Home
Key concepts
Details on documents and templates, the data editors and the Content editor of PLA 3.0. Learn about the position factors and data aggregation features.
Templates
Use templates to simplify tasks, standardize processes, and improve data security. Define document structures and initial values for documents, and control who can view and edit document sections and individual elements within documents.
Create templates
Create templates to standardize the setup of new documents. Documents created from templates inherit template settings like document structure, initial values, and protection settings for document elements.
Create templates from documents
Create templates from existing documents, for example to develop a standardized process from an existing assay.

Get started
Explore PLA 3.0, its key features and ongoing enhancements, and learn how to log in and register.
User interface
PLA 3.0 supports you in your daily work by providing a set of graphical and textual user interface elements. Learn about the different elements and how to use them efficiently.
Key concepts
Details on documents and templates, the data editors and the Content editor of PLA 3.0. Learn about the position factors and data aggregation features.
- Documents
  PLA 3.0 securely stores all your data within electronic documents. Documents are organized within a database and presented through a folder tree for easy navigation and access. Your data remains complete, accurate, and consistent throughout its life cycle, thus ensuring data integrity.
- Templates
  Use templates to simplify tasks, standardize processes, and improve data security. Define document structures and initial values for documents, and control who can view and edit document sections and individual elements within documents.
  - Create templates
    Create templates to standardize the setup of new documents. Documents created from templates inherit template settings like document structure, initial values, and protection settings for document elements.
    - Create templates from scratch
      Create templates from scratch, for example to set up a new standardized process.
    - Create templates from documents
      Create templates from existing documents, for example to develop a standardized process from an existing assay.
  - Protection settings
    Use protection settings to restrict access to elements, and ensure correct usage of the template.
  - Use cases
    Templates are the main method for creating new documents in PLA 3.0. They support a variety of use cases, from the creation of single assays to the setup of control and monitoring mechanisms.
- Data tables
  Data tables in PLA 3.0 act as containers for observation data or referenced data. You use them to configure the display of observation data and to set up automated data flows between PLA 3.0 documents, thus minimizing the need for manual interaction.
- Position factors
  PLA 3.0 can handle a wide range of plate layouts and is not restricted to any particular format. Position factors in PLA 3.0 support you in defining plate layouts. They let you associate your observation data in PLA 3.0 with its physical location on a plate or rack.
- Data aggregation
  Data aggregation in PLA 3.0 lets you automatically transfer data and results from source to target PLA 3.0 documents, thus supporting complex and compliant operations. Manually entering data in spreadsheets or other programs is not necessary.
Data analysis
Data analysis add-ons offer a wide range of capabilities, ranging from analytical methods over comprehensive analysis to statistical process control. PLA 3.0 also provides a set of add-ons that support and supplement data analysis add-ons.
Data import
Use data acquisition and data import add-ons to import external response values and observation data into PLA 3.0 for further processing and evaluation.
Installation
Details on the deployment, installation, initial and advanced setup of PLA 3.0.
Licensing
Details on the licensing solution of PLA 3.0, the available licensing options, and the activation and management of licenses.
Administration
Details on system administration tasks such as setup and maintenance of databases and add-ons, user accounts, access rights, and migration and update procedures.
Regulatory compliance
PLA 3.0 supports you in achieving compliance with regulations such as ISPE GAMP^® 5 and 21 CFR Part 11. It also provides options to validate PLA 3.0 in your environment.
PDF downloads
Download PDF guides of current and previous framework and add-on versions.
Sample lab
Meet the team at Stegmann Labs, where PLA 3.0 plays an essential role in every step of bioassay management.
Glossary
Find definitions of terms.

Create templates from documents

Create templates from existing documents, for example to develop a standardized process from an existing assay.

About this task

Creating a template from a document is a three-step procedure. In the first step, you create the template. In the second step, you remove annotations and observations from the new template document. In the third step, you define protection settings and configure initial values.

Procedure

To create a template from an existing document:

Open the document that you want to convert into a template.
Go to the menu bar and select File > Save as template.
In the following dialog, select a target folder to save the template and confirm with OK.
Result: The new template is saved and displayed in the document pane.

To remove annotations and observations:

Go to the Dashboard.
Result:
If the template has annotations, you see a message at the top of the dashboard. You also see the Remove annotations button in the action bar.
Select Remove annotations.
Select Yes to confirm the removal.
Go to the Observations editor.
To remove all observation data, select all data columns and then select Remove.

To define protection settings:

Apply permissions and initial values to document elements.
For details, see the Protection settings topic.
Save the template.

Note: You can use the Content editor to change the document structure according to your requirements. For details on how to work with this editor, see the Content editor topic.