LIMS.eu

Navigation

Access sample management via:
Navigation bar → Samples → Manage Samples

Overview

The sample management allows you to:

• View all samples in a clear overview, grouped by orders.
• Create, view and edit individual samples.
• Batch edit multiple samples simultaneously.
• Execute sample actions such as label printing or data export on selected samples.
• Search and filter samples using quick search, simple search and advanced detailed search.
• Use dropdown filters and saved filters for frequently used search criteria.

The figure shows how the sample management page looks in the LDB. The functions are described below.

Figure: Sample Management Overview

Description of the tabular overview

The samples are displayed in a tabular overview. The following table describes the columns.

Note: All blue texts in the samples list are clickable links to the respective data types (customer, order, sample, related files, etc.).
Some of the columns are always present, others are configuration-dependent. Likewise, the naming of the columns is partly configuration-dependent.

Functions

Add new sample

Create a new sample directly via sample management.

• Click the green button + Add Sample at the top right. For more information see: Add/Edit/Delete samples

Edit existing sample

Modify the data of an already recorded sample via the edit function.

• Place the mouse pointer on the sample number highlighted in blue and click on the gray pencil icon that appears.
• Alternatively: Click on the sample number highlighted in blue and then on the orange button Edit Sample.

View sample

Open the complete detailed view of a sample to view all associated information.

• Click on the sample number highlighted in blue to switch to the detailed view of the sample.

Select samples

To select samples and make them available for further actions, you have the following options:

• Select specific samples: Activate the checkbox directly to the left of the sample number.
• Select all samples of an order or multiple orders: Activate the checkbox below the order number to select all visible samples of this order.
• Select all samples: Activate the checkbox select all at the bottom of the sample list on the left side to select all visible samples on the current page.

Edit samples collectively

Edit multiple samples simultaneously to change master data efficiently and consistently.

• Select the desired samples by clicking in the corresponding checkbox.
• Click Edit to switch to the view for collective editing of the selected samples. In this view, you can change master data, assign a different order, change the status, add or remove parameters, and make other changes.

Additional sample actions

Execute predefined actions on selected samples, such as label printing or data export.

• Select the relevant samples (see above).
• Select one of the available actions (configuration-dependent) from the dropdown at the bottom of the sample list.
• Click Show to apply the selected action to the selected samples.

Examples of configuration-dependent sample actions:

• Display Results table
• Print Labels
• Record Sample inspection via input mask
• Display Worksheets
• Send data to an external system

Search functions

Various search options are available to find samples quickly and precisely - from simple quick search to detailed filtering.

Quick search
Quick search enables you to search across data types in the LDB without having to switch to the respective area first.

• Click the Search field in the menu bar at the top left.
• Enter your search term. Search for example for a sample number, sample name, an order, customer, etc.
• Press Enter to execute the search and display the found data in the sample list.

Note: The quick search can also be activated at any time using the keyboard by pressing the s or / key.

In the quick search, you have two search modes:

• Cross-area search: Entering your search term lists the found entries across all areas (Samples, Orders, Documents, Processes, Offers, etc.).
  Example: Entering Testing displays the Samples, Orders, Documents, Processes, Offers ... that are found for this term.

• Search shortcut system: By entering special search shortcuts following the pattern Area:SearchTerm, you can search specifically for samples, customers and other data.
  Example: Entering samples:Testing lists only the samples associated with the term Testing.

Click on / or ? to display an info box showing all available search shortcuts and links to searches within the data types.
You can use either the first letter of the search shortcut, e.g. s:123 for samples, or the full search shortcuts such as samples:123 or customers:123.

Figure: Search shortcut info box

Simple search

• Use the search field directly above the sample list (magnifying glass icon) for quick searching within the sample list.
• Enter your search term, click the magnifying glass icon or press Enter to start the search.

Advanced search / Detailed search

With the detailed search mask, you can filter samples based on specific criteria and combinations, e.g. by Date, Customer, Order, Responsibility, Status, Tags, Reports, Attachments or specific parameters.

• Click the slider icon in the search field directly above the sample list to expand the comprehensive search mask.

For example, you can find all samples where the parameter Conductivity is selected and the pH value > 4.7.

Figure: Advanced search / Detailed search

Info: If you have a link from a scanner and want to search for the sample name, you can use the following link:
https://labordatenbank.com/demo/samples/find/SampleName
e.g.: https://labordatenbank.com/demo/samples/find/P-12345

Additional search and filter functions

Use frequently used search criteria via the dropdowns in the top menu bar.

• Save individual filters for regular use and access them under My Filters or Public Filters. For more information on filters, see: Save sample search as filter
• Use the dropdown filters for Status, Label and Tags.
• Display all samples marked as important using the filter with the Star symbol.

Sample sorting and pagination

The sample list is divided into pages, with the same number of samples displayed per page. There are various options for sorting samples in the sample list.

Number of samples per page

• The sample list displays a standard number of samples per page.
• Set the number of samples per page in the Navigation bar → Settings → System configurations → Samples. (Note the required access rights.)
• In the expanded search mask for the advanced search, you can adjust the number of samples displayed in the search results at the bottom right. A maximum of 2000 samples per page can be displayed.

Sorting logic
The sample list is sorted according to the configured sample sorting. Your customer support team can set this up for you.
Example: Descending sorting by sample number or date.

Grouping by orders
If multiple samples belong to an order within a page, they are displayed together under that order. The order is inserted at the position where its highest sample number fits chronologically.

Display of orders without samples
Orders that fall chronologically between the displayed orders but do not contain any samples from the current page are inserted into the sample list without samples. This ensures a complete chronological overview.