Create and review a Method

Before you start

Use a completed Team development analysis you own, with its saved report ready. Inspect its inputs, settings, results and suitability. To create a Team Method, the development analysis must have been run in that Team.

Choose qualified approvers according to your procedure. Any current Team member can be assigned; the Reviewer role alone does not grant authority over an unassigned review. Approval applies to an exact Method version, not the customer’s assay validation or a result report.

Create and submit the draft

1. Open the completed analysis. Under Save these settings as a Method, enter Method name and choose Save as new Method draft. If the analysis came from an existing Method version, verify that lineage and use Save as next draft version instead.
2. After Method draft created appears, choose View Method draft. Inspect the recipe and its source development analysis/report. Completing the analysis and creating this Method are separate actions.
3. In the Method draft, choose Required approvers and enter Reason. Check every selected person: all selected approvers must approve this exact version. Choose Submit for review.
4. Confirm In review with the intended version. The Method becomes available for routine use when all required approvers have signed.

Review and sign the exact version

1. As an assigned approver, select the correct Team and open Reviews or the relevant notification. Check Method to review, version, recipe and source evidence before deciding.
2. Enter Required decision reason. To return the work, choose Request changes; this closes the review without an approval signature.
3. To approve, choose Approve. In Confirm electronic signature, check the exact record, meaning Approved and your reason. Cancel if any item is wrong.
4. Confirm I intend to electronically sign this exact record with the meaning “Approved.” Complete password reauthentication if requested and choose Sign and approve; for Google, use Continue with Google when shown. Use your own account.
5. Check the recorded decision. Until every assigned person signs, the review still has pending decisions. After the last approval, confirm Approval complete and the Method’s Approved status/version.
6. Reopen the review history and signature details when needed. They identify signer, signing time, meaning, reason and the exact signed record. Only a completed signature records your approval.

Revise, reroute or retire

After changes are requested, return to the Method and use its development action (Start development analysis or Copy to development analysis as displayed). Complete the revised development result, then Save as next draft version. Review the new version; the previous result and decision remain available.

If assignments are wrong, an authorized review-routing user can choose Change required reviewers, select Reviewers for the new review, enter the required reason and Replace review. Cancel review ends the active attempt when appropriate. Check the replacement or cancellation before asking anyone to sign an old link.

An Owner or Admin can choose Retire for an approved Method, entering the required reason. A retired version remains historical evidence and cannot start a new routine run. Retirement does not alter its earlier analyses or signatures.

If you cannot create, decide or sign

A disabled Method action may mean you are in Personal, do not own the result, lack development permission or the saved report is not ready. Check your workspace and role, and confirm that the report is ready.

If Approve is missing, check the Team, active review, exact assignment and whether you already decided. A changed, cancelled or replaced review must be reopened at its current state.

If signing fails or expires, reread the error, reload the current review and check whether your decision was recorded before trying again. Do not treat reauthentication alone as a signed approval.