How to Search Using Browse Orders
LIMS offers many different ways to find exactly what you are looking for in the most efficient way possible. This tutorial offers an overview to a search approach using "Browse" feature. Browse search returns back a list matching search criteria, that can be reviewed quickly and allows to drill down to more details when necessary.
1. Browse Search Menu Option
Main menu will allow to select the necessary view such as: Sample Life Cycle, Orders, Static Data, etc. From each option you will be able to initiate either the "Browse XYZ" search or "XYZ QBE" search
Screenshot example above shows search options within Orders menu option.
2. Using Favorite Queries within Browse
- Click on "Star" icon
- Click on the favorite search name to run the search
Favorite searches can be configured for individual users as well as sites. For a customized favorite search please talk to a LIMS administrator.
3. Using Smart Search within Browse
Smart search uses a single text box to search multiple criteria types. For example when performing a smart search on "Browse Orders" view. The criteria can be: Lot#, Status, Bulk Code, Bulk Name
- Enter search criteria into Smart Search Text box
- Press Binoculars to execute the search
When using a smart search beware that system does not know exactly which criteria you're searching against so it will return matching records to the search criteria entered. For example if you want to search for all records with status "A". Put in "A" into the text box and execute the search, result will be all the Status "A" records, as well as all the records that have a letter "A" in the lot number, bulk code, and bulk name.
4. Detailed Browse
- Click down arrow to expand detailed browse
- Use any of the text boxes to define your search criteria (can use a single, or multiple)
- Blue text box labels represent a lookup where you can click on the label and search for the necessary information.
- Click on binoculars to execute the search
Each View (Samples, Orders, Tanks, SampleTypes, and Methods) will have its own set of text boxes to define search criteria. Example above uses Orders view.
5. Drill Down to Details
- Select multiple records by checking the checkbox next to Lot you would like to open for more details
- Click magnifying glass to open details
When opening a single record clicking on the lot number directly will open details to that specific record.
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