Skip to main content

Scenario Playbooks

Use these playbooks as practical workflows. Your tenant labels may differ slightly, but the states and decisions are the same.

Scenario 1: Routine Client Sample​

  1. Open the client.
  2. Add a sample with the correct contact, sample type, date sampled, and profile.
  3. Save and print labels if needed.
  4. Receive the sample when it arrives.
  5. Assign analyses to worksheet or enter directly.
  6. Submit results.
  7. Verify.
  8. Publish the COA.

Scenario 2: Physical Sample Arrives Before Registration​

  1. Inspect the sample and COC.
  2. Create the client/contact if missing.
  3. Register the sample using the physical collection details.
  4. Receive immediately, or rely on auto-receive if enabled.
  5. Attach the COC scan.

Scenario 3: Out-of-Range Routine Result​

  1. Save the result to trigger range checks.
  2. Review the specification flag.
  3. Check QC, instrument status, sample condition, and calculations.
  4. Add interpretation or remarks if required.
  5. Submit only when lab SOP allows.
  6. Verifier decides whether to verify, retract, rerun, or reject.

Scenario 4: Result Needs Retesting Before Verification​

  1. Verifier opens the submitted sample or worksheet.
  2. Selects the affected analysis.
  3. Uses Retract and adds a reason.
  4. Analyst corrects or reruns the result.
  5. Analyst submits again.
  6. Verifier reviews and verifies.

Scenario 5: Published Report Had an Error​

  1. Do not edit silently.
  2. Notify lab manager.
  3. Locate the published report and audit trail.
  4. Follow invalidation/amendment process.
  5. Document the reason, corrected value, and client notification.
  6. Publish amended report according to lab policy.

Scenario 6: Batch Bench Work​

  1. Receive all samples.
  2. Create worksheet from a template.
  3. Add unassigned received analyses.
  4. Add QC controls/blanks/duplicates.
  5. Enter results.
  6. Submit worksheet.
  7. Verifier reviews routine and QC data together.

Scenario 7: New Test Requested​

  1. Do not create an ad hoc result field on a live sample unless authorized.
  2. Send support the test name, method, unit, detection limits, precision, category, price if used, and report expectations.
  3. Clearline configures or updates the analysis service.
  4. Add the service to profiles/templates if it should be routine.

Scenario 8: Client Needs Portal Access​

  1. Confirm the contact belongs to the correct client.
  2. Confirm the email address.
  3. Request portal access from support.
  4. After access is granted, the contact can view only their organization’s scoped data.