Registering Samples

Sample registration creates the record your lab will track through receipt, analysis, verification, and publication.

Before You Register

Confirm you have:

Required Item	Notes
Client	The owner of the sample
Contact	Required for report delivery and sample ownership
Sample type	Drives ID prefixes, retention rules, and available analyses
Date sampled	Required for traceability and holding-time decisions
Requested analyses	Selected manually or through a profile/template

Register One Sample

1. Open the client record.
2. Go to samples and select Add.
3. Select the contact, date sampled, sample type, sample point, and priority.
4. Choose an analysis profile or select individual analyses.
5. Add remarks, client sample ID, or attachments if needed.
6. Save.

The sample is created in Sample Due status unless your lab uses auto-receive.

Register Multiple Samples

For repeated intake, use the multi-sample form where configured. Fill shared values once, copy them across rows, then adjust sample-specific fields such as sample point, collection time, or requested profile.

Use Analysis Profiles

Profiles add a preconfigured set of analyses. Use them for common panels like routine drinking water, wastewater, metals, microbiology, or customer-specific packages.

Profile-added analyses may be locked. Locked analyses preserve the profile’s required test set and prevent accidental removal.

Use Sample Templates

Templates can prefill sample type, analyses, sample point, container, preservation, or other routine values. Use templates when the same intake pattern repeats often.

Copy an Existing Sample

Copying a prior sample is useful when the client, sample type, sample point, and analyses are nearly identical. Review every copied field before saving; do not assume collection date, priority, or contact are still correct.

Attachments

Use attachments for chain-of-custody files, client paperwork, field photos, instrument files, or supporting documents. Use descriptive file names and avoid uploading unrelated documents to the sample record.

Common Registration Mistakes

Issue	Fix
Missing contact	Add or activate a contact under the client
Wrong sample type	Correct before receiving if possible; contact support if IDs have already been issued
Wrong analyses	Use Manage Analyses before verification
Duplicate sample	Cancel the duplicate and note the correct Sample ID