Templates
Templates let you predefine the analytical method and the assay layout. During routine use, you only need to enter your experimental data. Use templates when you want to run the same assay setup on a regular basis without changing the analytical parameters.
About templates
When transitioning an assay from development to routine use, using templates ensures that validated methods are applied consistently during assay execution, thus supporting compliance with standard operation procedures.
Development
Functional administrators use documents to develop analytical methods in a test environment. They set up the assay elements, the analytical methods, and the test system. To implement the method, they save this configuration document as a template.
To approve the developed methods and confirm that they are suitable for the intended use, quality assurance inspectors apply electronic signatures to templates.
Routine use
Templates support several experiment runs without requiring extra configuration by bioassay analysts or end users. These users commonly use the developed templates to create the documents they need to run experiments in the production system. They should only need to enter the experiment data, run the calculation, and report the results.
Get started with templates
Templates in PLA 3.0 behave like standard documents in that you can create and work with them in the same way. Unlike standard documents, they also include features that let you standardize assay setup, define which parts of the setup operators can adjust within predefined limits, and enforce consistent assay execution.
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You begin by creating a template from an existing assay document, and defining the document structure. For details, see the Create templates topic.
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Next, you configure protection settings to specify which parts of the template setup operators can view or adjust within the limits defined by the template. For details, see the Protection settings topic.
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Then, you use document restrictions to enforce the use of templates and prevent users from creating documents that are not created from templates. For details, see the Document restrictions topic.