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Redlining & Batch Modification vs Designer Mode (In-Suite Authoring)

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Redlining & Batch Modification vs. In-Suite Authoring

The Tempo application offers two distinct features that allow operators and scientists to propose
or make modifications to procedures outside of the standard template editing workflow, while maintaining
a record of any changes made.

Each feature is scoped to a specific context: redlining applies to live procedure runs during batch
execution, while in-suite authoring (Designer Mode) applies only to procedures in draft status.

This article covers the following features:

  • Redlining & Batch Modification
    • What can be modified
    • How redlines are recorded
  • In-Suite Authoring (Designer Mode)
    • What can be proposed
    • How suggestions are accepted or rejected
  • The core distinction between redlining and in-suite authoring
TERMINOLOGY NOTE:

Redlining and in-suite authoring are related but separate features. Redlining occurs on live runs and
creates exceptions. In-suite authoring occurs on drafts and creates suggestions that require review
before becoming part of the template.

Redlining & Batch Modification

What: Making modifications to a procedure or batch while it is actively running.

When: A batch is live and in execution - the template is already locked.

Platform: iOS (6.5 SP1+), Web (coming in 8.0 - in development)

What you can modify:

Entity Status
Unit Operations Shipped
Procedures Shipped
Steps (as substeps) Shipped
Basic Inputs Shipped
Process Action Values (overrides) Shipped
Sections Unplanned
Complex Process Actions Unplanned

Key behavior:

  • Changes apply to that run only and the original template is not touched
  • Every redline is logged as an exception (based on configuration settings), capturing who made it and when
    • Each org controls how the redlined addition exception type behaves via exception settings
    • Thus, redlining does not trigger an exception unless the org has configured it to do so
  • Enabled/disabled at the batch run level through configuration
    • Redlining Enabled must be turned on at the batch run level - this is off by default and must be set when the batch run is configured
    • Allow Batch Run Modification must also be enabled at the batch run level - this controls whether procedures and unit operations can be added during execution

In-Suite Authoring (Designer Mode)

What: Proposing edits to a draft procedure template from within the app.

When: The procedure is in draft.

Platform: iOS (6.5+), Web (coming in 8.0 - in development)

What you can propose:

Entity Status
Steps Shipped
Basic Process Actions Shipped
Unit Operations Unplanned
Procedures Unplanned
Sections Unplanned
Complex Process Actions (fully formatted) Unplanned
Process Action Values (overrides) N/A

Key behavior:

  • Changes are suggestions (insert / update / delete), not immediate commits
  • Each suggestion must be accepted or rejected before it becomes part of the template
  • The procedure version must be in draft status - suggestions cannot be made on a released or retired version (this is enforced automatically, not a setting)
  • User must be assigned to the procedure run

The Core Distinction

Redlining In-Suite Authoring
Context Live run data change Draft template only recipe improvement
First released 6.5 SP1 (iOS) 6.5 (iOS)
Web support Coming in 8.0 Coming in 8.0
Effect Run-only, creates exceptions Proposes template changes, requires review