Executing a Protocol Instance#

When executing a given Protocol Instance, the Protocol state owner to whom the Protocol state execution was assigned can explore several actions, such as:

• Creating, approving and executing tasks
• Associate or Disassociate Materials
• Define dispositions for the associated Materials
• Execute Material dispositions

Depending on the set of configurations defined at the Protocol level, all these actions can be restricted to specific roles, as well as the moment when they are expected to happen.

During the Protocol execution, the system displays two options for execution views: a flowchart format where you can track the current Protocol state the workflow is at; alternatively, you can use an execution format where you have visibility over the defined set of parameters and Checklist items that need to be performed on each Protocol state being executed at any moment.

See the video for a detailed look on how to execute a Protocol Instance.