What is the Fillable Forms feature in SciNote?

The Fillable Forms feature in SciNote is a powerful new way to standardize, structure, and streamline how labs collect and manage critical data. Designed to replace fragmented records and unstructured spreadsheets, Forms allow teams to create audit-ready, reusable digital templates for entering key information directly into protocol steps.

By embedding data collection directly into your workflows, SciNote Forms help reduce errors, improve traceability, and ensure compliance with internal and external quality standards.

Why use Fillable Forms?

Many labs still rely on paper forms or spreadsheets to capture sample data, procedural steps, or batch details. This creates inconsistencies and makes it difficult to ensure data integrity—especially in regulated or collaborative environments.

SciNote Forms solve these challenges by enabling:

• ✅ Standardized, structured data capture across teams

• 🔐 Full audit trails and metadata tracking for every submission

• ⚠️ Input validation for numeric fields (e.g., setting acceptable value ranges)

• 📄 Digital templates that can be reused and versioned

• 🔁 Workflow integration with protocol steps and task execution

Each form submission includes a timestamp, user identity, and a complete audit trail—ensuring your records are always traceable and complete.

Who is it for?

Forms are built for teams working across the entire R&D lifecycle, from early discovery to production. They’re especially valuable in:

• QA/QC and GxP-compliant environments

• Process development teams documenting experimental conditions

• Pre-clinical and clinical research groups maintaining protocol-driven documentation

🧪 Example use cases:

• Batch records and equipment logs

• Sample tracking sheets or run sheets

• SOP-linked data entry during conjugation workflows

• Data capture during validation or QC testing

What can you build with SciNote Forms?

Forms are created using a visual form builder that supports multiple field types:

• Text – for open input

• Number – with units and validation ranges

• Single/Multiple Choice – dropdown selectors

• Date & Time – with date pickers and range support

• Action field – “Mark as completed” for procedural steps

• Inventory Items – pull in snapshot-linked inventory data

Each field supports:

• Required/optional settings

• “Mark as N/A” toggle

How are Forms used in SciNote?

Once published, a Form can be embedded into any protocol step within a Task. This ensures data collection happens at the correct step of your process.

Forms also appear in:

• Shared Tasks – view-only access

• Printed Protocols – printable version of the form layout

• Reports – form data shown as a table with current values

Each submission is automatically timestamped and added to the Activity log and Audit trail, fulfilling compliance and quality documentation needs.

Can form data be exported?

Yes! All submitted form data can be exported in .xlsx format. Exports include:

• Only submitted (not draft) entries

• Full metadata: who submitted, when, and how values were entered

This allows teams to use form data for reporting, analysis, regulatory submission, and cross-run comparisons.

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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.