How to start with Document module? - LabCollector

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How to start with Document module?

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SUMMARY:

You can check our Knowledgebase on how a module generally looks like.

Follow these steps to access the Document module:

1. Open the Document module

2. Open a record

1. Open the Document module

 

  • 1. This area will show you the name of the module, the search options, and allow you to add a new record & also to add maintenance for the particular record of equipment.
    * Check our knowledgeBase on how to search in LabCollector.
      1.1 “Import Pubmed papers” option helps you to add any papers from the PubMed website. All you have to do is search the papers with a keyword and click on the checkbox and import them in the document module.
      –  1.2 You won’t see this bar with categories when you access the documents module for the first time. You need to go to PREFERENCES -> DOCUMENT CATEGORIES
        –  You can add the categories or subcategories and finally tick the checkbox (for the categories & sub-categories you require) and click on update.
        –  Now when you check the document module you will see the categories or subcategories bar and the green circle with the number of documents in the particular category.
        –  You need to select category when you add/edit the document, select the category field, and add the document in the category you want.
  • 2. The   options allow you to export all your search results in HTML, CSV, EXCEL, PDF format. You can also select the field that you want to export.
        Read our KnowledgeBase on what are fields and records.
        The option allows you to memorize all records that can be used further in LabCollector.
  • 3.  The records won’t generally show at first. You need to click on the search icon with an empty search field and you will be able to see all the records.

2. Open a record

  • When you click on a particular record, you will see the below options.

  • A. The record name and details will appear here. 
  • B. Options for editing the record will be displayed here. Read our KnowledgeBase records editing options.
  • C. The fields related to the record will be displayed here. Read our KnowledgeBase on what are fields.
  • D. This vertical bar will provide you with the options related to the record.
          

    This icon will display the record as seen in the above image.
    This option will display all the related records. For example, if the document is related to some other record in LabCollector, then it will be visible here.
    You can link the record to the Electronic Lab Notebook (ELN is an add-on in LabCollector). You can link the record to a particular experiment that has been performed using the record item. This helps you have a link to where the record item was utilized and the results obtained thereafter.
    This icon connects you to the Workflow (WF) add-on in LabCollector. WF add-on is the one where you can make a flowchart of your process where each step requires supervisor validation. If the record is being used in a WF add-on then you will be able to see its status in WF here.
  • E. This option helps you to see or create the storage location of the item in the mentioned record.Read our knowledgeBase on how to edit storage.
  • F. Here you can see all the links that you have created for the record. These links are to the other records in other modules in LabCollector. For example, if you want to link the document with equipment then you can do it by “Add link” option.
    You can add a link from LabCollector by clicking on the option “Add a link” and by click the “Open Treeview” option you can see the links connected to the records. 

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