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Close Protocol Instance#

🔒 ProtocolInstance.Close

Overview#

This operation is used to close a Protocol Instance.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • Protocol instance exists, is active and is in system state Open.
  • Current Protocol Instance Main State is the final state of the State Model.
  • All mandatory fields of the Current Protocol Instance Path have been filled.
  • The checklist associated with the Current Protocol Instance Path is in system state Closed.
  • All tasks associated with the Protocol Instance are either completed or cancelled.
  • All Protocol Instance Materials that are Active and whose Disposition is defined as UseAsIs or IsDispositionExecuted, must be true.

Sequence of Steps#

Step 1#

  1. Select the Protocol Instance
  2. Optionally, enter a comment.
  3. Click Close.

Protocol_Close_Protocol

Note

[note] Note: This operation can be triggered automatically, depending on the option selected at Default Auto State Change Behavior at the Protocol Creation.