Clearline LIMS configuration guides
Configuration controls what users see during intake, analysis, review, reporting, exports, and integrations. Small setup changes can affect regulated deliverables, so use self-service configuration only where your role and SOP allow it.
Configuration areas#
- Setup object reference — purpose, core fields, relationships, examples, and configuration guidance for common setup records.
- Clients, contacts, and sample points: customer accounts, contacts, projects, locations, and routine receiving details.
- Analysis services and profiles: the requested work, method grouping, panels, and common sample packages.
- Specifications, limits, and qualifiers: reporting limits, acceptance criteria, qualifiers, and customer/program requirements.
- QC setup: control materials, blanks, spikes, duplicates, frequency rules, and review expectations.
What your team can manage#
Use Users & Access to maintain ordinary users and approved group membership. Contact Clearline for new report templates, major workflow changes, integration mappings, identity configuration, data migrations, regulatory wording, or changes that require managed configuration or validation.
When in doubt, open a Clearline Support ticket before changing setup that affects sample identity, result interpretation, QC decisions, or customer deliverables.
Setup change checklist#
- Identify the workflow affected by the change.
- Confirm who approved the change under your lab SOP.
- Review any downstream reports, exports, imports, and integrations.
- Make the change in the correct tenant and record the reason.
- Check the affected workflow according to your lab's approved change process before relying on the new setup.
- Notify affected users before relying on the new setup.
Support escalation#
Open a Clearline Support ticket for setup changes that require Clearline-managed configuration, report/template work, integration mapping, identity coordination, or uncertainty about downstream impact.