Create a custom Planned Run template

Create a custom Planned Run template for reuse when the same conditions can be used for multiple runs. To create a custom Planned Run template, copy an existing preinstalled Planned Run template, then edit the settings to meet the requirements for your Planned Run.

IMPORTANT! Before you create a custom Planned Run template, ensure that the most current reference sequences and the target regions and hotspots BED files are on the Ion Torrent™ Server. For more information about installing these files, see References management. Contact your local Field Service Engineer to obtain the most current BED files.

  1. In the Plan tab, click Templates, then select the desired type of research application from the left navigation menu.
  2. In the list of templates, find the system Planned Run template from which you want to create your custom Planned Run, then click (Actions) > Copy.

    The Copy Template workflow bar opens to the Save step.

  3. Enter or select the required information in the Save step.

    As you make your selections, your settings are updated in the Summary pane.

    Item

    Description

    Template Name

    (Required)

    Enter a name for your custom Planned Run template.

    Set as Favorite

    Select the Set as Favorite checkbox to add your custom template to the Favorites list.

    Analysis Parameters

    Select Default to accept default analysis parameter settings (recommended). Advanced users can customize analysis parameters by selecting Custom and editing appropriate analysis information.

    For more information, see Copy an analysis parameter set.

    Reference Library

    Select the reference library file appropriate for your sample. Depending on your application, you may have to select separate DNA, RNA, and fusions reference library files.

    Target Regions

    Select the target regions BED file appropriate for your sample. Depending on your application, you may have to select separate DNA and Fusions Target Regions file.

    Check with your local Field Service Engineer for updates to ensure that the most current files are being used.

    For BED file installation instructions, see Upload a target regions file.

    Hotspots

    Select the hotspots (BED or VCF) file appropriate for your sample.

    For BED file installation instructions, see Upload a hotspots file.

  4. In the Copy Template workflow bar, click the Ion Reporter step, then set up the transfer of the completed run results to a specified Ion Reporter™ Server, then click Next.

    For more information, see Ion Reporter step in the workflow bar.

  5. In the Research Application step, ensure that the correct Research Application and Target Technique are selected, then click Next.

    For more information, see Research application step in the workflow bar.

  6. In the Kits step, enter or select the required information, then click Next.

    For more information, see Kits step in the workflow bar.

  7. In the Plugins step, select from the available plugins, then configure the selected plugins as required, then click Next.

    For more information on configuring plugins, see Plugin configuration.

    ( For more information on the Plugins step, see Plugins step in the workflow bar.

  8. In the Projects step, select the project or projects to receive data from the runs that use this template, then click Next.

    For more information, see Projects step in the workflow bar.

  9. In the Save step, click Copy Template to save the new Planned Run template.

The customized template is now available in the Templates screen in the Research Application group from which you copied the preinstalled Planned Run template. If you set your customized template to favorites, it also appears in the Favorites list.