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Navigation

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

The figure shows how the sample management page looks in the LABORATORY DATABASE. 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 table 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 configuration-dependent.

Functions

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 LABORATORY DATABASE without having to switch to the respective area first.

• Find the quick search field in the navigation bar at the top left.
• Focus the search field using the / or s keys or click in the search field with your mouse pointer and enter your search term.
• You can design your search specifically or comprehensively.
  You have the following options:
  • Cross-label search: Entering your search term lists the found entries across all labels.
    Example: Entering Testing displays the Samples, Orders, Documents, Processes, Offers ... that are found for this term.
  • Search shortcut system: Search quickly and specifically in specific data areas by using search shortcuts. Use the search shortcuts according to the following pattern: Area:SearchTerm
    Example: Entering samples:Testing lists only the samples associated with the term Testing.

Simple search

• Use the search field directly above the sample list (magnifying glass icon) for quick, comprehensive searching within the sample list.
• Click the magnifying glass icon or press Enter to start the search for the entered text.

Advanced search / Detailed search
With advanced search, you can filter samples specifically based on specific criteria and combinations.

• Use the expandable, comprehensive search mask for specific search with many filter options.
• Click the slider icon in the search field directly above the sample list to open the comprehensive search mask.

Additional search and filter functions
Use predefined filters and saved filter settings for frequently used search criteria via the dropdowns in the top menu bar.

• Use the dropdown filters for Status, Label, and Tags.
• Display all samples marked as important using the filter with the Star symbol.
• Find individually saved filters for regular use under My Filters or Public Filters.

For more information on filters, see: Save sample search as filter

Add new sample

Create a new sample directly via sample management.

• Click the green button + Add Sample at the top right.

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.

View order

Switch to the order overview to view all information and samples of an order.

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

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

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.