Create a Personnel Record

In AssayNet LIMS, a personnel record is the final step in user setup. This record stores essential user information, including full name, login credentials, and user-specific approval level permissions. It also provides access to various configuration options, such as login restrictions, impersonation rights, and site-based access control.

The personnel screen allows administrators to define user filters for different system pages, assign job roles and areas, and upload a digital signature or profile picture.

The configuration options in the personnel form are critical for maintaining data integrity, enforcing role-based access, and optimizing workflow efficiency in AssayNet LIMS.

Activity Steps

  1. In the Laboratory ribbon tab, in the User group, click Personnel.

    The Laboratory Staff screen displays.

  2. Click New.

    The Add Laboratory Staff screen displays.

  3. Complete the following fields as required:
    • Code—Unique three-letter system identifier for the user.
    • First Name
    • Last Name
    • Prefix—The user’s name identifies their system activity but a prefix can be added for clarity or formal identification if required.
    • Suffix—Optional suffix.
    • Login—Username with which the user logs in to AssayNet LIMS. You must create the login in a separate process. See Create Users.
    • Job Title—User's laboratory position or role. If the required job title is not available, click New and enter the job title.
    • Area—Operational area the user belongs to. If the required area is not available, click New and enter the area.
    • Crew—Optional grouping for scheduling or shift tracking.
    • E Mail—Email address for communication.
    • Default Client—Applies only when a specific client should be assigned to the user.
    • Default Contact—Default contact person for the assigned client.
    • Batch Filter—Restricts which sample batches the user can view. Useful when creating a user for a specific client, ensuring visibility only for relevant sample batches. To use this option, a saved filter must be available. For more information, see Filter Data in the Sample Batch Page.
    • Client Job Filter—Useful when assigning a user to a specific client, ensuring they can view only the associated client jobs. To use this option, a saved filter must be available. For more information, see Filter Data in the Client Jobs Page.
    • Lab Job Filter—Limits access to specific laboratory jobs.
    • Instrument Run Filter—Restricts access to instrument runs.
    • Signature File—Digital signature that can be automatically retrieved in reports. Click Browse to locate the signature image file.
    • Picture—User profile photo for ID cards and identification. Click Browse to locate the picture.
  4. In the Auto-Login category group, complete the following:
    1. Password
    2. Repeat Password
    3. Employee ID

    Note: The Auto-Login fields are intended for automatic login to AssayNet LIMS by scanning a barcode of the user's login credentials. This feature is not currently available.

  5. In the Options category group, select options as required from:
    • Active—Enables the user account. Must be checked for the user to access AssayNet LIMS. Default: Checked.
    • Allow Impersonation—Allows the user to act on behalf of other users, typically for troubleshooting or administrative purposes.
    • Allow Viewing Clients—Grants permission to view client-related data. Default: Checked.
    • Allow Multiple Login—Permits the user to be logged in on multiple devices or sessions. Default: Checked.
    • Restrict by Site—Limits the user's access to data from only the assigned site.
    • Change Password at Next Login—Forces the user to update their password the next time they log in. Commonly used for first-time access or password resets.
  6. In the Signature File category group, upload a picture file of the signature if required.
    1. Click Load File.

      The Select File window displays.

    2. Locate the file.

    3. Click OK.

  7. Click OK.

  8. To assign the corresponding approval levels:
    1. Select the personnel.
    2. Click Setup » Approval Levels.

      The Personnel Approval Levels screen displays.

    3. Select the required level or levels for the selected personnel from the Available list.
    4. Click the Add Approval Level icon to assign the level.
    5. Click Close.