Steps

A step is essentially a template. They are classified by this icon.

It can be in many forms, such as (but not limited to):

• Standard Operating Procedures

• Laboratory Protocol

• Batch Records

• Reports

Steps can be filled out over and over again. When they are executed, they are known as records.

Creating Steps

Via the 'Steps' tab

In the navigation sidebar, click on 'Process' -> 'Steps'.

In a procedure

Steps can also be created directly in a procedure.

Building Steps

There are different elements within a Step that can be used to customise your template.

Text

Text can be manipulated using the toolbar - simply highlight the desired text and a hoovering toolbar will appear.

Text can also be configured in numbered lists and bullet points.

Record Fields

There may be certain parameters that are repeatedly tracked within your template - these will become Record Fields - they allow users to input information.

Record fields can added directly on the page or from the right panel, as below:

There are two different kinds of records:

1. Single Record

If only one piece of information needs to be input for a Record Field, the Step would be a Single, as it is only conducted once.

1. Multi Record

If there are multiple information to be inputted for the same parameter, the Step would be a Multi, as the input of information is conducted multiple times.

Multi records can be viewed in an external modal.

Single or multi records can be toggled on and off in the Info panel on the right.

Simple Tables

Simple tables can be used to store information in a tabular format, such as:

Note that Record Fields cannot live in a simple table - simple tables are static and can only be used to display information.

Publishing Steps

Publishing is the action of saving a version.

When making edits to a step, the step is in draft status.

Once you have no further changes you'd like to make and are satisfied with the template, clicking on the button in the top right corner changes the record to a Published state. This creates a version of your template.

Once published, your step is now ready to be used.

If amendments are required, a new draft can be created by clicking on the on the top right corner.

There is no need to click 'Publish' every time you want to save your step -> any change made is auto-saved in Seal. We only recommend you to Publish your step when it is ready to run.