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Worksheets

Worksheets let you group analyses from multiple samples and assign them to a specific analyst for batch processing. They're designed for labs where analysts work by analysis type rather than by sample — for example, one analyst handles all calcium measurements for the day, not all analyses for one sample.

When to Use Worksheets​

Use WorksheetsOpen Samples Directly
High daily sample volumeLow volume, ad-hoc samples
Analysts assigned by test typeOne analyst handles a sample end-to-end
QC samples or blanks need to be includedSimple, straightforward workflow
Instrument import in batchesManual result entry, one sample at a time

If your lab runs dozens of samples per day with multiple analysts working in parallel, worksheets will significantly improve throughput and organization.

Creating a Worksheet​

  1. Navigate to Worksheets in the left sidebar.
  2. Click Add.
  3. Select the Analyst who will perform the analyses on this worksheet.
  4. Optionally select a Worksheet Template if your lab has pre-configured templates for common analysis batches.
  5. Click Save.

The worksheet is created and ready to receive analyses.

Adding Analyses to a Worksheet​

Once a worksheet is open, you can populate it with pending analyses:

  1. From the worksheet, click Add Analyses.
  2. A search panel appears showing all analyses in Received status that are not yet assigned to a worksheet.
  3. Filter by sample type, analysis service, or client as needed.
  4. Check the analyses you want to include.
  5. Click Add.

The selected analyses appear in the worksheet table, grouped by sample.

tip

You can add analyses from multiple samples and multiple clients to a single worksheet. The worksheet view groups them for easy review.

Entering Results in a Worksheet​

The worksheet table shows each analysis as a row, with a result entry field in each row.

  1. Enter the result value for each analysis directly in the table.
  2. Click Save at any time to store your progress without submitting.
  3. When all results are entered and ready for review, click Submit.

All analyses in the worksheet are submitted simultaneously. Samples where all analyses are now submitted will transition to To be Verified status automatically.

Out-of-range warnings

If a result falls outside the configured specification, it will be highlighted in the worksheet table. You can still submit, but the flag will be visible to the verifier. See Result Specifications for more.

Verifying from a Worksheet​

Lab Managers can verify results directly from a worksheet view, rather than opening each sample individually:

  1. Open the worksheet.
  2. Review the submitted results.
  3. Click Verify All to verify every analysis in the worksheet at once, or verify individual rows using the row-level action.

Samples where all analyses are verified will transition to Verified status and become available for publication.

Worksheet States​

StateMeaning
OpenWorksheet is active; analyses can be added or edited
To be VerifiedAll analyses submitted; awaiting verification
VerifiedAll analyses verified