---
alias: user-guide-close-protocol-instance
description: "This documentation details the process of closing a protocol instance, ensuring all conditions are met"
---

# Close Protocol Instance

:lock: 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

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

![Protocol_Close_Protocol][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.](../images/deviation_approve_reject.png)

If you **Approve** the following window will be open:
  
![Screenshot showing a system interface for approving deviations, with a focus on the "Close" button.](../images/deviation_approve_01.png)

!!! info
    A Material Deviation Protocol Instance can be approved and applied even if it includes an added BOM Item from a different Assembly Step than the BOM Items already associated with the Checklist. For more information, see [[user-guide-open-material-deviation]].

If you **Reject** the following window will be open:  
  
![Screenshot showing a system error with a rejected deviation.](../images/deviation_reject_01.png)

!!! note
    This operation can be triggered automatically, depending on the option selected at Default Auto State Change Behavior when you [[user-guide-create-protocol]].

[Protocol_Close_Protocol]: ../images/Protocol_Close_Protocol.png