Sample Group Overview

A Sample Group is a group of samples that are related in some way. They could be related by the type of analysis that needs to be run, the submitter, the project, etc. In ELab, the terms Project, Order and Sample Group are synonymous.

A Sample Group can be made up of any number of samples. The purpose of having a Sample Group is to give the laboratory a quick method for receiving samples, and also for grouping samples together to create a report for all of the samples and analyses in a Project or Order, assign tests/paths, analysts and the like.

Additionally, the Sample Group list page can serve as a quick and easy way to see a list of orders or projects, whether or not they have arrived in the lab, filtered by any criteria you like, e.g. "Received = yes, Submitter = XYZ, Received Date range = 1/20/15-2/30/15, sort by Analyst..." or by Status, Lab Due Date, Priority, etc.

For demonstration of Sample Group (Project/Order) Receiving in ELab, see: Project Receiving (http://files.mylablynx.com/share/eBooks/Movies/d139/d139.html)

To Add or Edit Sample Groups

Navigate to the Sample Groups menu item (this may have been renamed to your preferences, e.g. Order Receiving, etc.).

ELab displays the Sample Groups List, which is a list of all sample groups, or Projects/Orders, in the system for receipt.

To edit, click on a link in the list, or use the filter to find the project or projects you wish to edit. To define a new project, click New .

ELab displays the Project Detail edit screen.

This screen contains a number of component sections and fields to help you comprehensively define a project. These are configured to suit your specific preferences during initial implementation as part of standard setup. Component sections as delivered include:

Sample Group - Basic project details
Submitter - Project sample source details
Sample Group Detail - Area where project entities and their relationships may be defined, including the projects own attributes
Samples - Samples contained in the project
Associated files - Any related files - photos, spreadsheets, graphics, documents, etc. are uploaded and linked here

Complete the fields of the Sample Group (Project) detail screen. Bold fields are required. These may comprise any of the following. Some of these may have been renamed or hidden during setup to suit your specific preferences. Complete the ones that apply to your procedures:

Order - This field is automatically populated with the unique sample group/order number generated by the system according to a format specified by the laboratory.

Order Type - These choices are predefined based on the laboratory's preferences, and are managed in the GEN/Receiving Picklist Management section under Sample Group Type.

Program Type - Select from the predefined programs in the drop-down picklist. These choices are maintained in the managed in the GEN/Receiving Picklist Management section under Program Type.

Location/Department - Enter the location or department associated with this project (may be automatically selected by system based on login, but initially remains editable).

Detail Fields - Miscellaneous text fields for further defining the project. See LabLynx KB:ELab 7 user manual - Label Definitions to specify labels.

Status - System-generated current status (initially "Logged")

Initial Received Dt - Date the project samples were first received.

Received Dt - Date all project samples received.

Billable - Check this box if project is billable.

PO Number - Project's associated Purchase Order Number

Comments - Open text field for adding further project notes. This field is additive and will contain all notes entered over the course of the project.

When required information is entered, click Save . A unique Sample Group Number (Order/Project Number) is generated and displayed. When you click Done the new project or order displays in the Sample Groups List screen.