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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#
| 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, lab managers may manage routine clients, contacts, sample points, remarks, and day-to-day sample records.
Installation Boundary#
Clearline handles all deployment and server-level setup for hosted tenants. Your team uses the browser application; server installation, hosting, and infrastructure changes are managed by Clearline. Do not attempt to modify server configuration, database records, or deployment settings. Ask Clearline Support about infrastructure changes.