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Handle sample lifecycle exceptions in Clearline LIMS
Use documented exception steps when a sample should not continue through the normal received, tested, reviewed, and reported path.
Common exception types#
- Cancellation: the sample should not continue because the request changed or work is no longer needed.
- Rejection: the sample cannot be processed because intake, condition, custody, or requirement issues prevent valid work.
- Invalidation: a result, worksheet, or sample outcome should not be used because the data is not acceptable.
- Correction or rework: the record needs an approved change before review or reporting continues.
Before changing status#
- Confirm you have the right sample, client, project, and identifier.
- Review your lab's criteria for cancellation, rejection, invalidation, or correction.
- Check whether related worksheets, results, reports, invoices, or client communications may be affected.
- Add notes or reason codes according to your lab's quality process.
- Ask a reviewer or manager before changing status if the impact is unclear.
Cancel or reject a sample#
- Open the sample record.
- Confirm no report or deliverable should continue for the sample.
- Select the approved cancellation or rejection action if your role allows it.
- Enter the required reason, notes, and supporting details.
- Save the change and confirm the sample no longer appears in active work queues.
Invalidate or correct results#
- Open the affected result, worksheet, or sample record.
- Review the current review and publication state.
- Follow your lab's approval path for invalidation or correction.
- Enter the required explanation and supporting notes.
- Confirm the record is routed back to the correct review state.
See also#
Need help?#
If the workflow does not match what you see in your tenant, contact Clearline Support with your tenant name, affected page, what you expected, and what happened.