Creating a Sample Batch

New Batch

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

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

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

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

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

How to configure the Sample registration form

Click the Manage Form Fields link on the Sample Create Form

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