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LSM Usage Guide – From Job Request to Results Reporting
This is a guide for using the LSM for daily testing of samples. This will presume that LabCollector and the LSM are already prepared with the appropriate settings, parameters, records, tests etc. If this is not the case, please review the series of LSM knowledge base posts on setup and configuration of this add-on.
In this example we will begin with multiple scenarios for accessioning samples and receiving job requests. After the samples and jobs are received, there is a single procedure for recording test results.
1a) The LSM Remote is used by requesters (i.e. your clients) to make job requests. Then labeled samples arrive at the testing facility.
1b) Samples arrive at the testing facility with job/test/sample details physically attached, i.e. box of samples with shipping slip or the quote/invoice.
If the LSMremote is used, the client/requester will either go directly to the LSMremote or to the portion of your website where the LSMremote is embedded.
The client will need to select and complete the form:
- Select the tab to ‘Submit order’
- Select a test or panel/category of tests
- Complete the form for Job Level data.
- Complete the form for Sample level data
- Save. This sends the job request to the LabCollector LSM
After saving, a message will indicate the order was sent:
Clicking on the tab ‘Get results’ will show the pending request.
To add a job when samples arrive at the testing facility with job/test/sample details physically attached, i.e. box of samples with shipping slip or the quote/invoice. Testing facility staff accession the materials and use the LSM directly.
If samples will be retained e.g. for regulatory reasons or for potential retesting, it is recommended to enter the sample data into the LabCollector samples module to note a storage location.
If large numbers of samples are added at this time, provide clients a csv template to complete. Then, use the mass record import function via Admin > Data > import.
If samples are disposed of as a result of testing or will not be retained, skip the following steps on entering a record in the samples module.
Then select the button ‘Add New Record’. Complete and save the information on the form. Make sure to also complete the storage data section of the form.
Then memorize the record by clicking the icon in the row for the record. Multiple records may be memorized.
Navigate to the LSM. From the home screen select ‘Add Job’ under the job menu.
A form will allow entry of data about the job and sample(s). Job level information applies to all samples. Note that the fields to record job and sample level information may be customized for each testing facility.
- Enter information in each field for Job Level information.
- Select method for adding samples to the job
- Manually via ‘Add row’
- ‘Import CSV’ for file upload. Files must be in correct format.
- Selection of memorized items via ‘Memorized records’
3. Edit/enter sample level information as needed. NOTE: Tests are selected per sample.
Within the LSM, navigate to the job list:
From the job list an admin may adjust the assignment of staff for the job, assign samples to batches, or edit other details about the job. Left click to directly edit values. Use the ‘Group by’ button to change the organization method to organize the view by job, test or batch.
Right clicking on a job, test or sample will bring up a menu for editing and managing the job, test or sample:
e.g. if assignments is selected a popup will show details about the job and samples. The information under assignments may be edited by clicking. Some fields are drop-down menus others accept text.
Note that the job list provides multiple views to easily organize by job, sample, test or batch. Sorting, filters and/or searches may be applied to each column of the job list. This allows easy organization to find a desired sample, test or batch organized by status, priority, expected date, operator etc.
Double clicking on a sample, test or batch will allow entering information either per job, test, sample or batch.
Single sample or test view. Input parameters, Reagents & Supplies, protocols and equipment may be entered.
Once a job is started, clicking on the job list to can be done to enter results per job, test, sample or batch. The forms will adapt based on the tests. Note that connected instruments may automatically complete some information.
When a job is complete the results can be sent in various forms or the data can be extracted to incorporate into other files. Right click on the job, sample, test or batch and see the options available under ‘Report’. If the LSMremote is being used, the results will be presented and available there. Emailed results will be sent to the requester email that exists within the LSM.
A Calendar view for the lab is also available. Within the LSM Navigate to Job > Calendar. View by day, week or month. A PDF of the calendar may also be generated. The jobs listed here may be clicked to review or edit details.
Invoices can be generated by navigating to Admin > Requesters. Search/filter to find a requester.
And select the tab for invoices for the requester. Then click on the desired invoice to review and edit it. Invoice details can be edited before generating the form.
Invoice details may also be exported as CSV or IIF (accounting format).