13 Worksheets

A number of similar analyses - on different samples but logically belonging together, such as intended for the same lab workstation, instrument of specific analyst - can be grouped into a single unit of work on a Worksheet. Sometimes called a Job Card. Here, all their results can be captured and reviewed together, in context of peers and associated QC results on the same page

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Worksheet Lists

Bika Open Source LIMS / Senaite Like all other lists in Bika, Worksheet lists maybe navigate by listing the objects by status, in this case All, Open, To be verified, Verified or Rejected

The first column lists worksheets by unique ID, followed by the user name for the user who created it - in big labs with many Worksheets in the system, this column helps users to find the sheets they are working on. Rejected worksheets will be hyperlinked to their valid copies and vice versa in the 'linked worksheet' column

Analyses are hyperlinked on Worksheets and their Sample views

Worksheet Titles

If you have bika.extras installed, you could enable Worksheet Titles in the Setup, at the bottom of the Analyses tab

Worksheets will then be listed and displayed with the Analysis Categories they contain as 'titles'

Worksheet list with Analysis Categories as Titles in Bika Open Source LIMS

Worksheets manually

Try rather to follow the automation presented overleaf, this here is to describe Worksheet fundamentals:

Creating Worksheets

Video

13.1 Sans templates or instruments. Creating them and adding Analyses and QC Controls

Add QC Controls

13.2 Adding CRMs, Blanks and Duplicates to a Worksheet

Results Capture

13.3 Typing results in, directly or from bar coded prints

Worksheet Correction Factors

Configure Bika's calculations to automatically apply dilution and correction factors, please see Using Calculations for re-factoring Worksheets

Results Verification. Retesting

13.4 Typing results in, directly or from barcoded prints

Worksheet Analyses

Video

Be sure to have enough Analyses available in the system to fill a worksheet with. Analyses available for assignment to Worksheets, have to be in Received state and not assigned to other WSs already

Also see
Export onscreen data. Near all tabled lists and transactional objects can be downloaded as CSV with the click of a button

The Easy way. Using WS Templates

Also see 13.1.1 Create Worksheets from Sample lists

Creating Worksheet Templates

13.5 Templates for frequently used Worksheet layout

Creating Worksheets from Templates

13.6 The above in a few clicks using Worksheet Templates

Export Worksheets to Instruments

13.7 Worksheets can be exported in formats specified for instruments capable of uploading Sample lists before analysing them

Instrument results import

13.8 Result data produced by the instruments may also be uploaded directly if the system is configured to read it's export files

Import manually captured result spreadsheets

13.9 CSV results import, in a table of Sample IDs and their Analyses. It does introduce potential human error and slows down turnaround

Batches and their Samples' Analyses on Worksheets

Worksheets Analyses and QC in Bika Open Source LIMS 700x

In the DB schema

Glossary

Analysis. An. One Analysis, many Analyses. These are the tests included on Analysis Requests ordered by clients, they are date-stamped copies of the Analysis Services configured in the LIMS set-up - they'll be completed with results, to be published to clients after verification. Analyses are assigned to Worksheets for results capturing and verification

Worksheet. WS. A collection of analyses grouped together to be executed at the same work station, on the same instrument or by the same analyst. QC Samples are included on WSs for easy verification of Analyses in context

Worksheet Template. The Bika 'Worksheet Template Engine' is used to create templates including of QC Analyses in fixed positions, from which worksheets can be cloned repeatedly without having to go through lengthy manual processes every time such a worksheet is required for a certain instrument or workstation

The WS Template format is often established by the size of Instrument Sample trays, and which reference Samples, Blanks, CRMs and duplicates, the Methods for the Analyses on the Worksheet prescribe

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