LIMS — Lab Dashboard (how to use)

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Lab Dashboard

Module: LIMS

Where to open in admin

1. Log in to Admin.
2. Open sidebar menu LIMS.
3. Click Lab Dashboard.
4. Direct route (for admins): admin/lims

What this screen is for

Summary view of KPIs, open items, and shortcuts into daily work in LIMS.

How to use — step by step

1. Open this dashboard after login to see counts of open/pending records.
2. Use widgets or summary cards to jump into lists (e.g. pending approvals, low stock, overdue tasks).
3. Filter by date or status if filters are shown.
4. Click through to the underlying list screen to action items.
5. Refresh during the day; numbers update as staff post transactions.

Common buttons & actions

• Open record
• View report
• Export (if available)

Required permissions

Staff need the lims_dashboard feature with: view.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

• Enable laboratory management features
• For non-numeric results
• Send email to lab manager or client when a result is QC approved.
• Download test results as CSV or Excel with optional filters.
• Generate COA or test reports from individual sample pages.
• Allow clients to view completed samples and download COA from the customer area.
• Add authorized signatory lines on generated COA PDFs.
• Automatically enable portal visibility when all tests are QC approved.
• Share this sample and COA with the linked client in the customer portal.
• Completed samples and certificates shared with your organization.
• CSV columns: method_code, method_name, unit, min_value, max_value, target_value, turnaround_days, price
• CSV columns: lab_id, sample_code, sample_type_id, client_id, plant_id, priority, source_reference, description
• Inventory items consumed when a test result is QC approved (requires Inventory Management module).

Related guides

See the LIMS overview for module-wide workflows, API, and setup.