How to search in LSM?
LSM add-on is for test labs where it offers to create jobs for tests, reports, invoices, and many more options to make testing more efficient. As a lab can have a lot of tests and their results LSM offers few ways to search for jobs, assays, and samples in the LSM.
Below are the ways to search in LSM:
1. General search bar
2. Sample filter bar
3. Barcode search
4. Filter bar
1. General search bar
- This option can be used to search names or IDs of the job, test & samples.
- You can find this bar in JOB -> JOB LIST
- 1. Before using the general search bar, you need to click on “Expand all” to open all the jobs for tests and samples to be visible.
- 2. Type the number, ID, name of a job, test or sample that you want to find. For example we have typed the number a sample ID.
- 3. Click on “Find” button.
- 4. Your result will be visible and to highlight the result the box will be checked next to the result tab.
* The result will be shown from all the records or pages present in LSM.
2. Sample filter bar
- This bar is on the home page of LSM add-on.
- It ONLY performs search based on Sample name.
- Sample name on dashboard are present in between the job name and test name. *Highlighted in yellow.
- You will see all the relevant samples
3. Barcode search bar
- This search bar is present near the options in LSM.
- You can search by barcode in this search bar.
- You can search barcodes of either Jobs or Samples.
- To search jobs barcode you need to type Jxxx.. where xxx can be replaced by barcode number.
- When you click on search button, the job with the barcode ID will pop-up.
*The barcode will not be visible in the pop-up. Generally it is present in the JOB -> JOB LIST in front of the job.
- To search samples barcode you need to type Sxxx.. where xxx can be replaced by barcode number.
- When you click on search button, the sample with the barcode ID will pop-up.
4. Filter bar
- This bar is present in JOB -> JOB LIST
*You can use the options individually or in combination to have a specific search.
- 1. Click on the “Filter” option. Various options will pop-up. Like in above image.
- 2. Job: If you put a a number for example 12, all jobs that have this number in their ID or name will be filtered. You can filter all jobs with number or name.
- 3. Job Status: You can filter all jobs according to their status. See the below image.
- 4. From: You can select the date from calendar from which you want to filter jobs.
- 5. To: You can select the date, until which you want to filter jobs.
- 6. Filtered on memorized item: You can filter jobs based on memorized items. If you have recently memorized items in LabCollector, the you can filter jobs based on those memorized items.
*Please read our KB on how to memorize items & manage memorized items.
- 7. Sample: You can filter your search based on specific sample names only. (NOT ID)
- 8. Shipment status: You can filter by shipment status of sample if they are received/returned/in transit or submitted.
- 9. Test: You can filter items based on specific test name. You can create test by going to ADMIN -> PREFERENCES-> TEST
- 10. Test status: You can filter items based on specific test status.
- 11. Only overdue test: Tests status are overdue can be filtered by clicking this option. When you create a job by going to JOB -> ADD JOB you can fill “expected date” tab where you put the date the test is suppose to be finished by that date. Tests that have exceeded this date are marked as overdue.
- 12. Priority level: This option can filter jobs based on priority of the test to be done. When you create a job by going to JOB -> ADD JOB you can fill “Priority level” tab where you put the job is normal, to be rushed or slow.
- 13. Requester: You can filter jobs according to your different requesters. You can create requester by going to ADMIN -> CONTACTS-> REQUESTER.
- 14. Operator: You can filter your results based on the operator of the test. When you create the test by going to ADMIN -> PREFERENCES-> TEST you need to fill the operator tab. This is a person who will work /perform on the test.
- 15. Batch: Here you can filter jobs according to Batch number/name. You can select from the drop-down list.
- 16. Project code: when you create a job, you can add a project code. You can filter your results based on different projects. To create a project code go to TOOLS -> MANAGE PROJECT CODES in LabCollector. You can select from the drop-down list.
- 17. Case Record: Here you can filter records according to ‘Case Record”.
*Please see our KB on activating case record.
- 18. Final report: You can filter results based on type of result report you have chosen in the test or the jobs where the report is not generated.. You get to select this option during creating the test by going to ADMIN -> PREFERENCES-> TEST.
Please see our KB on how to create a test and report in LSM.
- 19. Custom field: This is a custom field that you can create by going to ADMIN -> PREFERENCES-> PARAMETERS. When you create the parameter, remember to check the box in front of “Search filter”. For example like below image. This option then will be seen in the filter options them
You can keep for example, a result parameter and help filter results based on that parameter. For example if the result parameter is COVID and the value list contains “Detected” , “Not Detected” and “Inconclusive”. for example you can use the combination like below.
- 20. Go: Once you have selected all he options you can click on “Go”.
- 21. Clear: If you want to clear all filters with already selected options, click on “Clear”.
- Please check our KB on how to start with LSM add-on
- Please see the KB on how to create invoices.
- Please read our KB to know more about how to create parameters.
- Please read our KB to know more about how to activate case records.
- Please read our KB to know more about how to create reports.
- Read our manual on LSM.
- Check our KB on LSM usage guide from jobs to reports creation.