Video steps are listed here, from beginning to end:
The Sample information is imported using a CSV spreadsheet format that is not friendly to complete
Copy the online Google sheet that is better formatted and can be populated from validated data ranges uploaded from the LIMS earlier
It has three parts
1. Client information
2. Batch Information
Either an existing or new Batch. The samples will be created there
3. Sample Information
Client Sample ID, Sample Date, Sample Type etc.
Followed by the Analysis Profiles and Tests requested per Sample
It is good practice to save a copy of the sheet per Client for re-use
Start with the Client
If you populated the Lookups sheet you’ll be able to select them and prevent typos
On the 2nd sheet, Lookups
Capture the lists required for the lookups, Clients, Contacts, Sample Types etc.
Capture the Client Name and ID, Contact on row 2
Capture the Batch the samples will be created in’s Title, Description and Client Batch ID
In this example we are going to create 10 samples
Increase the Sample counter in column A
Capture the Client’s Sample IDs
Capture the Sample Date and Time
Capture the Sampler, Sample Point, Sample Type and Container
Repeat for all Samples
On the green row, select the Analysis Profiles and individual tests to request for the Samples
Capture “1” in the cells where Sample IDs and their requested Analyses intersect
Save the sheet as CSV
Go to the LIMS and navigate to the Client’s Imports folder
Previous Imports are listed here
To add and Import, click [+ Bulk Import File]
Select the CSV to Import
Click [Import]
The LIMS read the file and scans it for errors and displays what it found
If there were any errors in the file they’ll be listed with a row number at the bottom of the page
The user may then navigate to the Import’s edit page to fix them (or fix the file and import it again)
When everything is in order, write the data to the database by clicking [Import] on its state drop-down
This action may take a while
The user is returned to the Import’s view page
The Import is in Imported state
He/she can navigate from here directly to the Batch
The Samples now enter standard lab workflow