Daily lab workflow guides

Use this section when you are doing the work inside Clearline LIMS. The guides follow the normal sample path: receive or register work, assign analyses, prepare worksheets or batches, enter results, review work, generate deliverables, and resolve exceptions.

Your tenant may use different names for queues, statuses, worksheets, reports, or client/project fields. Follow your lab SOP when it is more specific than this guide.

Workflow map#

1. Confirm access and dashboard orientation: Getting started and dashboard orientation.
2. Register the sample or confirm it was imported: Registering samples and Bulk sample registration by CSV import.
3. Receive containers and supporting paperwork: Sample reception, labels, chain of custody, and bench sheets.
4. Split, composite, or route work when needed: Sample partitions.
5. Assign or open lab work: Worksheets and batches.
6. Enter results manually or by import: Results entry and Instrument imports.
7. Review QC and exceptions: Run and review QC checks and Handle sample lifecycle exceptions.
8. Approve results and prepare customer deliverables: Review, approval, and publication and Reports and COA generation.

Operational controls to preserve#

• Do not bypass required review or approval steps to rush a report.
• Do not overwrite result values without following your lab's correction procedure.
• Do not change client, method, limit, qualifier, or report defaults unless your role and SOP allow it.
• Do not send a deliverable until sample identifiers, client details, result units, qualifiers, comments, and report template are correct.

When to escalate#

Open a Clearline Support ticket when work is stuck in the wrong status, a required action is not visible, required setup options are missing, an import file is rejected, a report cannot be generated, or output does not match the approved format. Use Get support for the information to include.