Set up the Laboratory Job

Once a laboratory job is created, it is ready for pre-analysis data entry. This includes all the samples associated with the analysis code from the client job. The laboratory job can be formatted based on a configured template that incorporates the required QC and ensures that both the samples and QC are positioned as specified. For more information, see Add a Laboratory Template.

However, the setup is flexible, allowing for manual modifications. You can add new QC samples, adjust the template, or make other changes as needed. This activity describes the various modifications that can be made through the Setup screen in the laboratory job, enabling you to customize and prepare the job as required.

Activity Steps

1. In the Laboratory Job page, locate and select the Job Number.

2. Click Setup.

   The Create Laboratory Job screen displays, with information about the laboratory job in the top-left corner.

3. To change how the sample IDs are displayed, select from:

   • Lab Code—A unique identifier for each sample, combining the batch code and its sequence number as listed in the table.

   • Client ID—The name assigned by the client to each sample in the batch. Also the default column used for the sample ID.

4. To use or update a template:

   Note: A laboratory job template can be assigned to a laboratory job during its creation from the Client Job page (see Create a Laboratory Job). If laboratory jobs are automatically created after a sample batch is logged, the Package associated with the job may have a default template assigned. In the Setup page, you can assign a new template to modify the existing one. However, please note that this action is permanent and cannot be undone.

   If a different template is used and one or more instrument runs are attached to the laboratory job with results recorded, a new laboratory job cannot be created using a different template. The laboratory job status must read as Open to allow template changes.

   1. Select Use Template.

   2. To select all available Templates, click Show All Templates.

   3. Select the required template. Only templates assigned to the analysis code for the sample batch are selectable.

   4. Click Create.

      An AssayNet LIMS warning message displays, indicating that the action will overwrite any existing data.

   5. Click Yes to continue.

5. To modify how the sample table displays.
   1. In the Options category group, select from:
      • Hide QC—Hides all the QC from the table.
      • Show Analysis Line Number
      • Show Rack Line Number
      • Show Sample Line Number

   2. To change the position of the samples in the table:

      1. Select the sample row.

      2. Click the Move Sample Up icon to move the sample up.

      3. Click the Move To Top icon to move the sample to the top of the list.

      4. Click the Move Sample Down icon to move the sample down.

      5. Click the Move To Bottom icon to move the sample to the bottom of the list.

   3. To create a new rack break or remove one:

      Note: You can introduce new rack breaks or remove existing ones in the Setup screen. A rack break allows you to split the samples into multiple pages in the Data entry screen, with each page corresponding to the rack breaks.

      1. Select the row above where you want to insert the rack break.

      2. Click the Insert Rack Break icon.

      3. Select the row above the rack break that you want to remove.

      4. Click the Remove Rack Break icon.

6. To modify the samples in the table:

   Note: You can add or remove samples that are available in the client job attached to the laboratory job. Additionally, you can insert extra QC samples as needed.

   1. To remove a client sample or QC sample from the table:

      1. Select the sample row.

      2. Click the Remove Sample icon.

   2. To add a client sample:

      1. Click the Samples tab.

         The list of available samples displays.

      2. Select the Sample ID from the Samples list.

      3. Click the Add Sample icon.

         Note: If a sample that is added already exists in the table, it will appear as a duplicate of the existing sample.

      4. Select Replace Existing. If checked, the client sample added replaces the one selected in the table and its not added as duplicate.

   3. To add a QC sample:

      1. Click the QC Samples tab.

         The QC samples interface displays.

      2. Use the QC Type and Type fields to filter for the required QC.

      3. Select the Name of the QC.

      4. Click the Add Sample icon.

         The new QC displays above the selected sample.

      5. Select Replace Existing. If checked, the QC sample added replaces the one selected in the table.

7. Click Close.

   The changes reflect in the Lab Job Data screen.