Import Samples to a Client Submittal from a Text File

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 utilizing third-party applications such as acQuire.

This guide focuses on creating a client submittal by importing the data from a text file with a CSV extension.

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. Import the samples from a text file:

   1. Click the Import from Text File icon.

   2. Browse and select the comma-delimited file.

6. Click OK to complete the client submittal.

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