Validation and approval
Validation and approval are two important steps in the data processing flow of Phaedra.
- The validation step is required to confirm that the experimental data has been obtained under the right conditions. Any outliers or disturbing factors have been accounted for, and the resulting data can be safely used to draw conclusions from.
- The approval step is required to confirm that the data has been reviewed by at least 2 persons, and the results are allowed to be published in a data warehouse (if applicable).
When a plate is validated or approved, additional constraints are placed on it:
- Validation: in a validated plate, control wells cannot be rejected anymore. They are effectively frozen.
- Approval: an approved plate cannot be modified in any way. The whole plate is effectively frozen.
Any member of the protocol’s team can validate (or un-validate) a plate. For approval, manager-level access is required.
Compound validation is an optional step. In plates containing dose-response curves, individual compounds can be invalidated, enabling you to upload only a part of the plate’s dose-response curves into the data warehouse. If compound validation is not performed, all compounds are assumed to be valid when the plate gets validated.
Note All validation and approval actions are logged by the system for traceability and data integrity reasons.
Validating a plate is very straightforward. Right-click on the plate or plates, and select Validation > Validate Plate(s).
In the plate list, the validation flag in the V column represents the plate’s current validation status:
- White flag: no validation has been applied yet
- Green flag: the plate has been validated
- Red flag: the plate has been invalidated
When you invalidate a plate, you must specify a reason for the invalidation:
As long as the plate has not been approved or disapproved, you can undo validation by selecting Reset Validation.
As mentioned earlier in this topic, compound validation is an optional step. If you do not invalidate compounds explicitly, all compounds will be considered valid.
To perform compound validation, open a compound browser by right-clicking on a plate or experiment, and selecting Browse Dose-Response Curves.
In the compound browser, the CV column represents the compound validation status. Its colors are similar to those of the plate validation flag in the plate list:
- White: no validation has been applied yet
- Green: the compound has been validated
- Red: the compound has been invalidated
To invalidate a compound, right-click on it and select Validation > Invalidate Compound.
To approve or disapprove plates, you need manager-level access. If you do not have this access level, you will get an error message when trying to perform plate approval. Contact a Phaedra administrator if you wish to receive this access level.
Plate approval can be done by selecting one or more plates, right-clicking and selecting Approval > Approve Plate(s).
In the plate list, the approval flag in the A column represents the current approval status:
- White flag: approval has not been applied yet
- Green flag: the plate has been approved
- Red flag: the plate has been disapproved
When performing plate approval, there are several rules to keep in mind:
- If the plate has not been validated yet, approval is not possible: you will get an error message.
- If the plate has been invalidated, the actions Approve Plate and Disapprove Plate will both set the plate’s approval status to Disapproved. In other words, an invalidated plate cannot be approved.
- If the protocol has been configured for data warehouse uploading, it may take up to a day for the plate’s results to be uploaded after approval has been set.