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Sway - How to Create a Protocol

Written by Niki Budd

Updated at February 16th, 2026

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Table of Contents

Video Tutorial: Step-By-Step Tutorial: You will see Standard protocols, test sequences that were automatically provided to you by Sway. Custom protocols, test sequences uniquely created but Users/Admin that have access to your Sway system.

Create a protocol to combine individual measures or modules that already exist in your account. This is useful when you want to follow your own independent standard operating procedures and keep testing workflows consistent.

This feature is available on the ✅ Web Portal only and is not available on the ❌ Mobile Application.

 

Video Tutorial:

00:00: Hi, this is Nikki. Let's walk through how to create a custom protocol.

00:05: Creating a protocol to combine individual measures or modules that already exist, within your account is useful when you want to follow your own independent standard operating procedures and keep testing workflows consistent.

00:19: To begin select protocols from the left navigation.

00:24: Next, select create protocol.

00:28: Now, enter a name for your protocol. Be as clear and concise as possible.

00:34: Now include a description for what is housed within this protocol.

00:41: slide if you'd like to include symptom tracking within your testing,

00:47: next select, add new test type

00:51: It, you can now choose the sequence and test types that you'd like to include when your new protocol.

00:58: once you have determined the flow of your protocol select save,

01:03: Your new protocol is now available for testing. If you have questions or need more help, please email us directly at help at healthier.com.

 

Step-By-Step Tutorial:

  1. Log in to the Sway Portal.
  2. Click on the “Protocols” tab on the right-hand side.

You will see Standard protocols, test sequences that were automatically provided to you by Sway. Custom protocols, test sequences uniquely created but Users/Admin that have access to your Sway system.

 
  1.  Click on the blue “Create Protocol” button.
  1. Name the Protocol
  1.  Enter a description
  1. Slide Symptom Tracking if you'd like to include it with your protocol 
  1. Click on the “Add New Test Type” and choose the sequence of the test types.
  1. Click the blue "Save".
  1. Once your protocol is created, you can use that protocol for testing.


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