Share Your Protocol as a Template

1. Locate the protocol you would like to share as a template and go to its workspace.
2. Click on the "Copy Protocol" activity button found on the left side under Activities.

1. In the popup, give the template a name that is different from the protocol you're copying.
2. Click "Start Copy Process."
3. Wait for the copy process to finish; this can take several minutes. You may need to refresh your browser several times.
4. Look in your inbox for the template and click on its title.
5. Click on the "Edit Protocol" activity button on the left-hand side.
6. Make yourself a writer, email contact, emergency contact, or study team member. Click "Save."
7. Click the Select button in question 2 so that you can replace your name with the PI who will be using your template. Enter the last name of the new PI in the search box. Select his/her name from the search results and click "OK."
8. Click "Save" at the top of the page to save the template. Then click "Exit."
9. The recipient PI will receive it in his/her inbox for use and can edit to fit their research.