---
alias: user-guide-perform-protocol-instance
description: "Execute a protocol instance by managing details, parameters, and associated documentation incrementally"
---

# Perform Protocol Instance

:lock: ProtocolInstance.**Perform**

## Overview

This operation is used to execute, partially or completely, a **Protocol Instance**.
The Details to be performed need to be inputted beforehand and it is possible to perform them intermittently by clicking on **Save and Close** and performing the remaining Details at a later stage.

## 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*.
* If a role is defined, the user must belong to that role.
* The Details to be performed have been inputted beforehand.
* The current user is associated to an **Employee**.

## Sequence of Steps

### Step 1: Checklist

1. Perform the necessary verifications in order to mark every item in the **Checklist** as completed. In case you need further information on how to complete the **Checklist**, please refer to the [Perform Checklist](../../material/perform_material_checklist.md) help section.

![Perform_Protocol_Instance_Checklist][Perform_Protocol_Instance_Checklist]

!!! note
	Protocol Checklists are always long-running.

### Step 2: Parameters

1. Edit the **Parameters** by inputting new values.

![Perform_Protocol_Instance_Parameters][Perform_Protocol_Instance_Parameters]

!!! note
	Some parameters are optional and some parameters are read-only.

### Step 3: Notes

1. Add a **Note**, if necessary.

![Perform_Protocol_Instance_Notes][Perform_Protocol_Instance_Notes]

### Step 4: Documents

1. Attach or provide a URL to add a **Document**.
2. Press **Save and Close**.

![Perform_Protocol_Instance_Documents][Perform_Protocol_Instance_Documents]

[Perform_Protocol_Instance_Checklist]: ../images/Perform_Protocol_Instance_Checklist.png
[Perform_Protocol_Instance_Parameters]: ../images/Perform_Protocol_Instance_Parameters.png
[Perform_Protocol_Instance_Notes]: ../images/Perform_Protocol_Instance_Notes.png
[Perform_Protocol_Instance_Documents]: ../images/Perform_Protocol_Instance_Documents.png