Use these fields to manage the sample type’s definition that you will use to categorize sample records.

To make changes, navigate to: Preferences > Sample Types. 


  1. Create a new sample type
    • Enter the name in the box next to the + icon and click Update & Save.
    • If you already have a predefined list of sample types, you can add them in bulk using the CSV import option. The file should contain one column with no header, listing all sample types.


Note
  • Adding new sample types from this menu is limited to administrator users.


  1. Delete a sample type
    Existing sample types can be deleted only if they are not used in any records. Click the bin icon to remove a sample type.
  2. Rename a sample type
    Click on the sample type name, edit it, and then click Update & Save.
    Renaming a sample type will automatically update all existing records.


During record creation or editing in the Samples module, Super Administrators, Administrators, and Staff+ users can also add new sample types using the Quick Add Sample Type pop-up.