Lab Service Manager Add-on

The jobs can be created by 3 ways inside LSM add-on:

1. Using the LSM add-on interface and going to LSM 🡪 Job 🡪 Add-job
2. Using LSMRemote portal (Under submit job button)
3. Using another system or website, information can be then transmitted to LSM via API.

For creating jobs via LSM and LSMRemote please refer to our KB: how to create and execute a job.

For creating job using API please refer to our KB: how to create job using API.

You can add custom fields to different levels at job, sample or test level. Refer to section 3.4.2.1

Each job will proceed to different status as you progress with it. Please refer to our KB: how to create and execute a job.

• Depending on your settings the job will initially be either in "Quoted" or "Requested" status. 
• When you choose Quoted option, you create an invoice entry that is managed in the invoices list. Refer to section 6.5 (Admin 🡪 Invoices ).
• For job acceptance setting in LSM add-on refer to section 6.7.2.

For job acceptance in LSMRemote portal refer to KB: how to configure jobs in LSMRemote (Point 7).

Once the job is accepted, then it moves along the 4 status, which are Assigned, Started, Completed or Approved.

When first accessing the LSM the homepage provides some information about the latest jobs added, as well as dashboards to show information about the complete load of jobs.

In LSM 🡪 Job 🡪 Job List you will see all jobs in the lab. By default, the application shows all jobs that are not finished. Using the filter tab you can filter in Job Status by all jobs.

The job status is visible for each job, in the main tab and in the tree view. Jobs are identified by an ID for lab data traceability and barcoding. The job list displays job status, priority, requester, operator, sample shipment status and batch, allowing users to prioritize their tasks.

To create a new job, click on the Add Job button from the Job menu.

First, in the Order field, you can choose between creating a new JOB or a QUOTE.

A quoted job is represented by a icon in the job list. 

If you select Job, the job will be created immediately.

Below the entries for Job identification (default fields plus any parameter with the job level selected), there is a Samples tab to add all samples for the job. Multiple samples  can be added for the same assay or for different ones. You can also assign the same sample to multiple assays/tests.

If samples already exist in LabCollector, they can be memorized and then added to a job using the Memorized records button. This will allow a selection from the memorized list to be used for the new job.

Sample addition can also be done by batch importing of a CSV list. Each row will be a sample for a single job. Each sample can be assigned to one or several assays.

Note: The CSV format can be checked by using the Export CSV button. The format will vary depending on the way you setup parameters in the LSM. This gives you an empty  Excel file that you can then fill and reload or provide for clients and partners. Not all the fields are mandatory.

Assays/tests can be selected on a sample-by-sample basis. The method of selecting assays can be chosen by clicking on Assign tests and making a selection:

The Default mode (test search) will have the selection of tests via a pop-up menu when clicking the assay/test cell for the sample:

Grid mode can be by assay/test or category and uses check boxes to select which assays/tests are to be done for each sample:

The Chain of Custody/Shipping list is generated as a PDF with the list of samples and check boxes of assays/tests. You can choose the template for this list - please read chapter 3-4-4.

Once the job is created, it is displayed in the job list and the initial status is pending.