LIMS — Test Categories (how to use)

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Test Categories

Module: LIMS

Where to open in admin

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

What this screen is for

Work with **Test Categories** records inside LIMS (list, create, edit, and process according to your role).

How to use — step by step

1. Open the screen from the module sidebar menu.
2. Use Search / Filters to find existing records.
3. Click New or Add to create a record; fill required fields marked with *.
4. Save as draft if the module supports drafts; otherwise save and continue editing.
5. Use Edit on a row to update; use Delete only when policy allows and no dependencies exist.
6. If an approval workflow exists, submit the record and ask an approver to approve/post.
7. Use related Reports or Dashboard widgets to verify the outcome of your work.

Common buttons & actions

• New / Add
• Edit
• Delete
• Filter
• Export
• Approve/Post (if enabled)

Required permissions

Staff need the lims_test_categories 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.