigned items within the Task, if needed

Tip: After loading a Protocol Template in a Task, double-check key item details such as lot numbers, expiration dates, stock levels, and other critical metadata. When the template is used, it will assign the exact items that were originally added to the template.

If an item is later expired, depleted, or no longer valid, you’ll need to either:

Update the template with a valid replacement item, or
Manually update the Assigned Items after loading the template into a Task

Keeping your assigned inventory items up to date helps prevent errors during task execution and supports compliance across your workflows.

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