# 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. [![Screenshot 2024-02-27 163438.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-163438.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-163438.png) 2. **Select a Trial** - Choose the correct Trial from the drop-down box. [![Screenshot 2024-02-27 163540.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-163540.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-163540.png) 3. **Get Started on Your Protocol** - Click the **Create Protocol** button. [![Screenshot 2024-02-27 163652.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-163652.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-163652.png) 4. **Select and Name and Crop** - Name your Protocol, select your Crop, and click **Save [![Screenshot 2024-02-27 154140.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-154140.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-154140.png)** - 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 [![Screenshot 2024-02-27 164528.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-164528.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-164528.png) - Click **Create New Step** to add your first step to your protocol. [![Screenshot 2024-02-27 164718.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-164718.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-164718.png) - 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. [![Screenshot 2024-02-27 165013.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-165013.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-165013.png) - 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) [![Screenshot 2024-02-27 165254.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-165254.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-165254.png) 8. **Set the Start Date** - Select the date on which this step will become available to your users. [![Screenshot 2024-02-27 165639.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-165639.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-165639.png) 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. [![Screenshot 2024-02-27 170010.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-170010.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-170010.png) - 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. [![Screenshot 2024-02-27 170152.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-170152.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-170152.png)** - 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. [![Screenshot 2024-02-27 170240.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-170240.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-170240.png) 13. **Review and Confirm** - Review the information and click the **Save** button. [![Screenshot 2024-02-27 170414.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-170414.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-170414.png) - This step will now appear in your Protocol. You can also edit the step if needed. [![Screenshot 2024-02-27 170712.png](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/scaled-1680-/screenshot-2024-02-27-170712.png)](https://docs.prod.intent.ag/uploads/images/gallery/2024-02/screenshot-2024-02-27-170712.png) - 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: