• Object ID: 00000018WIA303E9870GYZ
  • Topic ID: id_40022344 Version: 1.2
  • Date: Feb 8, 2022 1:13:25 PM

Organize site protocols

Before you begin

To work with protocols, you must belong to the ProtocolEdit group. If you are not assigned to the ProtocolEdit group a message appears when you try to work on a protocol.
Figure 1. ProtocolEdit message

Click OK to the message and consult with your site administrator, who assigns roles for each MR user.

About this task

Use these steps to organize the protocols in your Site library.

Step-by-step instructions

  1. Start a protocol session.
  2. From the Protocol screen select a library.
  3. Select the desired protocol tab.
  4. Right-click the menu bar and select a sort option.
    The Favorites First option only applies if there are protocols that have been tagged from the Protocol Properties screen as Favorites.
  5. Click the list menu bar arrow to change the sort order (top-to-bottom versus bottom-to-top).