How To Create a Trial Protocol

Guide to Creating a Trial Protocol

1. Navigate to the Protocol section of the Project Management tab
   • From the Admin tab, select Protocol from the left panel.
     
     
2. Select a Trial
   • Choose the correct Trial from the drop-down box.
     
     
3. Get Started on Your Protocol 
   • Click the Create Protocol button.
     
     
4. Select and Name and Crop
   
   • Name your Protocol, select your Crop, and click Save
     
     
   • Before building out your Protocol, determine the objectives for your trial.
   • Think about what kind of data points you need to collect and how you want to collect them.
   • You may also have multiple protocols for a single trial.
5. Create the Steps For Your Protocol 
   • Once you’re ready to get started, click on the Steps button to the right of the trial 
     
     
   • Click Create New Step to add your first step to your protocol.
     
     
   • A popup will appear where you can fill out all of the details for your protocol step.
6. Name Your Protocol Step
   • Fill out the Label field to name your protocol step.
     
     
   • This label is what identifies the protocol step in View Fields.
7. Determine the Type of Step
   • Choose the Type from one of the 6 different pre-built step types:
     • Plating
     • Application
     • Survey
     • Field-Visit
     • Imagery
     • SWAT (Soil Water and Topographical maps)
       
       
8. Set the Start Date
   • Select the date on which this step will become available to your users.
     
     
9. Set the End Date
   • Select the date on which this step becomes unavailable to your users.
10. Fill Out the Description
    • Provide a description for this protocol step.
      
      
    • The description can be found later in View Fields.
11. Determine if the Step is Mandatory or Optional
    • Check the following box if this protocol step should be mandatory.
      • Mandatory boxes are denoted with an asterisk in View Fields.
        
        
    • Protocol steps are defaulted as optional, unless this box is checked.
12. Determine if Location Should Be Collected
    • If the step you're creating is a field-visit type, you can check this box so that location is automatically captured when data is collected.
      
      
13.  Review and Confirm
    • Review the information and click the Save button.
      
      
    • This step will now appear in your Protocol. You can also edit the step if needed.
      
      
    • Continue following these steps until your full Protocol has been defined, from beginning to end.
    • You can return to the Protocol screen to Edit or Delete Protocol Steps that have been created by clicking on the icons to the left.

For additional help, follow along with this video demonstrating how to setup a Trial Protocol: