Partial locking for protocols is a powerful feature that gives workspace owners control over which actions are allowed when a protocol is locked. This functionality is designed to enhance process consistency, ensure compliance, and streamline quality assurance (QA) and quality control (QC) workflows.
Benefits of Partial Locking
Increase Consistency
Locking protocols ensures that your team follows standardised procedures every time, reducing the risk of errors and discrepancies.Control Over Process Execution
By deciding what actions are allowed when a protocol is locked, you maintain control over critical steps in your workflows while still enabling flexibility where needed.Compliance
Partial locking supports compliance with regulatory standards by safeguarding key elements of your processes and protocols, ensuring they remain unaltered during execution.QA/QC Applications
Use partial locking to ensure that QA/QC steps are consistently applied without deviations, improving the reliability of your results and data integrity.
Setting Up Partial Locking
Partial locking works at two levels. You can set the default settings for all protocols in the workspace or override the settings for individual protocols.
Restrictable Actions:
Protocol
Edit the name of the protocol
Edit start/end date
Mark steps as complete
Edit the text and basic tables
Add comments
Interactive Tables
Edit the name
Edit data
Data Fields
Add new data fields
Remove data fields
Edit data values
Edit the field name
Edit amount used
Edit the unit of the field
Select items
Inventory Fields
Add new fields
Remove fields
Timers
Add timers
Edit timers
Run timers
Conditions Table
Add conditions
Remove conditions
Chemistry
Edit reaction schemes
Jupyter Notebooks
Run Jupyter Notebooks
Edit Jupyter Notebooks
Default Settings for the Workspace
Workspace owners can define default locking settings for all protocols within their workspace. These settings determine which actions are restricted when a protocol is locked.
Navigate to the Workspace Settings
Go to the Protocols tab
Click Lock Settings
Select which actions are permitted or not when locking a protocol
Settings for Individual Protocols
Workspace owners can override the default settings if certain protocols require more specific rules. This allows for customised locking configurations per protocol.
Open the protocol you want to set custom locking settings for
Click the vertical ellipsis
Click Settings
Toggle "Lock when running protocol"
Adjust the allowed and restricted actions for this specific protocol
Click Done
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