QC setup

On this page

• What your team can manage
• Clearline-managed
• Add or update a QC/reference definition
• See also

QC setup controls the reference materials and definitions used to evaluate lab quality checks. Treat QC records as controlled data.

What your team can manage#

After Clearline training, users with separately authorized QC/system permissions may maintain:

• Reference/QC definitions that the lab owns.
• Routine activation/inactivation of QC definitions.
• Basic QC metadata used by worksheets and result review.

Clearline-managed#

Clearline manages:

• Initial QC setup and migration.
• Complex QC rules, calculations, charts, and report behavior.
• QC setup tied to automated imports, client packages, or regulatory deliverables.
• Any production correction to historical QC data.

Add or update a QC/reference definition#

1. Open System Setup > Reference Definitions.
2. Select Add or open an existing definition.
3. Enter the approved title and description.
4. Save.
5. Validate the QC definition in an approved non-production tenant or designated test environment with synthetic records before promotion. Do not create test records in a live tenant without explicit authorization and a cleanup plan.

See also#

• Worksheets Batches
• Results Entry
• Common Troubleshooting