System Foundation Setup Objects

Laboratory-wide settings, traceability, and shared vocabulary.

Availability varies. The descriptions below explain common operational meaning. Fields, labels, permissions, and availability depend on your Clearline implementation.

Clearline Setup#

The laboratory-wide configuration hub. It holds defaults and policies that affect identification, reporting, email, sampling, worksheets, pricing, security, and general behavior.

Example

Set sample identifiers to follow a consistent pattern such as LAB-2026-000123 and establish the default date, currency, and report settings.

Core pieces: Laboratory identity and contact details
Sample and analysis identifier formats
Date, number, decimal, unit, and reporting defaults
Sampling, reception, review, verification, and publication behavior
Worksheet and QC defaults
Email, attachment, sticker, and report settings
Pricing, tax, and currency defaults where enabled
Connects to: All setup and workflow records. A change here can affect future records across the tenant.
Configuration guidance: Treat this as controlled configuration. Record the reason for changes, verify the change through your laboratory’s approved change process, and avoid changing identifiers or report behavior casually.

Audit Log#

Provides a trace of recorded actions and changes for accountability, troubleshooting, and review.

Example

A supervisor reviews who changed a sample’s status from Received to Invalid, when it happened, and which record was affected.

Core pieces: Actor/user
Date and time
Affected record
Action or transition
Recorded change details available to the user’s role
Connects to: Workflow and setup records across the tenant.
Configuration guidance: The audit log is evidence, not editable master data. Access should be role-controlled, and the available detail depends on the action and enabled components.

Next step

Return to the object map, continue through the setup journey, or contact Clearline Support for tenant-specific guidance.