Method Manager Overview

Method manager contains all the methods used in LIMS.  The methods which are approved can be used in Sample Type set-up, methods which are obsolete are kept for records.  Methods must be managed to ensure duplicates are not created.  Methods can be linked to Instruments, Units and C-Pro procedures for useful reporting and record keeping.

1. Methods Navigation

  1. Click on Main Menu
  2. Click on "Static Data"
  3. Click on "Methods"

2. Methods Menu: Add New

Add new should be used when adding a new method into LIMS.  Prior to adding a new method the user must make sure that an existing method doesn't already exist.  Creating too many duplicate methods will result in a lot of redundant records and eventually becomes very hard to manage.

3. Methods Menu: browse Methods

Browse Methods option will allow you to search by various criteria and then open the method to see additional detail

  1. Type in Method Name, Number or Parameter Name
  2. Press binoculars to execute search

When smart search box is used LIMS will search against multiple fields to find matches

  1. Expand the detailed search section
  2. Define single or multiple fields for search criteria.
  3. Press binoculars to execute search

When the detailed search section is expanded you cannot use the smart  search text box.  You must first suppress the detailed search section and the smart search box will be available again.

  1. Click on the star icon
  2. Click on the favorite search to execute

Favorite searches are very easy to create.  If you find yourself looking for the same type of a method, or certain status we can create a search for you.  They can also be available to certain roles and not all users.

3.4. Browse Methods Search Output

The output of browse Methods no matter what searching option you used shown above will always be a list of matching records.  To open (drill-down) one or more of these records:

  1. Click the check box next to the method you would like to open (drill down)
  2. Click on magnifying glass

4. Methods Menu: Methods QBE

This menu option allows you to search for already existing methods in the system.  The output of this search is a drilled down view, in which you can scroll through multiple records that match your search criteria

  1. Type in a method name, number, or status
  2. Press binoculars to execute search

When smart search box is used LIMS will search against multiple fields to find matches

  1. Every text box on the screen can be a search criteria field.  Define one or more to search against
  2. Press binoculars to execute search
  1. Click on the star icon
  2. Click on favorite search to execute search

4.4. Method QBE Search Output

Output of the QBE search is drilled down records

  1. To scroll through the records use the buttons shown above
  2. Number of matches is listed next to the scroll bar
  3. To reset the search press the "X" button

5. Method Manager Menu Icons

  1. Add New: can be used to add a new method
  2. Smart Search Text box
  3. Binoculars: Execute Search
  4. Favorite Search: List of available favorite searches
  5. Scroll Bars: used to scroll through search results
  6. Number of matches: Displays how many records match search criteria and on which record you are
  7. Navigate to List: Used to navigate to List view
  8. Save: Used to save record data
  9. Duplicate: Used to duplicate method
  10. Revise: Used when methods need to be revised
  11. Approve/Unapprove button: Used to approve an item.  When an item is unapproved this button will show as the "Thumbs Up" approve button.  When an item is approve this button shows as a "Unapprove" "X" button.
  12. Paper Clip: Used to attach document to this specific method record
  13. Excel: Used to export data into Excel
  14. Custom Report: used to navigate to single report (needs to be configured per request)
  15. Owner Field: used to display the owner of the current record

6. Method Manager Sections

  1. This section contains "identification" information of each method, along with Status and Instrument used
  2. Method Parameters: Section contains a list of parameters along with parameter specific information
  3. Method Other: Contains Audit trail information for this method
  4. Method QM Area: NOT USED
  5. Method Batch Sequence: NOT USED

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.