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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#

  • The Protocol Instance exists, is active and is in system state Open.
  • The Main State of the current Protocol Instance is the final state of the State Model.
  • All the 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 canceled.
  • All Protocol Instance Materials that are Active and whose Disposition is defined as Use As Is or Is Disposition Executed, must be true.

Sequence of Steps#

Step 1#

  1. Select the Protocol Instance.
  2. Optionally, enter a comment.
  3. Select Close to complete the operation.

Protocol_Close_Protocol

If the Scope of the Protocol Instance is Material Deviation, you are presented with the list of deviations, and you must Approve or Reject the deviation using the appropriate buttons on the top ribbon:

Screenshot showing a UI with approval/rejection options, including "Close" button.

If you Approve the following window will be open:

Screenshot showing a system interface for approving deviations, with a focus on the "Close" button.

If you Reject the following window will be open:

Screenshot showing a system error with a rejected deviation.

Note

This operation can be triggered automatically, depending on the option selected at Default Auto State Change Behavior when you Create Protocol.