Protocols are managed through the "Protocol Manager Window." In order to create a new protocol or edit an existing one follow these steps:
Open the window by going to Setup – Protocols - Forms.
The “Protocol Manager” window will open. In this window there are options to configure a new protocol or import an already existing protocol.
In order to import or export a protocol choose the "Export/Import" button and pick which command you would like to do. Protocols can be created and saved on one computer or tablet and transferred to another using an external USB storage device in this manner.
Create a New Protocol: In order to configure a new protocol choose new protocol and either build one from scratch by choosing "New Protocol", or base it off of a pre-existing protocol by choosing "Duplicate Selected Protocol."
Select Protocol Options: The upper portion of the window will allow you to view, name, and add or delete the available protocols, as well as give them a description. The window also contains a check box to choose a default protocol, if desired.
Configure Forms: In the bottom window the configurable forms are displayed for the selected protocol. This windows contains options to add or delete forms and events.
To add a new form to the protocol click the "Add Form" button. The new form will appear at the bottom of the window. Use the "Delete Form" button to delete the selected form. Click on "Form Type" to display a drop down. This will allow you to specify a field or office form.
Change the form name by clicking on the box below the title "Form Name" and typing in the new name.
Change the order in which the form is presented by changing the number below "Order". Choose the pencil icon to open the "Edit Parameters" dialog for that form.
From the dialog you can change settings such as the number of transects included in each form, etc. In the example above, 5 transects are selected, each transect is set to 100 feet by 6 feet, 10 samples are taken at each transect, and each sample is taken at the labeled distances: 6, 40, 70, 88, 130, 145, etc...
Configure Events: Events are the sampling methods that will take place at each sample. Event types available include options for composition, cover, density, frequency, qualitative, residue, structure, utilization, and weight measurements. To add a new event choose the "Add Event" button. Similarly, choose the "Remove Event" button to remove the selected event. A newly added event will appear in the bottom window as shown below.
From this window event type, name, active status, page number, entry order, and settings can all be adjusted. Select the pencil icon below an event to open the "Edit Parameters" dialog for that event:
Any parameters that cannot be changed are shown for reference. Parameters or secondary columns that are not editable have a light yellow background. Event parameters may be changed after the form is generated by selecting the "Edit" tab of a data form. Select "Accept" in the top right corner after making your selection.
When you are finished configuring the forms and events for you new protocol select save in the top right corner of the protocol manager, the new protocol will now be available for collecting data.