Import Samples to a Client Submittal from Excel

A client submittal is an alternative method for receiving samples through AssayNet LIMS. Essentially, a submittal is a compilation of samples that are pre-logged in the AssayNet LIMS by the lab clients. Clients can create these submittals either directly in the AssayNet LIMS using several methods, via the Excel Add-In, or by a utilizing third-party applications such as acQuire.

This guide focuses on creating a client submittal by importing the data from Excel.

After the samples are logged via submittals, they can be retrieved as needed. For information on how to retrieve the submittal, see Retrieve a Client Submittal. The status of the samples can be tracked through the Client Submittal screen, providing real-time tracking. Upon completion and approval of the batch, the results can be emailed to the submitter.

Activity Steps

1. On the Jobs ribbon tab, click Client Submittals.

   The Submittals screen displays.

2. Click New.

   The Add Submittal screen displays.

3. Complete the following fields as required:

   • Submittal Name

   • Submittal Date

   • Client

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

   • Submitted By

4. Click OK.

   The submittal sample ID table becomes active and you can import samples.

5. To import samples from Excel:

   1. Click the Import from File icon.

   2. Browse and select the Excel file.

      The Import Submittal Data screen displays.

      Note: If an import template has already been configured for this project, there is no need to select the data range manually. When an import template is configured, the AssayNet LIMS uses it as the default.

   3. To change the data range:

      1. Locate the Enter the spreadsheet address for the data field group using the Back icon.

      2. Click the icon next to the Column Heading.

         The Obtain Range Object screen displays.

      3. Select the required headings from the spreadsheet.

      4. Click OK.

      5. Click the icon next to the Row Heading.

         The Obtain Range Object screen displays.

      6. Select the required data from the spreadsheet.

      7. Click OK.

      8. Click Next.

      9. Click Match.

         AssayNet LIMS matches any headings that are in both the Submittal and the Spreadsheet tables.

         Note: No data is imported for unmatched headings.

      10. Select the heading from the Submittal and the Spreadsheet tables to manually match the columns.

      11. Click the Add Data Option icon.

      12. Repeat steps 10-11 to match more columns.

      13. Click Next.

      14. Click Finish.

6. Click OK to complete the client submittal.

7. To edit samples and print the client submittal, see Edit a Client Submittal.