Glossary
Terms are in alphabetical order. Bold names match the labels in the product.
Blueprint
Section titled “Blueprint”A reusable set of canvas nodes and links built for one protocol in Library. Once finalized, Insert blueprint stamps it onto any canvas you can edit. More in Node blueprints.
Canvas
Section titled “Canvas”A map of an experiment, made of nodes and the links between them. A workspace can have several canvases, for example one per phase. Every canvas has exactly one plan behind it, so tasks on the canvas show up in the plan. Open it from the plan’s Canvas tab. More in Canvases and nodes.
Explorer
Section titled “Explorer”Where you browse the workspaces you can open and work with their files. A workspace’s folders, files, links and evidence packages are listed there with its work packages; you upload, preview, comment on, move and delete files in Explorer. Files attached to nodes are stored in the workspace too. More in Files and attachments.
Institution
Section titled “Institution”Your lab or organization in Sauriq. Every account belongs to one institution. Admins invite people to it and organize them into teams. Joining an institution doesn’t give you access to its research workspaces; each workspace’s members are managed separately.
Institution Workspace
Section titled “Institution Workspace”The workspace shared with everyone in your institution, for institution-wide canvases, plans and files. It’s listed under Shared in Explorer.
A connection between two nodes on a canvas. Links show the order of the work, from one node to the next. Plans have their own scheduling dependencies between items, separate from canvas links.
One element of an experiment on a canvas. The node types are:
| Type | Use it for |
|---|---|
| Objective | The question or goal the experiment works toward |
| Activity | Work someone does |
| Material | Something you use or produce, such as a sample or reagent |
| Decision | A point where the flow branches, with options to choose between |
| Milestone | A checkpoint |
| Deadline | A fixed date the work has to meet |
| Portal | A jump to another canvas in the same workspace |
| Note | Free text on the canvas; notes can’t be linked |
A node’s content is made of widgets you add in its editor, such as text, dates, a protocol, attachments, a checklist or a Task Board.
Notebook
Section titled “Notebook”Your own pages in Library, for notes and drafts. Only you see them. Each page has a working copy you Save and numbered revisions you record with Save as New Revision. More in Library.
Personal and Team
Section titled “Personal and Team”Two kinds of institution. A Personal institution is for one person working alone. Collaboration features, such as inviting colleagues, are available on Team. More in Personal and Team.
The schedule of a workspace’s work: items with dates, assignees, status and dependencies, shown in Canvas, Table, Gantt, Kanban and Calendar tabs. Each canvas has one plan behind it, and a workspace can also have plans with no canvas. More in Plans and the Gantt.
Protocol
Section titled “Protocol”A written method. Personal protocols are yours; shared protocols belong to your institution. Both live in Library, and you can link a protocol to a node on a canvas. More in Library.
What you can do in a workspace depends on your role in it: Owner, Manager or Member. Owners and managers manage the workspace’s members. Whoever creates a workspace is its owner. Your institution has its own roles: Owner, Admin and Member. More in Roles and access.
Snapshot
Section titled “Snapshot”A frozen copy of a personal protocol, taken when it goes onto a canvas through Quick build or Insert blueprint. The canvas shows the snapshot, so later edits to the personal protocol don’t change it. More in Snapshots.
Task Board
Section titled “Task Board”A widget on a canvas node that holds tasks, each with an assignee, dates and a status. Task Board tasks appear in the canvas’s plan and in the assignee’s open tasks on Home.
A group of people inside an institution, such as a research group. Teams are used for capacity planning in Teams.
Work package
Section titled “Work package”A unit of planned work inside a workspace, used to group effort and track hours against it. Every workspace starts with one. You log time against work packages in Time tracking. More in Work packages.
Workspace
Section titled “Workspace”The container for one piece of research: its canvases, plans, work packages and files. You see a workspace if you’re one of its members, or if it’s the Institution Workspace. More in Workspaces.