This guide describes the step-by-step process for creating and managing worklists. Worklists group samples by lab method or instrument for more efficient batch processing.
Before you begin, make sure the following data exists:
| # | Prerequisite | Why it's needed | Page |
|---|---|---|---|
| 1 | Samples | Received samples are needed to add to the worklist. | Samples |
| 2 | Lab Methods | A worklist can optionally be linked to a lab method. | Lab Methods |
Tip: Create samples first and ensure their status is "Received" before adding them to a worklist.
Go to the Worklists page from the main menu. A table of existing worklists is displayed.
The visible table columns are:
| Column | Description |
|---|---|
| Worklist Date | Creation date |
| Name | Title of the worklist |
| Lab Method | The laboratory method |
| Status | Open or Completed |
Click the "+" button on the toolbar to open the creation form.
Fill in the fields:
After saving, the form automatically switches to edit mode and the "Worklist Samples" section appears.
There is no separate add button: set a receipt-date range and/or type at least 2 characters in the search field to show available samples (samples already on this worklist are excluded). Check the ones you want (or use "Select All"/"None" for bulk selection) and click Save in the dialog to add them. You can add multiple samples at once.
Samples are displayed with their code and the client's full name (no reception date in the results list).
When the worklist has samples and the method defines elements, a measurement grid (bench-sheet) appears: rows = samples, columns = the method's elements. Every method column stays visible so you can key across the whole grid.
Key values fast directly in the cells, without the mouse:
6,8 or 6.8)As soon as you edit a cell, the "Save Measurements" button appears (with an "Unsaved changes" hint). Click it to save the whole grid.
Saving runs the ISO 17025 checks — e.g. if an instrument doesn't meet requirements (calibration/verification overdue, §6.4), the save is blocked and the blocking instrument is shown inline in the dialog.
Alternatively, "Import Measurements" loads values from a file or paste.
After all samples have been processed, change the status to "Completed". A worklist with status "Completed" serves as a historical record.
Type in the search field for quick text filtering.
Click the filter icon to open the filter panel:
| Filter | Type | Description |
|---|---|---|
| Created From | Date | Range start date (creation date) |
| Created To | Date | Range end date (creation date) |
| Max Records | Number | Record limit, for prints and CSV export only (default: 200) |
Can a sample be in multiple worklists?
Yes, a sample can belong to multiple worklists — for example one for ICP and one for AAS, if different analysis methods are required.
How do I move a worklist from "Completed" back to "Open"?
Open the worklist in edit mode and change the status from "Completed" to "Open".
What happens if I remove a sample from a worklist?
The sample's data is not affected, but any values entered for that sample within this worklist's measurement grid are deleted along with the link.
Do I have to mark worklists as completed?
It is not mandatory, but recommended. Worklists with status "Completed" serve as a record of completed batches.