LIMS — Laboratories (how to use)

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Laboratories

Module: LIMS

Where to open in admin

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

What this screen is for

Maintain lab master data and capacity.

How to use — step by step

1. Define labs, locations, and responsible staff.
2. Link test methods and equipment if applicable.
3. Use lab filter on samples and work queues.

Common buttons & actions

• Add lab
• Edit
• Deactivate

Required permissions

Staff need the lims_labs feature with: view, create, edit, delete.

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.