12.1 Creating a Sample Batch

Note that Batches do not have to be Client specific. Especially in research labs, Samples can be from many sources. For the same purpose, Samples can belong to many Batches

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Table of Contents...

New Batch

Video

The Batch's Sample registration page opens. Complete the Batch header attributes. These are frequently modified for Batches re-appropriated, say as Projects or Work order

You may also add new Samples to an existing Batch. Navigate to Batches and create a new Batch

Creating a Batch in Bika LIMS Senaite

Adding Samples to the Batch

More Samples can be added over time and big batches can be uploaded from spreadsheets

For the purpose of the screenshots here, we are doing four new Samples

Creating Batch ARs in Bika LIMS Senaite

Proceed to complete the form that opens

Sample header attributes

Enter the Sample header attributes, see over leave how to configure the fields you want to include

Using previously configured Analysis Profiles of Analysis Service often ordered together, speeds up completion of the form.

Most fields offer valid entries on look-up widgets, just start typing

Proceed with the rest of the form

Sample Type is compulsory as it is frequently used in Sample and Sample IDs

Analyses manually

if an Analysis Profile or Sample Template was used, Analyses for the Samples are auto selected, else add them manually. Click on the Field or Lab Analyses header rows

Locked Analyses

When a locked icon is displayed next to an Analysis, it was included using an Analysis Profile, and it cannot be removed without removing the Profile first. Click on the icon to see by which Profile it is locked

Analysis information

Click on the information icon i, to see more information about an Analysis for which space could not be found on the form itself, Method, Unit, Price and Profile

Analysis information on Sample registration form in Bika Open Source LIMS

Cost

If the LIMS was configured for a commercial lab, price information will also be displayed and totalled. If it was the Client itself requesting the analysis, they in fact agree to the price when they submit the form

Quoting on Analyses in Bika Open Source LIMS

Click [Save]

Samples created and listed

The user is returned to the Batch's Sample lists, listing the Samples in To be Sampled state

Columns to be displayed can be configure by users too, Display columns. Screen preferences

If the system was configured to print containers stickers for Sampling, this would've happened at Sample Creation here. For this use case we'll print them at Sample Reception

Batch sticker

To print a sticker for the Batch's container, lick on the barcode label icon on the Batch's Sample list

Batch Sticker in Bika Open Source LIMS

How to configure the Sample registration form

Click the Manage Form Fields link on the Sample Create Form

Manage Analysis Request Form fields in Bika LIMS Senaite

Select the fields you want on the form and drag them up or down to position them, and click Save