New SciNote User Guide – start here first!

Are you a new user to the ELN or looking to refresh your knowledge on which steps you can take to become a SciNote super user? Complete the listed items below to make the most of your account.

New User Checklist:

Read through our team's hand-picked recommendations below for the steps you should take to successfully set up your account and data and take advantage of the wide range of features SciNote offers. 

Complete all these steps, referencing the linked Knowledge Base articles, to ensure you're set up comprehensively!

Step 01 – Configure your Personal Account Settings

• Set your notifications 
  • We recommend turning on at least all the 'In-app' notifications to start
• Set your time zone and date format 
• Upload a profile picture 
• Set up 2FA (2-factor authentication)
• Update your user account email and password (if needed)
  • e.g., if your company/account name changes and has a new email domain
• Download SciNote Edit

Step 02 – Set up Your (First) Team Workspace

• Create a team
• Adding users to a team
• Create project folders 
• Turn on task sharing for your Team
• Access the team's specific audit trail

Step 03 – Set up SciNote as an Org Admin

• Invite users
• Set up a secondary organization administrator 
• Set up your organization settings 
  • SSO
  • Password Expiration 
  • Protocol Parser (import protocols from .docx)
• Replace the SciNote logo with your company logo

Step 04 – Manage your Users (Roles/Permissions) & Teams

• Lock inactive user accounts 
• Manage your team roles 
• Review the permissions table 

Step 05 – Create Your First Protocol Template

• Create a protocol from scratch
• Save a protocol template from a Task
• Import a protocol
• Export your first protocol

Step 06 – Create Your First Inventory

• Create an inventory
• Create custom inventory columns
  • Set up a stock management column
    • Create custom units for your stock column
  • Turn on the item relationships column
• Add an inventory item
• Import inventory items 
• Export, edit, and reimport your inventory items
  • Export an Item's Stock Consumption Report 
• Create a storage location and assign an item to a box location

Step 07 – Set your PET Structure & Create Your First Project

• Get familiar with the SciNote structure
• Create a project
• Add members to your project and set their permissions
  • Review how to manage permissions at all project levels
• Create an experiment 
• Create a task and task workflow
• Assign a task to a user
• Add a result to the results tab
  • Drag and drop a file into this result
• Add new protocol step and content
• Complete steps and change task status
• How to use SciNote's compliant e-signatures
  • How to request a task e-signature
  • How to revoke a task e-signature

Step 08 – Create Your First Report

• Create a report for your first project

Step 09 – Test SciNote's Key Features

• Link a Protocol Template to a Task
• Manage protocol steps
  • Rearranging, duplicating, and deleting protocol steps
• Try @ Commenting and Smart Annotations (#)
• Assign an Inventory Item to a Task Page
  • Consume stock from a Task Protocol Tab
  • Consume an item's stock from a Task Protocol Tab

• Duplicate an Experiment, a Workflow, and an individual Task
• Add tags to tasks 
• Use the Global Search Bar
• Visit the add-ons page and test SciNote Edit
• Access the global activities page
• Learn how to archive your data
  • Archive a Project, Experiment, or Task
  • Archive an Inventory or Item
  • Archive a Protocol Template

Step 10 – Review SciNote's Supplementary Learning Resources

• Learning Courses
• Youtube Video Tutorials
• Search the whole Knowledge Base

If you have any additional questions, please do not hesitate to contact us at support@scinote.net. For more info about our Premium plans, request a quote.