LabPulse make it easy to create and manage protocols.

1. www.focalcxm.com
Creation of a Protocol
LabPulse®
Transfer of Information Series

2. www.focalcxm.com
Goal
Researcher creates a Protocol for LabPulse

3. www.focalcxm.com
Type “https://login.salesforce.com/”
LabPulse Platform Access:

4. www.focalcxm.com
Enter registered username,
password and click on login
button
LabPulse Platform Login:

5. www.focalcxm.com
Click on “Protocols” tab
LabPulse Dashboard:

6. www.focalcxm.com
Click on “New” button
LabPulse – Creation of New Protocol record:

7. www.focalcxm.com
Enter “Protocol Name”
LabPulse – Creation of New Protocol record (Cont..):

8. www.focalcxm.com
Status as “draft” (default)
LabPulse – Creation of New Protocol record (Cont..):

9. www.focalcxm.com
Click on “Protocol Categories”
LabPulse – Creation of New Protocol record (Cont..):

10. www.focalcxm.com
Select the Categories
LabPulse – Creation of New Protocol record (Cont..):

11. www.focalcxm.com
Enter all required fields
LabPulse – Creation of New Protocol record (Cont..):

12. www.focalcxm.com
Enter “Protocol Steps”
LabPulse – Creation of New Protocol record (Cont..):

13. www.focalcxm.com
Click on “Save”
LabPulse – Creation of New Protocol Completed:

14. www.focalcxm.com
Protocol is created
LabPulse – Protocol detail view:

15. www.focalcxm.com
Submit for Approval process

16. www.focalcxm.com
Click on “Edit”
LabPulse – Editing the Protocol record :

17. www.focalcxm.com
Click on “Status”
LabPulse – Editing the Protocol record (Cont..):

18. www.focalcxm.com
Select “In Progress”
LabPulse – Editing the Protocol record (Cont..):

19. www.focalcxm.com
Click on “Save”
LabPulse – Editing the Protocol record completed:

20. www.focalcxm.com
Click on arrow button
LabPulse – Submit for Approval process:

21. www.focalcxm.com
Click on “Submit for Approval”
LabPulse – Submit for Approval process (Cont..):

22. www.focalcxm.com
Enter the “Comments”
LabPulse – Submit for Approval process (Cont..):

23. www.focalcxm.com
Click on “Submit”
LabPulse – Submit for Approval process completed:

24. www.focalcxm.com
Successfully submitted for the approval
LabPulse – Protocol Submitted for Approval:

25. www.focalcxm.com
Status changed to “In Review”
LabPulse – Protocol detail view:

26. www.focalcxm.com
An email with subject “Your Protocol Submitted
for Approval” should show up in researcher inbox
PS: Check your spam/junk, if you do not see it.

27. www.focalcxm.com
Principal Investigator to approve a Protocol for
LabPulse

28. www.focalcxm.com
Enter registered username,
password and click on login
button
LabPulse Platform Login:

29. www.focalcxm.com
Click on Notification icon
LabPulse - Approval request notification:

30. www.focalcxm.com
Click on approval notification
LabPulse - Approval request notification (Cont..):

31. www.focalcxm.com
Click on “Approve”
LabPulse - Approve Protocol by the PI:

32. www.focalcxm.com
Enter the comments
LabPulse - Approve Protocol by the PI (Cont..):

33. www.focalcxm.com
Click on “Approve”
LabPulse - Approve Protocol by the PI completed:

34. www.focalcxm.com
Status changed to “Approved”
LabPulse Protocol approval completed:

35. www.focalcxm.com
An email with subject “Your Protocol Request is
Approved” should show up in researcher inbox
PS: Check your spam/junk, if you do not see it.

36. www.focalcxm.com
Thank You
For any questions or support,
write to us at
contact@focalcxm.com