Order of Configuration

The configuration items are not necessarily discussed in the best sequence for setting the LIMS up, e.g. to correctly configure the Analysis Services the lab offers, you'll need the Lab departments, Methods, Instruments, Calculations, etc. to be populated first. This page tables the order in which to structure the systematic configuration

Accessing the Configuration pages

Navigate as labmanager to the Setup from the 'cog', or 'gear' icon at the top right of all screens

All Setup tables can be accessed from the tiled page that opens:

Regardless of whether you configure your LIMS manually through the browser, or by importing setup sheets, follow the sequence below to build the configuration from the bottom up

In the user interface, this will ensure all lookups are populated as the implementer progresses up the pyramid to Analysis Services and Profiles, Worksheet and Reference material Templates

In bigger implementations, using the import sheets are recommended for doing as much as possible that way upfront. Following the order below, ensures database integrity in the sheets and a faultless import

Set-up. System defaults

At the start of your system's setup, main considerations before diving deeper

It is always satisfying to brand your LIMS at this point 

2 The Lab

Lab Information Contacts, Departments

Users and Groups

Clients and Client Contacts

5 Suppliers

Samples and Sampling

Containers and Preservation

Sample Types / Products
Sample Points

Methods and Instruments

Analysis Services.  Categories

Results Calculations

10 Analysis Profiles and Sample Templates

11 Product Specifications

12 Reference Standards, Reference Samples

13 Worksheet Templates