Administration Overview
Most setup work happens during onboarding. Lab managers may have access to some configuration areas, but Clearline manages infrastructure and advanced configuration.
Common Setup Areas#
On a small screen, scroll the table horizontally to view every column.
| Setup Area | Examples |
|---|---|
| Lab setup | Lab contacts, departments, suppliers, ID server |
| Samples | Sample types, sample points, containers, preservations |
| Analyses | Services, methods, calculations, interim fields, units |
| Quality | Specifications, reference definitions, QC rules |
| Workflow | Profiles, sample templates, worksheet templates, report templates |
| Communications | Email settings, publication preferences, portal access |
Configuration Order#
Setup data has dependencies. Sample types, methods, and analysis services should be configured before profiles and templates. Specifications depend on analyses and sample types. Worksheets depend on analysis services, methods, departments, and sometimes instruments.
Clearline-Managed Areas#
Clearline typically manages:
- Tenant operations, access controls, backup schedules, and monitoring are confirmed in the implementation and operating scope
- Tenant setup and planned upgrades
- Report templates and custom exports
- Advanced ID server changes
- Integrations and instrument import/export mappings
- User creation and role assignment, unless delegated
Customer-Managed Areas#
Depending on role and tenant policy, users with separately authorized operational roles may manage approved routine records.
Installation Boundary#
Hosting, deployment, backup, monitoring, and infrastructure responsibilities follow the executed service agreement and operating scope. Do not attempt to modify server configuration, database records, or deployment settings. Ask Clearline Support about infrastructure changes.