Adding Substeps to an In-Progress Batch Run
- 17 May 2023
- 2 Minutes to read
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Adding Substeps to an In-Progress Batch Run
- Updated on 17 May 2023
- 2 Minutes to read
- Print
- DarkLight
Article Summary
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An optional feature can be enabled at the batch run level to allow operators to add something called a substep to an existing step during batch execution. A substep contains a name and description, and can be used by the operator to indicate any additional steps or changes made by the operator during execution. This can support experimental procedures in pre-clinical and clinical environments where the exact recipe may not be determined by the time of template creation.
PREREQUISITE:
- Substep functionality must be enabled on a batch run on the web application during the Created stage in order to be available to operators during batch execution.
- To learn more about the Enable redlining for all procedures within this batch setting, review the Starting a Batch Run article.
If the Enable redlining for all procedures within this batch setting has been enabled for a particular batch run, a Substeps option displays at the bottom of any step within that batch run.
NOTE:
The system treats adding a substep as a Process Exception. This means that any configurations made for that exception type (such as whether to trigger an exception and severity and signature requirements) apply.
Adding a substep
PREREQUISITE:
Prior to completing the steps below, ensure that the batch run is in progress and the relevant step is open on the iOS app.
- Tap Substeps > Add Substep.
- Enter a Name for the substep.
- Enter a Description for the substep.
- Tap Save.
NOTES:
- Substeps cannot be edited once saved.
- Substeps are added to steps within procedures at the batch run level. Adding a substep during batch execution does not apply any comments or changes to a batch or procedure template.
- Once added, substep information also displays in the web app on the procedure run Steps tab and can be exported as part of a procedure run report.
Viewing substeps for a step
PREREQUISITE:
Prior to completing the steps below, ensure that the batch run is in progress and the relevant step is open on the iOS app.
- Tap Substeps > View Substeps. A list of substeps displays including the operator name and a time and date stamp for the substep addition.
Next steps
- Each batch run includes one or more procedure runs. For additional information about procedure execution, review the Executing a Procedure on an iPad
- For more information about starting a batch run on web app, review the Starting a Batch Run article.
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