Add a Sample Batch

Samples from the laboratory clients can be imported into the AssayNet LIMS in the Sample Batches page. You can do this manually or directly import from an Excel file containing the samples data. If the samples are part of a routine batch, you can save them as a series in the AssayNet LIMS for future use, saving time whenever routine samples are received at the lab. For more information, see Save a Sample Batch as a Series.

This activity guides you through the initial setup of a new batch. It includes a cross-reference section at the end that outlines three distinct methods for adding samples to the batch. For detailed instructions on loading a series, see Load a Series.

Activity Steps

  1. On the Job Book, click Sample Batches.

  2. Click New.

    The Add Sample Batches screen displays.

    Note: The red line at the end of the boxes indicates mandatory fields.

    Note: Some fields are typically pre-populated with information already stored in the AssayNet LIMS. However, these can still be modified if necessary.

  3. Complete or update the following fields as required:

    • Received By
    • Site
    • Crew
    • Batch Name
    • Description

    • COC Number—The chain of custody (COC) number is a unique identifier to track the samples through all stages of the process. Maximum length of 255 characters.

    • Client

    • Date Received

    • Time Received

    • Work Order

    • Project—AssayNet LIMS applies the project’s analysis package to all samples in the batch.

    • Quote—Assigns an estimated cost for the analysis for the batch.

    • Sample Type—For example, Rock or Pulp. The product or products for the samples are derived from the sample type. Default: The sample type associated with the Project.

    • Prep. Code—Default: The preparation code associated with the Sample Type.

    • Submitted By—Default: The submitter associated with the Project.

    • Invoice To—Default: The invoice recipient associated with the Project.

    • No. of Samples

    • Status—The status can be changed after the batch is logged. Select from pending (default), received, prepped, samples weighed in process, weighed, read, partial approval, ready to report, complete, and on hold.

    • Special Instruction

  4. If the selected project configuration includes personnel to report to, their names are automatically added to the Report To list. To update the list:

    1. Select the personnel in Report To.

    2. Click the right arrow to add the personnel to the list.

    3. Repeat steps a-b for additional personnel as required.

  5. To change the applied package(s):
    1. Select the Package.

    2. Click the right arrow to add the package to the list of applied packages.

      Note: Alternatively, you can click the expand icon to display the Packages screen, where you can search for or filter available packages.

  6. To use the analysis code instead of packages:
    1. Select Use Analysis Code for Setup. Analysis codes refer to specific types of analysis. A package, on the other hand, can include multiple analysis codes.
    2. Select the analysis code.
    3. Click the right arrow to add the analysis code to the list of applied analysis codes.
  7. Flags display on the Sample Batches page and can be used in filters to locate sample batches. To select flag(s):
    1. Select the Flag.

    2. Click the right arrow to add the flag to the list.

    3. Repeat steps a-b for additional flags as required.

  8. Update the Due Date if required.

  9. Select a Shipper if required.

  10. Enter the Shipping Reference if required.

  11. To associate a document with the sample batch:

    1. Click the folder icon next to Document Scan.

    2. Locate the document.

    3. Click Open.
  12. Enter Comments if required.

  13. Click OK.

    The Edit Samples screen displays.

  14. To add samples to the sample batch, see: