Labstep makes creating and running protocols easy. You can add interactive elements and run your protocol in real time in just a few clicks. Keep reading to learn how.
In this article, you will learn how to:
Creating a new protocol:
Click on 'New Protocol' (from the workspace overview or Protocol Library)
Click on 'Untitled Protocol' to rename it
Enter the name of your choice
Labstep team tip: You can copy-paste text, tables and images from other document directly into the protocol entry!
Labstep team tip: If you don't want any collaborators to edit your protocol, you can create a new version of it which will lock the 'Version #1' and prevent anyone from modifying it (including you). You can add a description for the new version. Please note, every time a new version is created, the previous one will be locked. You can keep track of the versions by clicking on 'Activity' or 'Version #x - Latest'
Click on the person icon 👤+ , located right next to yours to add collaborators
Click on the search bar with the field 'Search for users to assign'
Select which member you wish to assign the protocol to
From there, you can assign/unassign yourself or others
Click on 'Done' or the cross ✖ once you've finished
Labstep team tip: As the creator of the protocol, you are not automatically assigned to it. You can choose to assign it to yourself or others. The person(s) assigned to the protocol will be in charge of running it.
Editing a protocol:
Select the text you wish to wrap
Click on the check mark icon (✓)
The selected text is now an interactive step of your protocol!
Labstep team tip: Labstep recognises bullet/numbered lists as steps. You can click once on the tick icon and it will wrap each bullet point as an individual step automatically.
Labstep team tip: To unwrap a step, click on the cross ✖ at the top right-hand corner of the chosen step
Linking material to the inventory:
Highlight a material to link, a pop-up will appear
Click on 'Material'
Select the resource, add in the amount and unit
Click on 'Done'
Labstep team tip: You can add material by typing / , or reference material by typing @ . To link it to a resource, simply select the resource of your choice then click on 'Done', it will be linked to it automatically.
Labstep team tip: You can add additional data in 'Advanced Settings' such as 'Input/Output', 'Lineage' and 'Category'.
Adding a timer:
Navigate to the right-hand side menu
Click on 'Timers'
Click on 'Add Timer'
Add a name and fill in the appropriate time field(s)
Drag the timer to your desired location within your protocol entry, you can add it multiple times throughout the protocol
Labstep team tip: Click on the timer to edit it accordingly. To delete it, navigate to 'Timers', then click on the vertical ellipsis ⋮ next to your timer's name and click on 'Delete'.
Adding other elements:
- Type / , to add in a 'Step', 'Table', 'Material', 'Data', 'Timer', 'File', 'Image', 'Link' or 'Code Snippet'
- Type @ , to reference an existing 'Material', 'Data', 'Timer', 'Step' or 'Table'
- Click on the vertical ellipsis ⋮ to add tags to your protocol.
- Click on 'Data' to add in files such as tables or images
- Once you've used the protocol in an experiment, you'll be able to see which experiment the protocol is linked to in 'Linked Experiments'
- Click on 'Notes' to add and view notes from yourself and collaborators
Labstep team tip: You can check all the changes that occurred within a protocol by clicking on 'Activity'.
Running a protocol:
Navigate to the Protocol library
Click on 'Start'
Click on 'Start' again (top right-hand corner of your screen)
Click on the check mark icon to mark a step as completed
Click on the timer (if you have one), click on the play icon ▶ to start it
Once you've completed all the steps, click on 'Finish'
Labstep team tip: You can find the protocol you've just ran in your Experiments library under the name "Run of [Protocol's name]".
You can also run a protocol from an Experiment by clicking on the 'Protocols' tab, then clicking on 'Start' next to the desired protocol.
Enabling the completion checklist:
Click on the gear icon on the left-hand side bar menu
Click on 'Experiments'
Tick the box next to 'Completion Checklist'
Labstep team tip: The completion checklist helps you to make sure you have forgotten anything while conducting your experiment or running your protocol, by highlighting missing data fields and incomplete steps.
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