2 setup records
System foundation
Laboratory-wide settings, traceability, and shared vocabulary.
Configure the lab
Setup Object Reference
Use this reference to understand what each common setup record controls, how it connects to laboratory work, and what to consider before changing it.
Availability varies. Fields, labels, permissions, and enabled components depend on your Clearline implementation. Confirm tenant-specific behavior with Clearline Support before changing controlled configuration.
How to use this reference
- Start with System foundation for laboratory-wide defaults and audit context.
- Move through people, sample, analysis, quality, and material records in dependency order.
- Configure reusable workflow templates only after their referenced records are stable.
This reference covers 35 common setup records. Client records and day-to-day sample records are documented in their workflow guides.
Object map
6 setup records
People & organizations
The people, teams, suppliers, and organizational records that support laboratory work.
10 setup records
Sample & collection
How samples are described, collected, preserved, stored, and disposed.
7 setup records
Analysis & results
The catalog, methods, calculations, units, and fields behind laboratory results.
1 setup records
Quality control
Specifications and reference definitions used to evaluate quality and compliance.
3 setup records
Instruments & materials
Equipment, suppliers, containers, and preservation records used in laboratory execution.
5 setup records
Workflow & reporting
Reusable profiles and templates that turn setup records into repeatable work.
1 setup records
Commercial & materials
Tangible products and the boundary around non-test charges.
Configuration boundary
Use approved change control for identifiers, calculations, specifications, report behavior, and other settings that can affect traceability or customer deliverables. If a record or field is absent, do not infer that it is enabled; ask Clearline Support to confirm the implementation boundary.